401(k) · DOL Form 5500 · 2023

Charles Ross & Son Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
140
Participants Small participant base
68th
Percentile by assets National rank
$108,869
Avg per participant Below avg balance/head
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Official DOL plan name: Charles Ross & Son Company 401(k) Plan · Sponsored by Charles Ross & Son Company · New York · Manufacturing

$15M in assets, 140 participants

Charles Ross & Son Company's Charles Ross & Son Company 401(k) Plan reported $15M in total assets and 140 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.

  • #10,485 in Manufacturing (18,722 peers)

Coverage in New York

Charles Ross & Son Company 401(k) Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $15M.

#10,485
in Manufacturing (18,722 peers)
+15.0%
assets growth YoY

Charles Ross & Son Company 401(k) Plan's outsized position by total assets

Charles Ross & Son Company 401(k) Plan vs every filed plan by assets

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

$15,241,724 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

Charles Ross & Son Company 401(k) Plan 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. Charles Ross & Son Company 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles Ross & Son Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Charles Ross & Son Company 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Charles Ross & Son Company 401(k) Plan reported participants rose from 126 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 111260400 · Charles Ross & Son Company PY 2023 · 401(k)

Charles Ross & Son Company 401(k) Plan · $15M · 140 · 68th

  • EOY $15M
  • 5500 140
  • ASSETS 68th
  • PCT 401(k)
  • EIN near Mcgriff Industries, Inc. 401(k) Profit Sharing Plan
  • RANK ind #10485

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 Manufacturing retirement plans → · Plans in New York →

Charles Ross & Son Company 401(k) Plan in the asset neighbourhood

Charles Ross & Son Company 401(k) PlanCharles Ross & Son Company 4…$15MMcgriff Industries, Inc. 401(k) Profit Sharing PlanMcgriff Industries, Inc. 401…$15MDetroit Tool & Engineering 401(k) Retirement PlanDetroit Tool & Engineering 4…$15MStandard Construction Co., Inc. 401(k) Profit Sharing PlanStandard Construction Co., I…$15MHandgards, LLC 401(k) Plan$15M
End-of-year total assets ($M) among Charles Ross & Son Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN111260400
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles Ross & Son Company)

Sponsor-wide plan assets over time

All Charles Ross & Son Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 3.2283484893568164% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.3M $12.8M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 126 $13M
2023 1 140 $15M
2024 1 138 $13M

Nearby 401(k) Plans in New York

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

Charles Ross & Son Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Charles Ross & Son Company 401(k) Plan, Total assets ($B): 0.015241724 · Participants: 140Charles Ross & Son Company 401(k) 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
Charles Ross & Son Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Charles Ross & Son Company 401(k) Plan side-by-side with 3 peers →

Charles Ross & Son Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mcgriff Industries, Inc. 401(k) Profit Sharing Plan in AL ($15M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Charles Ross & Son Company 401(k) Plan assets move in 2023? ▼
Charles Ross & Son Company 401(k) Plan grew sharply - up 15.0% during 2023, from $13M to $15M. Reported net income was $2M.
How have Charles Ross & Son Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Ross & Son Company's sponsor-wide assets declined 3.2%, from $13M to $13M.
Which 401(k) plans are similar in size to Charles Ross & Son Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgriff Industries, Inc. 401(k) Profit Sharing Plan in AL ($15M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Charles Ross & Son Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 111260400.

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.