401(k) · DOL Form 5500 · 2022

Worth Ross Management Co. Inc. 401(k) Plan

Q: How did Worth Ross 401(k) Plan assets move in 2022?

Worth Ross 401(k) Plan pulled back noticeably - down 8.7% during 2022, from $8M to $7M. Reported net income was -$688K.

Q: How have Worth Ross Management Co. Inc. plan assets changed over time?

Across 2 plan years on file (2022-2024), Worth Ross Management Co. Inc.'s sponsor-wide assets grew 50.2%, from $7M to $11M.

Q: Which 401(k) plans are similar in size to Worth Ross 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Rsi 401(k) Plan in CA ($7M, 129 participants).

Q: Which 401(k) plans cover a similar participant headcount to Worth Ross 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is Genisys Credit Union 401(k) Plan in MI (475 participants, $52M in assets).

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 475
Participants Below avg headcount: 58th
Percentile by assets National rank: $15,230
Avg per participant Low balance/head

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Official DOL plan name: Worth Ross 401(k) Plan · Sponsored by Worth Ross Management Co. Inc. · Texas · Real Estate

$7M in assets, 475 participants

Worth Ross Management Co. Inc.'s Worth Ross 401(k) Plan reported $7M in total assets and 475 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

#3,782 in Real Estate (5,057 peers)

Worth Ross Management Co. Inc. multi-year trail

Worth Ross Management Co. Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows Worth Ross 401(k) Plan at $7M / 475 participants.

#3,782
in Real Estate (5,057 peers): -8.7%
assets change YoY

The plan reported a net loss of $688K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Worth Ross 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Worth Ross 401(k) Plan vs every filed plan by assets

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

$7,234,136 Top 42% higher than 58% of 139,123 filed plans

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

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

Worth Ross 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worth Ross 401(k) Plan sits mid-pack in the medium band (475 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Form 5500 schedule snapshot

Filing strip 030380975 · Worth Ross Management Co. Inc. PY 2022 · 401(k)

Worth Ross 401(k) Plan · $7M · 475 · 58th

VS-ST $7M
BOY 475
SCH 58th
EBSA 401(k)
PART near Rsi 401(k) Plan
TYPE ind #3782

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Worth Ross 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Worth Ross Management Co. Inc. multi-year asset trail

Latest sponsor-wide plan assets: $11M 50.19152252597961% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	475	$7M
2024	1	487	$11M

Worth Ross Management Co. Inc. filing trail (2022)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$7M
Net Income	-$688K
Employer EIN	030380975
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Worth Ross 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $37.6B · 144,503
Exxonmobil Savings Plan $21.3B · 23,619
Caterpillar 401(k) Savings Plan $13.8B · 38,538
American Airlines, Inc. 401(k) Plan $12.8B · 85,577
Dell Inc. 401(k) Plan $12.0B · 47,532

Compare Worth Ross 401(k) Plan side-by-side with 3 peers →

Worth Ross 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rsi 401(k) Plan in CA ($7M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (475 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Rsi 401(k) Plan (CA) $7M · 129
Snohetta Architecture Design Planning PC Profit Sharing Plan (NY) $7M · 96
Voxtur Analytics US Corp. 401(k) Plan (FL) $7M · 405
Wagner Industries, LLC 401(k) Retirement Plan (MO) $7M · 462

Similar participant headcount

Nearest other-state filings by covered participants (475 participants); asset peers above are excluded.

Genisys Credit Union 401(k) Plan (MI) 475 · 0 off
Mgs Employee 401(k) Plan (WI) 475 · 0 off
Cell Signaling Technology 401(k) Plan (MA) 475 · 0 off
American Cruise Lines, Inc. 401(k) Profit Sharing Plan (CT) 475 · 0 off

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 Worth Ross 401(k) Plan assets move in 2022? ▼

Worth Ross 401(k) Plan pulled back noticeably - down 8.7% during 2022, from $8M to $7M. Reported net income was -$688K.

How have Worth Ross Management Co. Inc. plan assets changed over time? ▼