ESOP · DOL Form 5500 · 2022

Cox & Company, Inc. ESOP

Data updated 2026-08-25

$45M
Total assets Below avg plan size
277
Participants Below avg headcount
87th
Percentile by assets National rank
$161,250
Avg per participant Above avg balance/head
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Official DOL plan name: Cox & Company, Inc. Employee Stock Ownership Plan · Sponsored by Cox & Company, Inc. · New York · Manufacturing

$45M in assets, 277 participants

Cox & Company, Inc.'s Cox & Company, Inc. Employee Stock Ownership Plan reported $45M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,697 in Manufacturing (20,602 peers)

Coverage in New York

Cox & Company, Inc. Employee Stock Ownership Plan covers 277 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $45M.

#16,697
in Manufacturing (20,602 peers)
+34.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cox & Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cox & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$44,666,128 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cox & Company, Inc. Employee Stock Ownership Plan among mid-size 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. Employee Stock Ownership Plan sits mid-pack in the medium band (277 participants).

EBSA filing schedule strip

Filing strip 135618975 · Cox & Company, Inc. PY 2022 · ESOP

Cox & Company, Inc. Employee Stock Ownership Plan · $45M · 277 · 87th

  • VS-ST $45M
  • VS-ST 277
  • VS-ST 87th
  • VS-ST ESOP
  • VS-ST near Trinity Group Holdings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #16697

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. Employee Stock Ownership Plan in the asset neighbourhood

Cox & Company, Inc. Employee Stock Ownership PlanCox & Company, Inc. Employee…$45MTrinity Group Holdings, Inc. Employee Stock Ownership PlanTrinity Group Holdings, Inc.…$45MInfoverity, Inc. Employee Stock Ownership PlanInfoverity, Inc. Employee St…$45MSchaedler Yesco Distribution Inc. Employee Stock Ownership PlanSchaedler Yesco Distribution…$45MThe Brewer Company Employee Stock Ownership PlanThe Brewer Company Employee …$45M
End-of-year total assets ($M) among Cox & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$44M
Net Income$730K
Employer EIN135618975
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cox & Company, Inc.)

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
$60M$70M$80M$90M$100M$110M 202220232024 $71.1M $101M ▲ +42.6%
Year Plans Participants Total Assets
2022 3 594 $71M
2023 2 504 $90M
2024 2 467 $101M

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cox & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Cox & Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 44.666128 · Participants: 277Cox & Company, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Cox & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Cox & Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cox & Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Trinity Group Holdings, Inc. Employee Stock Ownership Plan in MO ($45M); by covered participants it is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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.

Frequently Asked Questions

How did Cox & Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cox & Company, Inc. Employee Stock Ownership Plan surged - up 34.5% during 2022, from $33M to $45M. Reported net income was $730K.
How have Cox & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cox & Company, Inc.'s sponsor-wide assets grew 42.6%, from $71M to $101M.
Where does Cox & Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cox & Company, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Cox & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Trinity Group Holdings, Inc. Employee Stock Ownership Plan in MO ($45M, 179 participants).
Which ESOP plans cover a similar participant headcount to Cox & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA (277 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135618975.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.