Profit Sharing · DOL Form 5500 · 2024
Roosevelt & Cross, Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $377,495
- Avg per participant High balance/head
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 65th 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.
- #4,150 in Finance & Insurance (8,549 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, Inc. Profit-Sharing Plan at $15M / 40 participants.
- #4,150
- in Finance & Insurance (8,549 peers)
- -3.2%
- assets change YoY
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.
Roosevelt & Cross, Inc. Profit-Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Roosevelt & Cross, Inc. Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,099,788 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Roosevelt & Cross, Inc. Profit-Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roosevelt & Cross, Inc. Profit-Sharing Plan is a small filing (40 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 132728032 · Roosevelt & Cross, Incorporated PY 2024 · Profit Sharing
Roosevelt & Cross, Inc. Profit-Sharing Plan · $15M · 40 · 65th
- NET $15M
- BOOK 40
- VS-ST 65th
- BOY Profit Sharing
- SCH near Kimberly Clark Puerto Rico Defined Contribution Plan
- EBSA ind #4150
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, Inc. Profit-Sharing Plan in the asset neighbourhood
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
| 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.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- 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
Roosevelt & Cross, Inc. Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Kimberly Clark Puerto Rico Defined Contribution Plan in PR ($15M); by covered participants it is Simssco Industries Inc Retirement Plan in CA (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.