Profit Sharing · DOL Form 5500 · 2024
Roosevelt & Cross, Incorporated Profit Sharing Plan
Data updated 2026-07-24
- $15M
- Total assets
- 40
- Participants
- 64th
- Percentile by assets
- $377,495
- Avg per participant
Official DOL plan name: Roosevelt & Cross, Inc. Profit-Sharing Plan · Sponsored by Roosevelt & Cross, Incorporated · New York · Finance & Insurance
$15M in assets, 40 participants
Roosevelt & Cross, Incorporated's Roosevelt & Cross, Inc. Profit-Sharing Plan reported $15M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 116,472 plans)
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 $15M / 40 participants.
- $15M
- total plan assets (2024 EOY)
- 40
- covered participants
- 64th
- percentile by assets (of 116,472 plans)
- $377,495
- avg assets per participant
The plan reported a net loss of $499K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roosevelt & Cross, Inc. Profit-Sharing Plan reported net income fell from $260K in the plan year 2023 filing to -$499K in the plan year 2024 filing.
- Roosevelt & Cross, Inc. Profit-Sharing Plan reported participants fell from 42 in the plan year 2023 filing to 40 in the plan year 2024 filing.
- Roosevelt & Cross, Inc. Profit-Sharing Plan end-of-year assets fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Roosevelt & Cross, Incorporated across 3 plan years on file
Across the 3 plan years Roosevelt & Cross, Incorporated has on file (2022-2024), sponsor-wide plan assets have moved from $24M to $28M, a gain of 18.7%, while reported participants moved from 86 to 80 (-7.0%). Peak year by sponsor assets: 2024 ($28M); trough: 2022 ($24M).
Roosevelt & Cross, Incorporated multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 86 | $24M |
| 2023 | 2 | 86 | $26M |
| 2024 | 2 | 80 | $28M |
Roosevelt & Cross, Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$499K |
| Employer EIN | 132728032 |
| Plan Effective Date | 1972-07-20 |
| Filing Status | FILING 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
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
- Mason Tenders District Council Annuity Fund $944M · 11,824
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Roosevelt & Cross, Inc. Profit-Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Roosevelt & Cross, Inc. Profit-Sharing Plan assets move in 2024? ▼
How have Roosevelt & Cross, Incorporated plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Roosevelt & Cross, Inc. Profit-Sharing Plan? ▼
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Multi-year trail
Ways to act on Roosevelt & Cross, Inc. Profit-Sharing Plan's numbers.
- By total assets, Roosevelt & Cross, Inc. Profit-Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Roosevelt & Cross, Incorporated's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Finance & Insurance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
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.