401(k) · DOL Form 5500 · 2023

Roosevelt & Cross, Incorporated 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
44
Participants Small participant base
60th
Percentile by assets National rank
$241,980
Avg per participant Above avg balance/head
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Official DOL plan name: Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan · Sponsored by Roosevelt & Cross, Incorporated · New York · Finance & Insurance

$11M in assets, 44 participants

Roosevelt & Cross, Incorporated's Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan reported $11M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,967 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, Incorporated 401(k) Profit Sharing Plan at $11M / 44 participants.

#3,967
in Finance & Insurance (8,869 peers)
+24.3%
assets growth YoY

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,647,140 Top 40% higher than 60% 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, Incorporated 401(k) 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, Incorporated 401(k) Profit Sharing Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan reported participants rose from 41 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132728032 · Roosevelt & Cross, Incorporated PY 2023 · 401(k)

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan · $11M · 44 · 60th

  • EOY $11M
  • EOY 44
  • EOY 60th
  • EOY 401(k)
  • EOY near Don Davis Auto Group, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3967

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, Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Roosevelt & Cross, Incorporated 401(k) Profit Sharing PlanRoosevelt & Cross, Incorpora…$11MDon Davis Auto Group, Inc. 401(k) Profit Sharing PlanDon Davis Auto Group, Inc. 4…$11MApw Opco LLC Retirement Plan$11MBrightinsight, Inc. Retirement Savings PlanBrightinsight, Inc. Retireme…$11MTexar Federal Credit Union 401(k) Plan and TrustTexar Federal Credit Union 4…$11M
End-of-year total assets ($M) among Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) 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)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN132728032
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.01064714 · Participants: 44Roosevelt & Cross, Incorporated 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Don Davis Auto Group, Inc. 401(k) Profit Sharing Plan in TX ($11M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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, Incorporated 401(k) Profit Sharing Plan assets move in 2023? ▼
Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan grew sharply - up 24.3% during 2023, from $9M to $11M. Reported net income was $2M.
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 401(k) plans are similar in size to Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Don Davis Auto Group, Inc. 401(k) Profit Sharing Plan in TX ($11M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants, $1M 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.