401(k) · DOL Form 5500 · 2024

Worth Ross Management Co. Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 487
Participants Below avg headcount: 58th
Percentile by assets National rank: $22,310
Avg per participant Low balance/head

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Official DOL plan name: Worth Ross 401(k) Plan · Sponsored by Worth Ross Management Co. Inc. · Texas · Real Estate

$11M in assets, 487 participants

Worth Ross Management Co. Inc.'s Worth Ross 401(k) Plan reported $11M in total assets and 487 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

#3,449 in Real Estate (4,605 peers)

Worth Ross Management Co. Inc. multi-year trail

Worth Ross Management Co. Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows Worth Ross 401(k) Plan at $11M / 487 participants.

#3,449
in Real Estate (4,605 peers): +17.4%
assets growth YoY

Worth Ross 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Worth Ross 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,865,059 Top 42% higher than 58% 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

Worth Ross 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worth Ross 401(k) Plan sits mid-pack in the medium band (487 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Worth Ross 401(k) Plan reported net income rose from -$688K in the plan year 2022 filing to $2M in the plan year 2024 filing.
Worth Ross 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2024 filing.
Worth Ross 401(k) Plan reported participants rose from 475 in the plan year 2022 filing to 487 in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 030380975 · Worth Ross Management Co. Inc. PY 2024 · 401(k)

Worth Ross 401(k) Plan · $11M · 487 · 58th

RANK $11M
RANK 487
RANK 58th
RANK 401(k)
RANK near Sba Defined Contribution Plan for Bank of Botetourt
RANK ind #3449

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Worth Ross 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Worth Ross Management Co. Inc. multi-year asset trail

Latest sponsor-wide plan assets: $11M 50.19152252597961% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	475	$7M
2024	1	487	$11M

Worth Ross Management Co. Inc. filing trail (2024)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	030380975
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Worth Ross 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Worth Ross 401(k) Plan side-by-side with 3 peers →

Worth Ross 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sba Defined Contribution Plan for Bank of Botetourt in VA ($11M); by covered participants it is Election Systems & Software, LLC 401(k) Plan in NE (487 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Sba Defined Contribution Plan for Bank of Botetourt (VA) $11M · 130
Kett Engineering Corporation Retirement Plan (CA) $11M · 511
Community Bancorp of Louisiana Inc. Retirement Plan (LA) $11M · 135
Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust (WI) $11M · 32

Similar participant headcount

Nearest other-state filings by covered participants (487 participants); asset peers above are excluded.

Election Systems & Software, LLC 401(k) Plan (NE) 487 · 0 off
Educators Credit Union 401(k) Plan & Trust (WI) 487 · 0 off
Copper River 401(k) Plan (VA) 487 · 0 off
Capital Rx 401(k) Plan (NY) 487 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Worth Ross 401(k) Plan assets move in 2024? ▼

Worth Ross 401(k) Plan grew sharply - up 17.4% during 2024, from $9M to $11M. Reported net income was $2M.

How have Worth Ross Management Co. Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2024), Worth Ross Management Co. Inc.'s sponsor-wide assets grew 50.2%, from $7M to $11M.

Which 401(k) plans are similar in size to Worth Ross 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sba Defined Contribution Plan for Bank of Botetourt in VA ($11M, 130 participants).

Which 401(k) plans cover a similar participant headcount to Worth Ross 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Election Systems & Software, LLC 401(k) Plan in NE (487 participants, $83M in assets).

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 030380975.