Profit Sharing · DOL Form 5500 · 2023
Ross Family Enterprises, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $240K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $47,999
- Avg per participant Low balance/head
Official DOL plan name: Ross Family Enterprises, Inc. Retirement Plan · Sponsored by Ross Family Enterprises, Inc. · South Carolina · Other Services
$240K in assets, 5 participants
Ross Family Enterprises, Inc.'s Ross Family Enterprises, Inc. Retirement Plan reported $240K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #2,030 in Other Services (7,857 peers)
Ross Family Enterprises, Inc. multi-year trail
Ross Family Enterprises, Inc.'s plans moved -61.7% in assets from 2022 to 2024; this filing shows Ross Family Enterprises, Inc. Retirement Plan at $240K / 5 participants.
- #2,030
- in Other Services (7,857 peers)
- -63.2%
- assets change YoY
The plan reported a net loss of $412K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ross Family Enterprises, Inc. Retirement Plan among the smaller filed plans by assets
Ross Family Enterprises, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$239,997 12th percentile higher than 12% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ross Family Enterprises, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ross Family Enterprises, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ross Family Enterprises, Inc. Retirement Plan reported net income fell from $203K in the plan year 2022 filing to -$412K in the plan year 2023 filing.
- Ross Family Enterprises, Inc. Retirement Plan end-of-year assets fell from $652K in the plan year 2022 filing to $240K in the plan year 2023 filing.
- Ross Family Enterprises, Inc. Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 472720527 · Ross Family Enterprises, Inc. PY 2023 · Profit Sharing
Ross Family Enterprises, Inc. Retirement Plan · $240K · 5 · 12th
- PART $240K
- TYPE 5
- NET 12th
- BOOK Profit Sharing
- VS-ST near Imladris Enterprises Inc. Retirement Plan
- BOY ind #2030
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 Other Services retirement plans → · Plans in South Carolina →
Ross Family Enterprises, Inc. Retirement Plan in the asset neighbourhood
Ross Family Enterprises, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Ross Family Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $250K 61.684286997330126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $652K |
| 2023 | 1 | 5 | $240K |
| 2024 | 1 | 4 | $250K |
Ross Family Enterprises, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $652K |
|---|---|
| Net Assets (End of Year) | $240K |
| Net Income | -$412K |
| Employer EIN | 472720527 |
| Plan Effective Date | 2015-01-07 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.9B · 28,745
- Uma Retirement Plan $756M · 2,510
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $222M · 2,301
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Usc School of Medicine Educational Trust Retirement Plan $45M · 197
Ross Family Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Imladris Enterprises Inc. Retirement Plan in PA ($240K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($240K here).
- Imladris Enterprises Inc. Retirement Plan (PA) $240K · 2
- Campbell's Tools, Inc. Retirement Plan (MO) $240K · 1
- Rgv Investment Co. Retirement Plan (IL) $240K · 1
- Jtech Holdings Inc. Retirement Plan (TX) $240K · 3
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.