401(k) · DOL Form 5500 · 2023

Cox & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
234
Participants Below avg headcount
80th
Percentile by assets National rank
$137,337
Avg per participant Near avg balance/head
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Official DOL plan name: Cox & Company, Inc. 401(k) Savings Plan · Sponsored by Cox & Company, Inc. · New York · Manufacturing

$32M in assets, 234 participants

Cox & Company, Inc.'s Cox & Company, Inc. 401(k) Savings Plan reported $32M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,528 in Manufacturing (18,722 peers)

Coverage in New York

Cox & Company, Inc. 401(k) Savings Plan covers 234 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $32M.

#13,528
in Manufacturing (18,722 peers)
+21.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cox & Company, Inc. 401(k) Savings Plan's outsized position by total assets

Cox & Company, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$32,136,845 Top 20% higher than 80% 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

Cox & Company, Inc. 401(k) Savings 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. Cox & Company, Inc. 401(k) Savings Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cox & Company, Inc. 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Cox & Company, Inc. 401(k) Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135618975 · Cox & Company, Inc. PY 2023 · 401(k)

Cox & Company, Inc. 401(k) Savings Plan · $32M · 234 · 80th

  • ASSETS $32M
  • PCT 234
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Access Management Services, LLC 401(k) Retirement Plan
  • IND ind #13528

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 Manufacturing retirement plans → · Plans in New York →

Cox & Company, Inc. 401(k) Savings Plan in the asset neighbourhood

Cox & Company, Inc. 401(k) Savings PlanCox & Company, Inc. 401(k) S…$32MAccess Management Services, LLC 401(k) Retirement PlanAccess Management Services, …$32MSarasota Emergency Associates, PA 401(k) Profit Sharing PlanSarasota Emergency Associate…$32MYamato Transport 401(k) Plan$32MKoroseal Interior Products Retirement Savings Plan and TrustKoroseal Interior Products R…$32M
End-of-year total assets ($M) among Cox & Company, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN135618975
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cox & Company, Inc.)

Sponsor-wide plan assets over time

All Cox & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 42.62942313359124% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $71.1M $101M ▲ +42.6%
Year Plans Participants Total Assets
2022 3 594 $71M
2023 2 504 $90M
2024 2 467 $101M

Nearby 401(k) Plans in New York

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

Cox & Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cox & Company, Inc. 401(k) Savings Plan, Total assets ($B): 0.032136845 · Participants: 234Cox & Company, Inc. 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cox & Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cox & Company, Inc. 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Access Management Services, LLC 401(k) Retirement Plan in CO ($32M); by covered participants it is Toyo Automotive 401(k) Plan in KY (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Cox & Company, Inc. 401(k) Savings Plan assets move in 2023? ▼
Cox & Company, Inc. 401(k) Savings Plan grew sharply - up 21.4% during 2023, from $26M to $32M. Reported net income was $6M.
How have Cox & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cox & Company, Inc.'s sponsor-wide assets grew 42.6%, from $71M to $101M.
Where does Cox & Company, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Cox & Company, Inc. 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cox & Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Access Management Services, LLC 401(k) Retirement Plan in CO ($32M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Cox & Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyo Automotive 401(k) Plan in KY (234 participants, N/A 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 135618975.

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.