ESOP · DOL Form 5500 · 2022

Cox's Smokers Outlet, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
120
Participants Small participant base
59th
Percentile by assets National rank
$62,350
Avg per participant Low balance/head
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Official DOL plan name: Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan · Sponsored by Cox's Smokers Outlet, Inc. · Kentucky · Retail Trade

$7M in assets, 120 participants

Cox's Smokers Outlet, Inc.'s Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan reported $7M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,594 in Retail Trade (9,519 peers)

Coverage in Kentucky

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan covers 120 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $7M.

#6,594
in Retail Trade (9,519 peers)
-23.7%
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.

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,482,000 Top 41% higher than 59% 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's Smokers Outlet, 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's Smokers Outlet, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

Published 5500 schedule card

Filing strip 850879429 · Cox's Smokers Outlet, Inc. PY 2022 · ESOP

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan · $7M · 120 · 59th

  • PCT $7M
  • PCT 120
  • PCT 59th
  • PCT ESOP
  • PCT near Arrowpac, Inc. Employee Stock Ownership Plan
  • PCT ind #6594

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 Kentucky →

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Arrowpac, Inc. Employee Stock Ownership PlanArrowpac, Inc. Employee Stoc…$7MPathfinder Bank Employee Stock Ownership PlanPathfinder Bank Employee Sto…$7MDe Pere Foundry, Inc. 2015 Amended and Restated Employee Stock Ownership PlanDe Pere Foundry, Inc. 2015 A…$7MCox's Smokers Outlet, Inc. Employee Stock Ownership PlanCox's Smokers Outlet, Inc. E…$7MNbs Government Finance Group Employee Stock Ownership Plan and TrustNbs Government Finance Group…$7M
End-of-year total assets ($M) among Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN850879429
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cox's Smokers Outlet, Inc.)

Sponsor-wide plan assets over time

All Cox's Smokers Outlet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.8398823843892% vs 2022
2023 filing year
$7M$8M$9M$10M$11M 20222023 $7.48M $10.4M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 120 $7M
2023 1 150 $10M

Nearby ESOP Plans in Kentucky

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

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007482 · Participants: 120Cox's Smokers Outlet, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Arrowpac, Inc. Employee Stock Ownership Plan in NJ ($7M); by covered participants it is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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's Smokers Outlet, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan declined sharply - down 23.7% during 2022, from $10M to $7M. Reported net income was -$2M.
How have Cox's Smokers Outlet, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cox's Smokers Outlet, Inc.'s sponsor-wide assets grew 38.8%, from $7M to $10M.
Which ESOP plans are similar in size to Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Arrowpac, Inc. Employee Stock Ownership Plan in NJ ($7M, 51 participants).
Which ESOP plans cover a similar participant headcount to Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (120 participants, $29M 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 850879429.

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.