401(k)
2023 plan-year 401(k) DOL Form 5500

Cox Oil Company, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cox Oil Company, Inc · Tennessee · Retail Trade

What the 2023 filing shows

Cox Oil Company, Inc. 401(k) Profit Sharing Plan holds $1M for 154 participants — about $8,609 per participant, down 41.7% over the 2023 plan year.

$1M
total plan assets (2023 EOY)
154
covered participants
$8,609
avg assets per participant
-41.7%
assets change YoY

The plan reported a net loss of $948K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1M
Participants
154
State
Industry
Retail Trade

What the Filing Says About Cox Oil Company, Inc. 401(k) Profit Sharing Plan

Cox Oil Company, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Cox Oil Company, Inc, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 154 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 620819507, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $1M at year-end — a decline of 41.7%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-947,694 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-947,694
Plan Type401(k)
Employer EIN620819507
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cox Oil Company, Inc)

Year Plans Participants Total Assets
2022 1 151 $2M
2023 1 154 $1M
2024 2 N/A $723K

Nearby 401(k) Plans in Tennessee

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Frequently Asked Questions

How much money is in the Cox Oil Company, Inc. 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Cox Oil Company, Inc. 401(k) Profit Sharing Plan holds $1M in total assets with 154 participants. It is sponsored by Cox Oil Company, Inc.
What type of plan is Cox Oil Company, Inc. 401(k) Profit Sharing Plan?
Cox Oil Company, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 620819507.
Who sponsors the Cox Oil Company, Inc. 401(k) Profit Sharing Plan?
Cox Oil Company, Inc. 401(k) Profit Sharing Plan is sponsored by Cox Oil Company, Inc, located in Tennessee. The sponsor's EIN is 620819507 and the plan operates in the Retail Trade industry.
How did Cox Oil Company, Inc. 401(k) Profit Sharing Plan perform in 2023?
Cox Oil Company, Inc. 401(k) Profit Sharing Plan declined by 41.7% during 2023, moving from $2M to $1M in total assets. Net income was $-947,694.
Where can I find official filings for Cox Oil Company, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Cox Oil Company, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620819507 or plan name at efast.dol.gov.
How does Cox Oil Company, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Cox Oil Company, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 620819507.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.