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Department of Labor filing

WORTH ROSS MANAGEMENT CO. INC.

WORTH ROSS 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jul 12, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

56filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,404

Reported employer contributions per active participant.

Higher than about 44% of comparable plans
#People in the filing
475

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$35 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 84% of comparable plans
↗Investment performance
Not available

Plan assets changed 17.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202456out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions44th percentileTypical peer $1,592 · based on 804 comparable plans
Lower reported administrative expense84th percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, WORTH ROSS MANAGEMENT CO. INC. reported $666,773 in employer contributions across the plan and 475 active participants. That works out to $1,404 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 17.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 41.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context56/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$666,773
Participant contributions
$1,284,177
Other contributions
$126,969
Employer share of reported contributions
34.2%
Beginning assets
$9,255,352
Ending assets
$10,865,059
Ending net assets
$10,865,059
Ending liabilities
$0
Total income
$3,268,746
Total expenses
$1,659,039
Administrative expenses
$19,600
Participant loans
$361,942

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,193
2023
$1,320
2024
$1,404
Plan-paid administrative expenses per participant
2022
$25
2023
$27
2024
$35
Active participants
2022
459
2023
447
2024
475
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,40447510.9M20250712052201NAL0005112963001
2023$1,3204479.3M20241002054426NAL0007903889001
2022$1,1934597.2M20231014075125NAL0046873840001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
3.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
030380975-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2013
Industry
Real estate
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
STATE STREET GLOBAL MARKETS2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250712052201NAL0005112963001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗