401(k) · DOL Form 5500 · 2024

Charles Ross & Son Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
138
Participants Small participant base
61st
Percentile by assets National rank
$92,902
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

$13M in assets, 138 participants

Charles Ross & Son Company's Charles Ross & Son Company 401(k) Plan reported $13M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,558 in Manufacturing (17,777 peers)

Coverage in New York

Charles Ross & Son Company 401(k) Plan covers 138 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $13M.

#8,558
in Manufacturing (17,777 peers)
-15.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Ross & Son Company 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$12,820,500 Top 39% higher than 61% of 123,620 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 2024

Charles Ross & Son Company 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. Charles Ross & Son Company 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles Ross & Son Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Charles Ross & Son Company 401(k) Plan end-of-year assets fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Charles Ross & Son Company 401(k) Plan reported participants fell from 140 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 111260400 · Charles Ross & Son Company PY 2024 · 401(k)

Charles Ross & Son Company 401(k) Plan · $13M · 138 · 61st

  • EIN $13M
  • EIN 138
  • EIN 61st
  • EIN 401(k)
  • EIN near Ipg 401(k) Profit Sharing Plan
  • EIN ind #8558

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…$13MIpg 401(k) Profit Sharing PlanIpg 401(k) Profit Sharing Pl…$13MMalloy Electric 401(k) Retirement Savings PlanMalloy Electric 401(k) Retir…$13MHall Communications, Inc. 401(k) PlanHall Communications, Inc. 40…$13MNortheastern Center, Inc. Retirement PlanNortheastern Center, Inc. Re…$13M
End-of-year total assets ($M) among Charles Ross & Son Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
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): 0.0128205 · Participants: 138Charles Ross & Son Company 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The 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 Ipg 401(k) Profit Sharing Plan in VA ($13M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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.

Frequently Asked Questions

How did Charles Ross & Son Company 401(k) Plan assets move in 2024? ▼
Charles Ross & Son Company 401(k) Plan declined sharply - down 15.9% during 2024, from $15M to $13M. 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 Ipg 401(k) Profit Sharing Plan in VA ($13M, 146 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 Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 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.