ESOP · DOL Form 5500 · 2023

Cox's Smokers Outlet, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
150
Participants Small participant base
59th
Percentile by assets National rank
$69,253
Avg per participant Below avg balance/head
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Official DOL plan name: Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan · Sponsored by Cox's Smokers Outlet, Inc. · Kentucky · Retail Trade

$10M in assets, 150 participants

Cox's Smokers Outlet, Inc.'s Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan reported $10M in total assets and 150 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.

  • #5,927 in Retail Trade (8,414 peers)

Coverage in Kentucky

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan covers 150 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $10M.

#5,927
in Retail Trade (8,414 peers)
+38.8%
assets growth YoY

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,388,000 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

Cox's Smokers Outlet, 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's Smokers Outlet, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan reported participants rose from 120 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850879429 · Cox's Smokers Outlet, Inc. PY 2023 · ESOP

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan · $10M · 150 · 59th

  • NET $10M
  • NET 150
  • NET 59th
  • NET ESOP
  • NET near Construction Systems Employee Stock Ownership Plan
  • NET ind #5927

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 Kentucky →

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Toto's Employee Stock Ownership PlanToto's Employee Stock Owners…$10MFirst Commercial Financial Corp. Employee Stock Ownership PlanFirst Commercial Financial C…$10MCox's Smokers Outlet, Inc. Employee Stock Ownership PlanCox's Smokers Outlet, Inc. E…$10MConstruction Systems Employee Stock Ownership PlanConstruction Systems Employe…$10M8z Employee Stock Ownership Plan8z Employee Stock Ownership …$10M
End-of-year total assets ($M) among Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN850879429
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cox's Smokers Outlet, Inc.)

Sponsor-wide plan assets over time

All Cox's Smokers Outlet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.8398823843892% vs 2022
2023 filing year
$7M$8M$9M$10M$11M 20222023 $7.48M $10.4M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 120 $7M
2023 1 150 $10M

Nearby ESOP Plans in Kentucky

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

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010388 · Participants: 150Cox's Smokers Outlet, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Construction Systems Employee Stock Ownership Plan in OH ($10M); by covered participants it is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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's Smokers Outlet, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan surged - up 38.8% during 2023, from $7M to $10M. Reported net income was $3M.
How have Cox's Smokers Outlet, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cox's Smokers Outlet, Inc.'s sponsor-wide assets grew 38.8%, from $7M to $10M.
Which ESOP plans are similar in size to Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Construction Systems Employee Stock Ownership Plan in OH ($10M, 57 participants).
Which ESOP plans cover a similar participant headcount to Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ (150 participants, $13M 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 850879429.

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.