ESOP · DOL Form 5500 · 2023
W.J. Cox Associates, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $245,972
- Avg per participant Above avg balance/head
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.
- #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.
- #2,758
- in Finance & Insurance (8,869 peers)
- +1.8%
- assets growth YoY
W.J. Cox Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
W.J. Cox Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.J. Cox Associates, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.
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.
Plan-year Form 5500 strip
Filing strip 161125740 · W.J. Cox Associates, Inc. PY 2023 · ESOP
W.J. Cox Associates, Inc. Employee Stock Ownership Plan · $5M · 20 · 44th
- PART $5M
- TYPE 20
- NET 44th
- BOOK ESOP
- VS-ST near South Barnes Development Company Employee Stock Ownership Plan
- BOY ind #2758
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 →
W.J. Cox Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
W.J. Cox Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All W.J. Cox Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 22.978101404493508% vs 2022
- 2024 filing year
| 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 EIN | 161125740 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
W.J. Cox Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is South Barnes Development Company Employee Stock Ownership Plan in MO ($5M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.