Defined Benefit (Pension) · DOL Form 5500 · 2022
Ross & Sons Utility Contractor, Inc. Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $28,062
- Avg per participant Low balance/head
Official DOL plan name: Ross & Sons Cash Balance Plan · Sponsored by Ross & Sons Utility Contractor, Inc. · Virginia · Construction
$3M in assets, 96 participants
Ross & Sons Utility Contractor, Inc.'s Ross & Sons Cash Balance Plan reported $3M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #3,635 in Construction (9,927 peers)
2022 asset change
Ross & Sons Cash Balance Plan grew sharply 18.3% in 2022 ($2M → $3M) for 96 participants.
- #3,635
- in Construction (9,927 peers)
- +18.3%
- assets growth YoY
Ross & Sons Cash Balance Plan's mid-pack asset rank among Construction and all filers
Ross & Sons Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,693,928 39th percentile higher than 39% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ross & Sons Cash Balance Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ross & Sons Cash Balance Plan is a small filing (96 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 541316705 · Ross & Sons Utility Contractor, Inc. PY 2022 · Defined Benefit (Pension)
Ross & Sons Cash Balance Plan · $3M · 96 · 39th
- BOY $3M
- SCH 96
- EBSA 39th
- PART Defined Benefit (Pension)
- TYPE near Exeter Capital Management, LLC Defined Benefit Pension Plan
- NET ind #3635
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 Construction retirement plans → · Plans in Virginia →
Ross & Sons Cash Balance Plan in the asset neighbourhood
Ross & Sons Utility Contractor, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Ross & Sons Utility Contractor, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 0.15143016734159104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 213 | $12M |
| 2023 | 1 | 112 | $11M |
| 2024 | 1 | 140 | $12M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $417K |
| Employer EIN | 541316705 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.3B · 14,867
- Retirement Security Plan $9.4B · 54,531
- Ng Space&mission Systems Corp Salaried Pension Pla $8.1B · 7,799
- Dominion Energy Pension Plan $7.3B · 12,832
- Sheet Metal Workers' National Pension Fund $7.2B · 61,068
Ross & Sons Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Exeter Capital Management, LLC Defined Benefit Pension Plan in TX ($3M); by covered participants it is Angola Wire Pension Trust in IN (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.