Bobby Cox Companies, Inc. 401(k) Savings Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bobby Cox Companies, Inc. · Texas · Management of Enterprises

What the 2023 filing shows

Bobby Cox Companies, Inc. 401(k) Savings Plan holds $17M for 1,616 participants — about $10,285 per participant, down 12.6% over the 2022 plan year.

$17M
total plan assets (2022 EOY): 1,616
covered participants: $10,285
avg assets per participant: -12.6%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$17M

Participants

1,616

State

Texas

Industry

Management of Enterprises

What the Filing Says About Bobby Cox Companies, Inc. 401(k) Savings Plan

Bobby Cox Companies, Inc. 401(k) Savings Plan is a 401(k) retirement plan sponsored by Bobby Cox Companies, Inc., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 1,616 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 752022854, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $17M at year-end — a decline of 12.6%. Net assets (after liabilities) closed the year at $17M, with reported net income of $-2,389,150 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$19M
Total Assets (End of Year)	$17M
Net Assets (End of Year)	$17M
Net Income	$-2,389,150
Plan Type	401(k)
Employer EIN	752022854
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bobby Cox Companies, Inc.)

Year	Plans	Participants	Total Assets
2022	1	1,616	$17M
2023	1	1,652	$21M
2024	1	2,150	$23M

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Compare Bobby Cox Companies, Inc. 401(k) Savings… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Bobby Cox Companies, Inc. 401(k) Savings Plan? ▼

As of the 2022 Form 5500 filing, Bobby Cox Companies, Inc. 401(k) Savings Plan holds $17M in total assets with 1,616 participants. It is sponsored by Bobby Cox Companies, Inc..

What type of plan is Bobby Cox Companies, Inc. 401(k) Savings Plan? ▼

Bobby Cox Companies, Inc. 401(k) Savings Plan is a 401(k) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 752022854.

Who sponsors the Bobby Cox Companies, Inc. 401(k) Savings Plan? ▼

Bobby Cox Companies, Inc. 401(k) Savings Plan is sponsored by Bobby Cox Companies, Inc., located in Texas. The sponsor's EIN is 752022854 and the plan operates in the Management of Enterprises industry.

How did Bobby Cox Companies, Inc. 401(k) Savings Plan perform in 2022? ▼

Bobby Cox Companies, Inc. 401(k) Savings Plan declined by 12.6% during 2022, moving from $19M to $17M in total assets. Net income was $-2,389,150.

Where can I find official filings for Bobby Cox Companies, Inc. 401(k) Savings Plan? ▼

Official Form 5500 filings for Bobby Cox Companies, Inc. 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 752022854 or plan name at efast.dol.gov.

How does Bobby Cox Companies, Inc. 401(k) Savings Plan compare to other plans? ▼

You can compare Bobby Cox Companies, Inc. 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.