ESOP · DOL Form 5500 · 2024

Cox & Company, Inc. Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$65M
Total assets Below avg plan size
237
Participants Below avg headcount
87th
Percentile by assets National rank
$273,541
Avg per participant High 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

$65M in assets, 237 participants

Cox & Company, Inc. Employee Stock Ownership Plan's Cox & Company, Inc. Employee Stock Ownership Plan reported $65M in total assets and 237 participants in its 2024 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.

  • #14,409 in Manufacturing (17,777 peers)

Coverage in New York

Cox & Company, Inc. Employee Stock Ownership Plan covers 237 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $65M.

#14,409
in Manufacturing (17,777 peers)
+12.4%
assets growth YoY
0.7×
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 2024 · DOL Form 5500

$64,829,156 Top 13% higher than 87% of 123,620 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 2024

Cox & Company, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 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 (237 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cox & Company, Inc. Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Cox & Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $58M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Cox & Company, Inc. Employee Stock Ownership Plan reported participants fell from 270 in the plan year 2023 filing to 237 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 135618975 · Cox & Company, Inc. Employee Stock Ownership Plan PY 2024 · ESOP

Cox & Company, Inc. Employee Stock Ownership Plan · $65M · 237 · 87th

  • RANK $65M
  • RANK 237
  • RANK 87th
  • RANK ESOP
  • RANK near Woodward Mccoach, Inc. Employee Stock Ownership Plan
  • RANK ind #14409

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

Jd2 Incorporated Employee Stock Ownership PlanJd2 Incorporated Employee St…$65MThe Skillman Corporation Employee Stock Ownership Plan and TrustThe Skillman Corporation Emp…$65MCox & Company, Inc. Employee Stock Ownership PlanCox & Company, Inc. Employee…$65MWoodward Mccoach, Inc. Employee Stock Ownership PlanWoodward Mccoach, Inc. Emplo…$65MM. B. Haynes Corporation Employee Stock Ownership PlanM. B. Haynes Corporation Emp…$65M
End-of-year total assets ($M) among Cox & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$65M
Net Income$7M
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. 01000200030004000 02004006008001000 Total assets ($M) Participants Cox & Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 64.829156 · Participants: 237Cox & Company, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. 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 Woodward Mccoach, Inc. Employee Stock Ownership Plan in PA ($65M); by covered participants it is C&i Engineering Employee Stock Ownership Plan in KY (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Cox & Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.4% during 2024, from $58M to $65M. Reported net income was $7M.
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 123,622 plans that reported assets for plan year 2024 (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 Woodward Mccoach, Inc. Employee Stock Ownership Plan in PA ($65M, 84 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 C&i Engineering Employee Stock Ownership Plan in KY (237 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.