Profit Sharing · DOL Form 5500 · 2023

Roosevelt & Cross, Incorporated Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
42
Participants Small participant base
68th
Percentile by assets National rank
$371,400
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

$16M in assets, 42 participants

Roosevelt & Cross, Incorporated's Roosevelt & Cross, Inc. Profit-Sharing Plan reported $16M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,728 in Finance & Insurance (8,869 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 $16M / 42 participants.

#4,728
in Finance & Insurance (8,869 peers)
+1.7%
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 2023 · DOL Form 5500

$15,598,818 Top 32% higher than 68% of 127,068 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 2023

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

Plan-year 2023 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 (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roosevelt & Cross, Inc. Profit-Sharing Plan reported net income fell from $368K in the plan year 2022 filing to $260K in the plan year 2023 filing.
  • Roosevelt & Cross, Inc. Profit-Sharing Plan reported participants fell from 45 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • Roosevelt & Cross, Inc. Profit-Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132728032 · Roosevelt & Cross, Incorporated PY 2023 · Profit Sharing

Roosevelt & Cross, Inc. Profit-Sharing Plan · $16M · 42 · 68th

  • EOY $16M
  • 5500 42
  • ASSETS 68th
  • PCT Profit Sharing
  • EIN near Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan
  • RANK ind #4728

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

The Employees Retirement Plan of Coburn Supply Company, Inc.The Employees Retirement Pla…$16MRoosevelt & Cross, Inc. Profit-Sharing PlanRoosevelt & Cross, Inc. Prof…$16MPerenich, Caulfield, Avril & Noyes, P. a. Profit Sharing PlanPerenich, Caulfield, Avril &…$16MUnited Finance Co. Profit Sharing and Retirement PlanUnited Finance Co. Profit Sh…$16MConnors Group Safe Harbor 401(k) Profit Sharing PlanConnors Group Safe Harbor 40…$16M
End-of-year total assets ($M) among Roosevelt & Cross, Inc. Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$260K
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. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Roosevelt & Cross, Inc. Profit-Sharing Plan, Total assets ($B): 0.015598818 · Participants: 42Roosevelt & Cross, Inc. Profit-Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason 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 Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan in FL ($16M); by covered participants it is Seraaj Family Homes, Inc. Profit Sharing Plan in AL (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Roosevelt & Cross, Inc. Profit-Sharing Plan edged up modestly - up 1.7% during 2023, from $15M to $16M. Reported net income was $260K.
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 Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan in FL ($16M, 19 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 Seraaj Family Homes, Inc. Profit Sharing Plan in AL (42 participants, $798K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.