Profit Sharing · DOL Form 5500 · 2022
Roosevelt & Cross, Incorporated Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 45
- Participants
- 73rd
- Percentile by assets
- $340,864
- Avg per participant
Official DOL plan name: Roosevelt & Cross, Inc. Profit-Sharing Plan · Sponsored by Roosevelt & Cross, Incorporated · New York · Finance & Insurance
$15M in assets, 45 participants
Roosevelt & Cross, Incorporated's Roosevelt & Cross, Inc. Profit-Sharing Plan reported $15M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 73rd percentile by assets (of 139,126 plans)
- #5,365 in Finance & Insurance (9,261 peers)
Roosevelt & Cross, Incorporated multi-year trail
Roosevelt & Cross, Incorporated's plans moved +18.7% in assets from 2022 to 2024; this filing shows Roosevelt & Cross, Inc. Profit-Sharing Plan at $15M / 45 participants.
- $15M
- total plan assets (2022 EOY)
- 45
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $340,864
- avg assets per participant
Roosevelt & Cross, Incorporated across 3 plan years on file
Across the 3 plan years Roosevelt & Cross, Incorporated has on file (2022-2024), sponsor-wide plan assets have moved from $24M to $28M, a gain of 18.7%, while reported participants moved from 86 to 80 (-7.0%). Peak year by sponsor assets: 2024 ($28M); trough: 2022 ($24M).
Roosevelt & Cross, Incorporated multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 86 | $24M |
| 2023 | 2 | 86 | $26M |
| 2024 | 2 | 80 | $28M |
Roosevelt & Cross, Incorporated filing trail (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $368K |
| Employer EIN | 132728032 |
| Plan Effective Date | 1972-07-20 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Roosevelt & Cross, Inc. Profit-Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Roosevelt & Cross, Inc. Profit-Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Roosevelt & Cross, Inc. Profit-Sharing Plan's numbers.
- By total assets, Roosevelt & Cross, Inc. Profit-Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Roosevelt & Cross, Incorporated's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Finance & Insurance plans