ESOP · DOL Form 5500 · 2022
Cox & Company, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 82
- Participants Small participant base
Official DOL plan name: Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan · Sponsored by Cox & Company, Inc. · New York · Manufacturing
N/A in assets, 82 participants
Cox & Company, Inc.'s Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan reported N/A in total assets and 82 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Cox & Company, Inc. multi-year trail
Cox & Company, Inc.'s plans moved +42.6% in assets from 2022 to 2024; this filing shows Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan at N/A / 82 participants.
- -$506K
- reported net income
The plan reported a net loss of $506K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 135618975 · Cox & Company, Inc. PY 2022 · ESOP
Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan · N/A · 82
- PART N/A
- TYPE 82
- NET PY 2022
- BOOK ESOP
- VS-ST near Ipt Employee Stock Ownership Plan
- BOY -$506K
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 What is an ESOP? → · Plans in New York →
Cox & Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cox & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 42.62942313359124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 594 | $71M |
| 2023 | 2 | 504 | $90M |
| 2024 | 2 | 467 | $101M |
Cox & Company, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$506K |
| Employer EIN | 135618975 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside New York, the nearest ESOP by covered participants is Ipt Employee Stock Ownership Plan in CA (82 participants; this filing: 82 participants).
Similar participant headcount
Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.