How big is Worth Ross Management Company, Inc.'s plan?

Worth Ross Management Company, Inc.'s plan reported $142K in assets and 4 participants for 2024.

Original filing (PDF)20251013163346NAL0001603745001

Worth Ross Management Company, Inc.

Name: Worth Ross Management Company, Inc. — Worth Ross, Form 5500 (2024)
Creator: Worth Ross Management Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Worth Ross Management Company Retirement Plan

401(k) retirement plan · Worth Ross Management Company, Inc.'s Worth Ross Management Company Retirement Plan held $142K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

Plan identifiers

Worth Ross Management Company, Inc.'s EIN is 03-0380975.

EIN 03-0380975

Plan number 002

Plan year 2024

ACK ID 20251013163346NAL0001603745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Worth Ross Management Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Worth Ross Management Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORTH ROSS MANAGEMENT COMPANY, INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score