Profit Sharing · DOL Form 5500 · 2022

Roosevelt & Cross, Incorporated Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
45
Participants Small participant base
73rd
Percentile by assets National rank
$340,864
Avg per participant High balance/head
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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.

  • #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.

#5,365
in Finance & Insurance (9,261 peers)
+2.5%
assets growth YoY

Roosevelt & Cross, Inc. Profit-Sharing Plan's outsized position by total assets

Roosevelt & Cross, Inc. Profit-Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,338,870 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Roosevelt & Cross, Inc. Profit-Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roosevelt & Cross, Inc. Profit-Sharing Plan is a small filing (45 participants) on this national headcount ladder.

DOL schedule card

Filing strip 132728032 · Roosevelt & Cross, Incorporated PY 2022 · Profit Sharing

Roosevelt & Cross, Inc. Profit-Sharing Plan · $15M · 45 · 73rd

  • NET $15M
  • NET 45
  • NET 73rd
  • NET Profit Sharing
  • NET near Pipe Distributors Inc. Profit Sharing Plan
  • NET ind #5365

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Roosevelt & Cross, Inc. Profit-Sharing Plan in the asset neighbourhood

Roosevelt & Cross, Inc. Profit-Sharing PlanRoosevelt & Cross, Inc. Prof…$15MPipe Distributors Inc. Profit Sharing PlanPipe Distributors Inc. Profi…$15MRetirement Plan of Public Broadcasting of Colorado, Inc.Retirement Plan of Public Br…$15MGrant J. Hunt Company Profit Sharing PlanGrant J. Hunt Company Profit…$15MFoxhall Internists, P.C., Profit Sharing PlanFoxhall Internists, P.C., Pr…$15M
End-of-year total assets ($M) among Roosevelt & Cross, Inc. Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Roosevelt & Cross, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Roosevelt & Cross, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$28M 18.736683223040234% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.9M $28.4M ▲ +18.7%
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 EIN132728032
Plan Effective Date1972-07-20
Filing StatusFILING 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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Roosevelt & Cross, Inc. Profit-Sharing Plan, Total assets ($B): 0.01533887 · Participants: 45Roosevelt & Cross, Inc. Profit-Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Roosevelt & Cross, Inc. Profit-Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Roosevelt & Cross, Inc. Profit-Sharing Plan side-by-side with 3 peers →

Roosevelt & Cross, Inc. Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Pipe Distributors Inc. Profit Sharing Plan in TX ($15M); by covered participants it is Neurological Medicine, P.a. Profit Sharing Plan II in MD (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roosevelt & Cross, Inc. Profit-Sharing Plan assets move in 2022? ▼
Roosevelt & Cross, Inc. Profit-Sharing Plan edged up modestly - up 2.5% during 2022, from $15M to $15M. Reported net income was $368K.
How have Roosevelt & Cross, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt & Cross, Incorporated's sponsor-wide assets grew 18.7%, from $24M to $28M.
Which Profit Sharing plans are similar in size to Roosevelt & Cross, Inc. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pipe Distributors Inc. Profit Sharing Plan in TX ($15M, 38 participants).
Which Profit Sharing plans cover a similar participant headcount to Roosevelt & Cross, Inc. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neurological Medicine, P.a. Profit Sharing Plan II in MD (45 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132728032.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.