ESOP · DOL Form 5500 · 2023

W.J. Cox Associates, Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
20
Participants
44th
Percentile by assets
$245,972
Avg per participant
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Official DOL plan name: W.J. Cox Associates, Inc. Employee Stock Ownership Plan · Sponsored by W.J. Cox Associates, Inc. · New York · Finance & Insurance

$5M in assets, 20 participants

W.J. Cox Associates, Inc.'s W.J. Cox Associates, Inc. Employee Stock Ownership Plan reported $5M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • 44th percentile by assets (of 127,072 plans)
  • #2,758 in Finance & Insurance (8,869 peers)

W.J. Cox Associates, Inc. multi-year trail

W.J. Cox Associates, Inc.'s plans moved +23.0% in assets from 2022 to 2024; this filing shows W.J. Cox Associates, Inc. Employee Stock Ownership Plan at $5M / 20 participants.

$5M
total plan assets (2023 EOY)
20
covered participants
44th
percentile by assets (of 127,072 plans)
$245,972
avg assets per participant

Where W.J. Cox Associates, Inc. Employee Stock Ownership Plan sits by total assets

W.J. Cox Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,919,449 44th percentile higher than 44% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.J. Cox Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$57K in the plan year 2022 filing to $94K in the plan year 2023 filing.
  • W.J. Cox Associates, Inc. Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • W.J. Cox Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

W.J. Cox Associates, Inc. across 3 plan years on file

Across the 3 plan years W.J. Cox Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 23.0%, while reported participants moved from 25 to 23 (-8.0%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).

W.J. Cox Associates, Inc. multi-year asset trail

$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.83M $5.94M ▲ +23.0%
Total plan assets by year, all W.J. Cox Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 20 $5M
2024 1 23 $6M

W.J. Cox Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$94K
Employer EIN161125740
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

W.J. Cox Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants W.J. Cox Associates,…, Total assets ($M): 4.919449 · Participants: 20W.J. Cox Associates,…Stewart's Shops Corp…, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp…North Coast Holdings…, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings…Griffon Corporation …, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation …Greenman-Pedersen, I…, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, I…H.C. Wainwright & Co…, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co…
W.J. Cox Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare W.J. Cox Associates, Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to W.J. Cox Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did W.J. Cox Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
W.J. Cox Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 1.8% during 2023, from $5M to $5M. Reported net income was $94K.
How have W.J. Cox Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.J. Cox Associates, Inc.'s sponsor-wide assets grew 23.0%, from $5M to $6M.
Which ESOP plans are similar in size to W.J. Cox Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is South Barnes Development Company Employee Stock Ownership Plan in MO ($5M, 21 participants).

Next read for W.J. Cox Associates, Inc. Employee Stock…

Multi-year trail

Ways to act on W.J. Cox Associates, Inc. Employee Stock Ownership Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161125740.

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.