Ross & Roberts Inc.
Plan context: Employees' Retirement Plan of Ross & Roberts Inc.
EIN 06-0801787 • Fairfield, CT • 72 filings • 20 plans
Current Snapshot
Latest Year
2019
2019 Participants
88
2019 Assets
$3,277,980
2019 Contributions
$11,195
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 0 | $0 | - | - |
| 2018 | 1 | 88 | $3,277,980 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 88 | $3,277,980 | - | - |
| 2017 | 1 | 84 | $3,648,318 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 84 | $3,648,318 | $0 | - |
| 2016 | 1 | 86 | $3,838,433 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 86 | $3,838,433 | $0 | - |
| 2015 | 1 | 91 | $3,512,088 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 91 | $3,512,088 | $0 | - |
| 2014 | 1 | 0 | $3,988,482 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 0 | $3,988,482 | - | - |
| 2013 | 1 | 0 | $4,362,305 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 0 | $4,362,305 | - | - |
| 2012 | 2 | 0 | $4,521,341 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 0 | $4,521,341 | - | - |
| Ross & Roberts Inc. Hourly 401K Plan | - | 0 | $0 | $0 | - |
| 2011 | 2 | 3 | $5,445,187 | $11,195 | $3,732iApproximate average salary by contribution assumption: employee only about $93,292 at 4% or $62,194 at 6%; with 50% employer match about $62,194 at 4% or $41,463 at 6%; with 100% employer match about $46,646 at 4% or $31,097 at 6%. |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 0 | $4,972,000 | - | - |
| Ross & Roberts Inc. Hourly 401K Plan | - | 3 | $473,187 | $11,195 | $3,732iApproximate average salary by contribution assumption: employee only about $93,292 at 4% or $62,194 at 6%; with 50% employer match about $62,194 at 4% or $41,463 at 6%; with 100% employer match about $46,646 at 4% or $31,097 at 6%. |
| 2010 | 3 | 4 | $5,579,022 | $13,410 | $3,353iApproximate average salary by contribution assumption: employee only about $83,813 at 4% or $55,875 at 6%; with 50% employer match about $55,875 at 4% or $37,250 at 6%; with 100% employer match about $41,906 at 4% or $27,938 at 6%. |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 0 | $5,096,117 | - | - |
| Ross & Roberts Inc. Hourly 401K Plan | - | 4 | $482,905 | $13,410 | $3,353iApproximate average salary by contribution assumption: employee only about $83,813 at 4% or $55,875 at 6%; with 50% employer match about $55,875 at 4% or $37,250 at 6%; with 100% employer match about $41,906 at 4% or $27,938 at 6%. |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 0 | $0 | $0 | - |
| 2009 | 3 | 7 | $8,450,062 | $13,410 | $1,916iApproximate average salary by contribution assumption: employee only about $47,893 at 4% or $31,929 at 6%; with 50% employer match about $31,929 at 4% or $21,286 at 6%; with 100% employer match about $23,946 at 4% or $15,964 at 6%. |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 0 | $4,600,385 | - | - |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 7 | $3,408,217 | $0 | - |
| Ross & Roberts Inc. Hourly 401K Plan | - | 4 | $441,460 | $13,410 | $3,353iApproximate average salary by contribution assumption: employee only about $83,813 at 4% or $55,875 at 6%; with 50% employer match about $55,875 at 4% or $37,250 at 6%; with 100% employer match about $41,906 at 4% or $27,938 at 6%. |
| 2008 | 3 | 11 | $7,918,090 | $6,125 | $557iApproximate average salary by contribution assumption: employee only about $13,920 at 4% or $9,280 at 6%; with 50% employer match about $9,280 at 4% or $6,187 at 6%; with 100% employer match about $6,960 at 4% or $4,640 at 6%. |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 0 | $4,288,952 | - | - |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 8 | $2,933,385 | - | - |
| Ross & Roberts Inc. Hourly 401K Plan | - | 11 | $695,753 | $6,125 | $557iApproximate average salary by contribution assumption: employee only about $13,920 at 4% or $9,280 at 6%; with 50% employer match about $9,280 at 4% or $6,187 at 6%; with 100% employer match about $6,960 at 4% or $4,640 at 6%. |
| 2007 | 5 | 60 | $7,035,704 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 27 | $7,035,704 | - | - |
| Ross & Roberts Inc. Hourly 401K Plan | - | 46 | - | - | - |
| Ross & Roberts Inc. Disability Coverage | - | 60 | - | - | - |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 13 | - | - | - |
| Ross & Roberts Inc. Health Insurance | - | 53 | - | - | - |
| 2006 | 6 | 72 | $14,776,598 | $230,043 | $3,195iApproximate average salary by contribution assumption: employee only about $79,876 at 4% or $53,251 at 6%; with 50% employer match about $53,251 at 4% or $35,500 at 6%; with 100% employer match about $39,938 at 4% or $26,625 at 6%. |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 34 | $6,564,142 | - | - |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 15 | $5,203,402 | $97,058 | $6,471iApproximate average salary by contribution assumption: employee only about $161,763 at 4% or $107,842 at 6%; with 50% employer match about $107,842 at 4% or $71,895 at 6%; with 100% employer match about $80,882 at 4% or $53,921 at 6%. |
| Ross & Roberts Inc. Hourly 401K Plan | - | 54 | $3,009,054 | $132,985 | $2,463iApproximate average salary by contribution assumption: employee only about $61,567 at 4% or $41,045 at 6%; with 50% employer match about $41,045 at 4% or $27,363 at 6%; with 100% employer match about $30,784 at 4% or $20,522 at 6%. |
| Ross & Roberts Inc. Disability Coverage | - | 60 | - | - | - |
| Ross & Roberts Inc. Health Insurance | - | 72 | - | - | - |
| Life Insurance | - | 61 | - | - | - |
| 2005 | 6 | 67 | $13,675,450 | $281,623 | $4,203iApproximate average salary by contribution assumption: employee only about $105,083 at 4% or $70,055 at 6%; with 50% employer match about $70,055 at 4% or $46,704 at 6%; with 100% employer match about $52,542 at 4% or $35,028 at 6%. |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 39 | $5,854,340 | - | - |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 16 | $4,841,638 | $100,658 | $6,291iApproximate average salary by contribution assumption: employee only about $157,278 at 4% or $104,852 at 6%; with 50% employer match about $104,852 at 4% or $69,901 at 6%; with 100% employer match about $78,639 at 4% or $52,426 at 6%. |
| Ross & Roberts Inc. Hourly 401K Plan | - | 67 | $2,979,472 | $180,965 | $2,701iApproximate average salary by contribution assumption: employee only about $67,524 at 4% or $45,016 at 6%; with 50% employer match about $45,016 at 4% or $30,011 at 6%; with 100% employer match about $33,762 at 4% or $22,508 at 6%. |
| Ross & Roberts Inc. Disability Coverage | - | 60 | - | - | - |
| Ross & Roberts Inc. Health Insurance | - | 60 | - | - | - |
| Life Insurance | - | 60 | - | - | - |
| 2004 | 6 | 80 | $14,075,100 | $313,818 | $3,923iApproximate average salary by contribution assumption: employee only about $98,068 at 4% or $65,379 at 6%; with 50% employer match about $65,379 at 4% or $43,586 at 6%; with 100% employer match about $49,034 at 4% or $32,689 at 6%. |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 42 | $6,333,039 | - | - |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 17 | $4,577,386 | $115,788 | $6,811iApproximate average salary by contribution assumption: employee only about $170,276 at 4% or $113,518 at 6%; with 50% employer match about $113,518 at 4% or $75,678 at 6%; with 100% employer match about $85,138 at 4% or $56,759 at 6%. |
| Ross & Roberts Inc. Hourly 401K Plan | - | 66 | $3,164,675 | $198,030 | $3,000iApproximate average salary by contribution assumption: employee only about $75,011 at 4% or $50,008 at 6%; with 50% employer match about $50,008 at 4% or $33,338 at 6%; with 100% employer match about $37,506 at 4% or $25,004 at 6%. |
| Ross & Roberts Inc. Health Insurance | - | 80 | - | - | - |
| Life Insurance | - | 80 | - | - | - |
| Ross & Roberts Inc. Disability Coverage | - | 80 | - | - | - |
| 2003 | 6 | 88 | $12,678,857 | $324,639 | $3,689iApproximate average salary by contribution assumption: employee only about $92,227 at 4% or $61,485 at 6%; with 50% employer match about $61,485 at 4% or $40,990 at 6%; with 100% employer match about $46,113 at 4% or $30,742 at 6%. |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 44 | $5,818,972 | - | - |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 21 | $3,932,723 | $116,864 | $5,565iApproximate average salary by contribution assumption: employee only about $139,124 at 4% or $92,749 at 6%; with 50% employer match about $92,749 at 4% or $61,833 at 6%; with 100% employer match about $69,562 at 4% or $46,375 at 6%. |
| Ross & Roberts Inc. Hourly 401K Plan | - | 81 | $2,927,162 | $207,775 | $2,565iApproximate average salary by contribution assumption: employee only about $64,128 at 4% or $42,752 at 6%; with 50% employer match about $42,752 at 4% or $28,501 at 6%; with 100% employer match about $32,064 at 4% or $21,376 at 6%. |
| Life Insurance | - | 88 | - | - | - |
| Ross & Roberts Inc. Health Insurance | - | 85 | - | - | - |
| Ross & Roberts Inc. Disability Coverage | - | 85 | - | - | - |
| 2002 | 6 | 100 | $5,882,366 | $363,295 | $3,633iApproximate average salary by contribution assumption: employee only about $90,824 at 4% or $60,549 at 6%; with 50% employer match about $60,549 at 4% or $40,366 at 6%; with 100% employer match about $45,412 at 4% or $30,275 at 6%. |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 22 | $3,494,248 | $135,635 | $6,165iApproximate average salary by contribution assumption: employee only about $154,131 at 4% or $102,754 at 6%; with 50% employer match about $102,754 at 4% or $68,503 at 6%; with 100% employer match about $77,065 at 4% or $51,377 at 6%. |
| Ross & Roberts Inc. Hourly 401K Plan | - | 83 | $2,388,118 | $227,660 | $2,743iApproximate average salary by contribution assumption: employee only about $68,572 at 4% or $45,715 at 6%; with 50% employer match about $45,715 at 4% or $30,477 at 6%; with 100% employer match about $34,286 at 4% or $22,857 at 6%. |
| Ross & Roberts Inc. Health Insurance | - | 100 | - | - | - |
| Ross & Roberts Inc. Disability Coverage | - | 82 | - | - | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 48 | - | - | - |
| Life Insurance | - | 98 | - | - | - |
| 2001 | 6 | 87 | $6,535,146 | $0 | - |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 52 | $6,535,146 | - | - |
| Life Insurance | - | 0 | - | - | - |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 21 | - | - | - |
| Ross & Roberts Inc. Health Insurance | - | 0 | - | - | - |
| Ross & Roberts Inc. Hourly 401K Plan | - | 80 | - | - | - |
| Ross & Roberts Inc. Disability Coverage | - | 87 | - | - | - |
| 2000 | 6 | 104 | $12,337,655 | $497,582 | $4,784iApproximate average salary by contribution assumption: employee only about $119,611 at 4% or $79,741 at 6%; with 50% employer match about $79,741 at 4% or $53,160 at 6%; with 100% employer match about $59,806 at 4% or $39,870 at 6%. |
| Employees' Retirement Plan of Ross & Roberts Inc. | - | 52 | $7,184,211 | - | - |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 22 | $3,406,436 | $254,561 | $11,571iApproximate average salary by contribution assumption: employee only about $289,274 at 4% or $192,849 at 6%; with 50% employer match about $192,849 at 4% or $128,566 at 6%; with 100% employer match about $144,637 at 4% or $96,425 at 6%. |
| Ross & Roberts Inc. Hourly 401K Plan | - | 0 | $1,747,008 | $243,021 | - |
| Life Insurance | - | 104 | - | - | - |
| Ross & Roberts Inc. Disability Coverage | - | 92 | - | - | - |
| Ross & Roberts Inc. Health Insurance | - | 104 | - | - | - |
| 1999 | 5 | 111 | $4,923,061 | $514,190 | $4,632iApproximate average salary by contribution assumption: employee only about $115,809 at 4% or $77,206 at 6%; with 50% employer match about $77,206 at 4% or $51,470 at 6%; with 100% employer match about $57,904 at 4% or $38,603 at 6%. |
| Thrift & Profit Sharing Plan for Employees of Ross & Roberts Inc. | - | 25 | $3,424,240 | $269,875 | $10,795iApproximate average salary by contribution assumption: employee only about $269,875 at 4% or $179,917 at 6%; with 50% employer match about $179,917 at 4% or $119,944 at 6%; with 100% employer match about $134,938 at 4% or $89,958 at 6%. |
| Ross & Roberts Inc. Hourly 401K Plan | - | 85 | $1,498,821 | $244,315 | $2,874iApproximate average salary by contribution assumption: employee only about $71,857 at 4% or $47,905 at 6%; with 50% employer match about $47,905 at 4% or $31,937 at 6%; with 100% employer match about $35,929 at 4% or $23,952 at 6%. |
| Ross & Roberts Inc. Disability Coverage | - | 0 | - | - | - |
| Ross & Roberts Inc. Health Insurance | - | 0 | - | - | - |
| Life Insurance | - | 111 | - | - | - |