Civic Intelligence

Worth Ross Management Co. Inc.

Plan context: Worth Ross 401K Plan

EIN 03-0380975 • Irving, TX • 36 filings • 7 plans

6565 N. Macarthur Blvd Ste 420Irving, TX 75039
Current Snapshot

Latest Year

2024

2024 Participants

475

2024 Assets

$11,006,872

2024 Contributions

$2,110,787

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,006,872$5,503,436$0201320192024YearValue
$11,006,872Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4752380201320192024YearValue
475Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20245475$11,006,872$2,110,787$4,444iApproximate average salary by contribution assumption: employee only about $111,094 at 4% or $74,063 at 6%; with 50% employer match about $74,063 at 4% or $49,375 at 6%; with 100% employer match about $55,547 at 4% or $37,031 at 6%.
Worth Ross 401K Plan-475$10,865,059$2,077,919$4,375iApproximate average salary by contribution assumption: employee only about $109,364 at 4% or $72,909 at 6%; with 50% employer match about $72,909 at 4% or $48,606 at 6%; with 100% employer match about $54,682 at 4% or $36,455 at 6%.
WORTH ROSS MANAGEMENT COMPANY RETIREMENT PLAN-4$141,813$32,868$8,217iApproximate average salary by contribution assumption: employee only about $205,425 at 4% or $136,950 at 6%; with 50% employer match about $136,950 at 4% or $91,300 at 6%; with 100% employer match about $102,713 at 4% or $68,475 at 6%.
Worth Ross Health and Welfare Plan-397---
Worth Ross Ancillary Benefits Plan-419---
Worth Ross Employee Assistance Program-467---
20235447$9,255,352$1,802,500$4,032iApproximate average salary by contribution assumption: employee only about $100,811 at 4% or $67,207 at 6%; with 50% employer match about $67,207 at 4% or $44,805 at 6%; with 100% employer match about $50,405 at 4% or $33,604 at 6%.
Worth Ross 401K Plan-447$9,255,352$1,802,500$4,032iApproximate average salary by contribution assumption: employee only about $100,811 at 4% or $67,207 at 6%; with 50% employer match about $67,207 at 4% or $44,805 at 6%; with 100% employer match about $50,405 at 4% or $33,604 at 6%.
Worth Ross Health and Welfare Plan-352---
Worth Ross Ancillary Benefits Plan-385---
Worth Ross Employee Assistance Program-386---
Worth Ross 401K Plan-0$0--
20224459$7,234,136$1,687,896$3,677iApproximate average salary by contribution assumption: employee only about $91,933 at 4% or $61,289 at 6%; with 50% employer match about $61,289 at 4% or $40,859 at 6%; with 100% employer match about $45,967 at 4% or $30,644 at 6%.
Worth Ross 401K Plan-459$7,234,136$1,687,896$3,677iApproximate average salary by contribution assumption: employee only about $91,933 at 4% or $61,289 at 6%; with 50% employer match about $61,289 at 4% or $40,859 at 6%; with 100% employer match about $45,967 at 4% or $30,644 at 6%.
Worth Ross Health and Welfare Plan-254---
Worth Ross Ancillary Benefits Plan-407---
Worth Ross Employee Assistance Program-377---
20214467$7,922,349$1,916,746$4,104iApproximate average salary by contribution assumption: employee only about $102,610 at 4% or $68,406 at 6%; with 50% employer match about $68,406 at 4% or $45,604 at 6%; with 100% employer match about $51,305 at 4% or $34,203 at 6%.
Worth Ross 401K Plan-424$7,922,349$1,916,746$4,521iApproximate average salary by contribution assumption: employee only about $113,016 at 4% or $75,344 at 6%; with 50% employer match about $75,344 at 4% or $50,229 at 6%; with 100% employer match about $56,508 at 4% or $37,672 at 6%.
Worth Ross Ancillary Benefits Plan-385---
Worth Ross Health and Welfare Plan-299---
Worth Ross Employee Assistance Program-467---
20204467$6,135,012$1,741,404$3,729iApproximate average salary by contribution assumption: employee only about $93,223 at 4% or $62,149 at 6%; with 50% employer match about $62,149 at 4% or $41,432 at 6%; with 100% employer match about $46,611 at 4% or $31,074 at 6%.
Worth Ross 401K Plan-443$6,135,012$1,741,404$3,931iApproximate average salary by contribution assumption: employee only about $98,273 at 4% or $65,516 at 6%; with 50% employer match about $65,516 at 4% or $43,677 at 6%; with 100% employer match about $49,137 at 4% or $32,758 at 6%.
Worth Ross Ancillary Benefits Plan-391---
Worth Ross Health and Welfare Plan-301---
Worth Ross Employee Assistance Program-467---
20193360$4,551,171$1,031,208$2,864iApproximate average salary by contribution assumption: employee only about $71,612 at 4% or $47,741 at 6%; with 50% employer match about $47,741 at 4% or $31,827 at 6%; with 100% employer match about $35,806 at 4% or $23,871 at 6%.
Worth Ross 401K Plan-360$4,551,171$1,031,208$2,864iApproximate average salary by contribution assumption: employee only about $71,612 at 4% or $47,741 at 6%; with 50% employer match about $47,741 at 4% or $31,827 at 6%; with 100% employer match about $35,806 at 4% or $23,871 at 6%.
Worth Ross Health and Welfare Plan-291---
Worth Ross Ancillary Benefits Plan-234---
20183350$3,541,989$1,487,331$4,250iApproximate average salary by contribution assumption: employee only about $106,238 at 4% or $70,825 at 6%; with 50% employer match about $70,825 at 4% or $47,217 at 6%; with 100% employer match about $53,119 at 4% or $35,413 at 6%.
Worth Ross 401K Plan-350$3,541,989$1,487,331$4,250iApproximate average salary by contribution assumption: employee only about $106,238 at 4% or $70,825 at 6%; with 50% employer match about $70,825 at 4% or $47,217 at 6%; with 100% employer match about $53,119 at 4% or $35,413 at 6%.
Worth Ross Ancillary Benefits Plan-156---
Worth Ross Health and Welfare Plan-250---
20172261$2,502,967$560,385$2,147iApproximate average salary by contribution assumption: employee only about $53,677 at 4% or $35,784 at 6%; with 50% employer match about $35,784 at 4% or $23,856 at 6%; with 100% employer match about $26,838 at 4% or $17,892 at 6%.
Worth Ross 401K Plan-261$2,502,967$560,385$2,147iApproximate average salary by contribution assumption: employee only about $53,677 at 4% or $35,784 at 6%; with 50% employer match about $35,784 at 4% or $23,856 at 6%; with 100% employer match about $26,838 at 4% or $17,892 at 6%.
Worth Ross Health and Welfare Plan-198---
20162243$1,801,613$721,744$2,970iApproximate average salary by contribution assumption: employee only about $74,253 at 4% or $49,502 at 6%; with 50% employer match about $49,502 at 4% or $33,002 at 6%; with 100% employer match about $37,127 at 4% or $24,751 at 6%.
Worth Ross 401K Plan-243$1,801,613$721,744$2,970iApproximate average salary by contribution assumption: employee only about $74,253 at 4% or $49,502 at 6%; with 50% employer match about $49,502 at 4% or $33,002 at 6%; with 100% employer match about $37,127 at 4% or $24,751 at 6%.
Worth Ross Health and Welfare Plan-166---
20152160$1,190,766$430,157$2,688iApproximate average salary by contribution assumption: employee only about $67,212 at 4% or $44,808 at 6%; with 50% employer match about $44,808 at 4% or $29,872 at 6%; with 100% employer match about $33,606 at 4% or $22,404 at 6%.
Worth Ross 401K Plan-160$1,190,766$430,157$2,688iApproximate average salary by contribution assumption: employee only about $67,212 at 4% or $44,808 at 6%; with 50% employer match about $44,808 at 4% or $29,872 at 6%; with 100% employer match about $33,606 at 4% or $22,404 at 6%.
Worth Ross Health and Welfare Plan-148---
20141126$878,643$363,547$2,885iApproximate average salary by contribution assumption: employee only about $72,132 at 4% or $48,088 at 6%; with 50% employer match about $48,088 at 4% or $32,059 at 6%; with 100% employer match about $36,066 at 4% or $24,044 at 6%.
Worth Ross 401K Plan-126$878,643$363,547$2,885iApproximate average salary by contribution assumption: employee only about $72,132 at 4% or $48,088 at 6%; with 50% employer match about $48,088 at 4% or $32,059 at 6%; with 100% employer match about $36,066 at 4% or $24,044 at 6%.
20131131$529,892$489,967$3,740iApproximate average salary by contribution assumption: employee only about $93,505 at 4% or $62,337 at 6%; with 50% employer match about $62,337 at 4% or $41,558 at 6%; with 100% employer match about $46,753 at 4% or $31,168 at 6%.
Worth Ross 401K Plan-131$529,892$489,967$3,740iApproximate average salary by contribution assumption: employee only about $93,505 at 4% or $62,337 at 6%; with 50% employer match about $62,337 at 4% or $41,558 at 6%; with 100% employer match about $46,753 at 4% or $31,168 at 6%.