ESOP · DOL Form 5500 · 2023

Cox & Company, Inc. Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
270
Participants Below avg headcount
87th
Percentile by assets National rank
$213,550
Avg per participant Above avg balance/head
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Official DOL plan name: Cox & Company, Inc. Employee Stock Ownership Plan · Sponsored by Cox & Company, Inc. Employee Stock Ownership Plan · New York · Manufacturing

$58M in assets, 270 participants

Cox & Company, Inc. Employee Stock Ownership Plan's Cox & Company, Inc. Employee Stock Ownership Plan reported $58M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,153 in Manufacturing (18,722 peers)

Coverage in New York

Cox & Company, Inc. Employee Stock Ownership Plan covers 270 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $58M.

#15,153
in Manufacturing (18,722 peers)
+29.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cox & Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cox & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$57,658,460 Top 13% higher than 87% 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. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cox & Company, Inc. Employee Stock Ownership Plan reported net income rose from $730K in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Cox & Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $45M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Cox & Company, Inc. Employee Stock Ownership Plan reported participants fell from 277 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135618975 · Cox & Company, Inc. Employee Stock Ownership Plan PY 2023 · ESOP

Cox & Company, Inc. Employee Stock Ownership Plan · $58M · 270 · 87th

  • EBSA $58M
  • PART 270
  • TYPE 87th
  • NET ESOP
  • BOOK near Bayland Buildings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #15153

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 →

Cox & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Severson Group Employee Stock Ownership PlanSeverson Group Employee Stoc…$58MThalhimer, Inc. Employee Stock Ownership Plan and TrustThalhimer, Inc. Employee Sto…$58MImmi Holdings, Inc. Employee Stock Ownership PlanImmi Holdings, Inc. Employee…$58MCox & Company, Inc. Employee Stock Ownership PlanCox & Company, Inc. Employee…$58MBayland Buildings, Inc. Employee Stock Ownership PlanBayland Buildings, Inc. Empl…$58M
End-of-year total assets ($M) among Cox & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$57M
Net Income$13M
Employer EIN135618975
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cox & Company, Inc. Employee Stock Ownership Plan)

Sponsor-wide plan assets over time

All Cox & Company, Inc. Employee Stock Ownership Plan 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 ESOP Plans in New York

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

Cox & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Cox & Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 57.65846 · Participants: 270Cox & Company, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Cox & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Cox & Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Bayland Buildings, Inc. Employee Stock Ownership Plan in WI ($58M); by covered participants it is Sb Financial Group Employee Stock Ownership Plan in OH (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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. Employee Stock Ownership Plan assets move in 2023? ▼
Cox & Company, Inc. Employee Stock Ownership Plan grew sharply - up 29.1% during 2023, from $45M to $58M. Reported net income was $13M.
How have Cox & Company, Inc. Employee Stock Ownership Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cox & Company, Inc. Employee Stock Ownership Plan's sponsor-wide assets grew 42.6%, from $71M to $101M.
Where does Cox & Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cox & Company, Inc. Employee Stock Ownership Plan ranks in the 87th 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 ESOP plans are similar in size to Cox & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bayland Buildings, Inc. Employee Stock Ownership Plan in WI ($58M, 147 participants).
Which ESOP plans cover a similar participant headcount to Cox & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sb Financial Group Employee Stock Ownership Plan in OH (271 participants, $5M 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.