ESOP · DOL Form 5500 · 2023

Ross Industries, Inc. ESOP

Data updated 2026-08-25

$47M
Total assets Below avg plan size
123
Participants Small participant base
85th
Percentile by assets National rank
$385,465
Avg per participant High balance/head
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Official DOL plan name: Ross Industries, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Ross Industries, Inc. · New York · Manufacturing

$47M in assets, 123 participants

Ross Industries, Inc.'s Ross Industries, Inc. Employee Stock Ownership Plan & Trust reported $47M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,665 in Manufacturing (18,722 peers)

Coverage in New York

Ross Industries, Inc. Employee Stock Ownership Plan & Trust covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $47M.

#14,665
in Manufacturing (18,722 peers)
+14.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ross Industries, Inc. Employee Stock Ownership Plan & Trust's outsized position by total assets

Ross Industries, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$47,412,255 Top 15% higher than 85% 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

Ross Industries, Inc. Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ross Industries, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ross Industries, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ross Industries, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $41M in the plan year 2022 filing to $47M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113488476 · Ross Industries, Inc. PY 2023 · ESOP

Ross Industries, Inc. Employee Stock Ownership Plan & Trust · $47M · 123 · 85th

  • BOOK $47M
  • VS-ST 123
  • BOY 85th
  • SCH ESOP
  • EBSA near Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #14665

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 What is an ESOP? → · Plans in New York →

Ross Industries, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Ketchum & Walton Employee Stock Ownership PlanKetchum & Walton Employee St…$48MFlat Rock Metal and Bar Processing Employee Stock Ownership PlanFlat Rock Metal and Bar Proc…$47MMalibu Wellness, Inc. Employee Stock Ownership Plan and TrustMalibu Wellness, Inc. Employ…$47MRoss Industries, Inc. Employee Stock Ownership Plan & TrustRoss Industries, Inc. Employ…$47MD.P. Electric, Inc. Employee Stock Ownership PlanD.P. Electric, Inc. Employee…$47M
End-of-year total assets ($M) among Ross Industries, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$47M
Net Income$6M
Employer EIN113488476
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ross Industries, Inc.)

Sponsor-wide plan assets over time

All Ross Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 11.325830417157091% vs 2022
2024 filing year
$40M$42M$44M$46M$48M$50M 202220232024 $41.4M $46.1M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 122 $41M
2023 1 123 $47M
2024 1 128 $46M

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ross Industries, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Ross Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 47.412255 · Participants: 123Ross Industries, Inc. Employee Stock Ownership Plan & TrustStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Ross Industries, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in New York, assets vs. participants
Compare Ross Industries, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Ross Industries, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust in IN ($47M); by covered participants it is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Ross Industries, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Ross Industries, Inc. Employee Stock Ownership Plan & Trust grew at a solid clip - up 14.5% during 2023, from $41M to $47M. Reported net income was $6M.
How have Ross Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ross Industries, Inc.'s sponsor-wide assets grew 11.3%, from $41M to $46M.
Where does Ross Industries, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Ross Industries, Inc. Employee Stock Ownership Plan & Trust ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ross Industries, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust in IN ($47M, 41 participants).
Which ESOP plans cover a similar participant headcount to Ross Industries, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN (123 participants, $19M 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 113488476.

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.