ESOP · DOL Form 5500 · 2022
Cox & Company, Inc. ESOP
Data updated 2026-08-11
- $45M
- Total assets
- 277
- Participants
- 87th
- Percentile by assets
- $161,250
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $45M
- total plan assets (2022 EOY)
- 277
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $161,250
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Cox & Company, Inc. Employee Stock Ownership Plan reports 277 participants - about 35% of that state average ($45M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $730K |
| Employer EIN | 135618975 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cox & Company, Inc.)
| 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
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Cox & Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Cox & Company, Inc. Employee Stock Owner…
Filing takeaways
Ways to act on Cox & Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Cox & Company, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Cox & Company, Inc.'s sponsor-wide assets have grown 42.6% since 2022 across 3 plan years on file. More Manufacturing plans