401(k) · DOL Form 5500 · 2023

H.F. Cox, Inc. Cox Petroleum Transport 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
269
Participants Below avg headcount
59th
Percentile by assets National rank
$37,559
Avg per participant Low balance/head
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Official DOL plan name: H.F. Cox, Inc. 401(k) Plan · Sponsored by H.F. Cox, Inc. Cox Petroleum Transport · California · Transportation & Warehousing

$10M in assets, 269 participants

H.F. Cox, Inc. Cox Petroleum Transport's H.F. Cox, Inc. 401(k) Plan reported $10M in total assets and 269 participants in its 2023 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.

  • #1,999 in Transportation & Warehousing (3,362 peers)

Coverage in California

H.F. Cox, Inc. 401(k) Plan covers 269 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $10M.

#1,999
in Transportation & Warehousing (3,362 peers)
+29.3%
assets growth YoY

H.F. Cox, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

H.F. Cox, Inc. 401(k) Plan vs every filed plan by assets

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

$10,103,426 Top 41% higher than 59% of 127,068 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 2023

H.F. Cox, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.F. Cox, Inc. 401(k) Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H.F. Cox, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • H.F. Cox, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • H.F. Cox, Inc. 401(k) Plan reported participants rose from 253 in the plan year 2022 filing to 269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952702458 · H.F. Cox, Inc. Cox Petroleum Transport PY 2023 · 401(k)

H.F. Cox, Inc. 401(k) Plan · $10M · 269 · 59th

  • NET $10M
  • NET 269
  • NET 59th
  • NET 401(k)
  • NET near Community Interactions, Inc. 401(k) Profit Sharing Plan
  • NET ind #1999

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 Transportation & Warehousing retirement plans → · Plans in California →

H.F. Cox, Inc. 401(k) Plan in the asset neighbourhood

H.F. Cox, Inc. 401(k) Plan$10MCommunity Interactions, Inc. 401(k) Profit Sharing PlanCommunity Interactions, Inc.…$10MVinylmax, LLC Profit Sharing 401(k) PlanVinylmax, LLC Profit Sharing…$10MFoursquare Healthcare 401(k) Retirement PlanFoursquare Healthcare 401(k)…$10MLatch 401(k) Plan$10M
End-of-year total assets ($M) among H.F. Cox, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN952702458
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.F. Cox, Inc. Cox Petroleum Transport)

Sponsor-wide plan assets over time

All H.F. Cox, Inc. Cox Petroleum Transport plans reported in each filing year

Latest sponsor-wide plan assets
$11M 46.682662254443734% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.81M $11.5M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 253 $8M
2023 1 269 $10M
2024 1 271 $11M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

H.F. Cox, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants H.F. Cox, Inc. 401(k) Plan, Total assets ($B): 0.010103426 · Participants: 269H.F. Cox, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
H.F. Cox, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare H.F. Cox, Inc. 401(k) Plan side-by-side with 3 peers →

H.F. Cox, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Community Interactions, Inc. 401(k) Profit Sharing Plan in PA ($10M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (269 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.

Frequently Asked Questions

How did H.F. Cox, Inc. 401(k) Plan assets move in 2023? ▼
H.F. Cox, Inc. 401(k) Plan grew sharply - up 29.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have H.F. Cox, Inc. Cox Petroleum Transport plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.F. Cox, Inc. Cox Petroleum Transport's sponsor-wide assets grew 46.7%, from $8M to $11M.
Which 401(k) plans are similar in size to H.F. Cox, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Interactions, Inc. 401(k) Profit Sharing Plan in PA ($10M, 438 participants).
Which 401(k) plans cover a similar participant headcount to H.F. Cox, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants, $11M in assets).

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 952702458.

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.