401(k) · DOL Form 5500 · 2024

H.F. Cox, Inc. Cox Petroleum Transport 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
271
Participants Below avg headcount
59th
Percentile by assets National rank
$42,298
Avg per participant Low balance/head
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Official DOL plan name: H.F. Cox, Inc. 401(k) Plan · Sponsored by H.F. Cox, Inc. Cox Petroleum Transport · California · Transportation & Warehousing

$11M in assets, 271 participants

H.F. Cox, Inc. Cox Petroleum Transport's H.F. Cox, Inc. 401(k) Plan reported $11M in total assets and 271 participants in its 2024 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.

  • #1,971 in Transportation & Warehousing (3,299 peers)

Coverage in California

H.F. Cox, Inc. 401(k) Plan covers 271 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $11M.

#1,971
in Transportation & Warehousing (3,299 peers)
+13.5%
assets growth YoY

H.F. Cox, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

H.F. Cox, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,462,744 Top 41% higher than 59% 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

H.F. Cox, Inc. 401(k) 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. H.F. Cox, Inc. 401(k) Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H.F. Cox, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • H.F. Cox, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 952702458 · H.F. Cox, Inc. Cox Petroleum Transport PY 2024 · 401(k)

H.F. Cox, Inc. 401(k) Plan · $11M · 271 · 59th

  • ASSETS $11M
  • ASSETS 271
  • ASSETS 59th
  • ASSETS 401(k)
  • ASSETS near First National Bank of Moose Lake Profit Sharing and ESOP Plan
  • ASSETS ind #1971

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 Transportation & Warehousing retirement plans → · Plans in California →

H.F. Cox, Inc. 401(k) Plan in the asset neighbourhood

H.F. Cox, Inc. 401(k) Plan$11MFirst National Bank of Moose Lake Profit Sharing and ESOP PlanFirst National Bank of Moose…$11MMarcal Manufacturing, LLC Union 401(k) PlanMarcal Manufacturing, LLC Un…$11MHines Furlong Line 401(k) PlanHines Furlong Line 401(k) Pl…$11MLeigh Fibers, LLC Incentive Savings and Retirement PlanLeigh Fibers, LLC Incentive …$11M
End-of-year total assets ($M) among H.F. Cox, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN952702458
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.F. Cox, Inc. Cox Petroleum Transport)

Sponsor-wide plan assets over time

All H.F. Cox, Inc. Cox Petroleum Transport plans reported in each filing year

Latest sponsor-wide plan assets
$11M 46.682662254443734% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.81M $11.5M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 253 $8M
2023 1 269 $10M
2024 1 271 $11M

Nearby 401(k) Plans in California

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

H.F. Cox, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants H.F. Cox, Inc. 401(k) Plan, Total assets ($B): 0.011462744 · Participants: 271H.F. Cox, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
H.F. Cox, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is First National Bank of Moose Lake Profit Sharing and ESOP Plan in MN ($11M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 H.F. Cox, Inc. 401(k) Plan assets move in 2024?
H.F. Cox, Inc. 401(k) Plan grew at a solid clip - up 13.5% during 2024, from $10M to $11M. Reported net income was $1M.
How have H.F. Cox, Inc. Cox Petroleum Transport plan assets changed over time?
Across 3 plan years on file (2022-2024), H.F. Cox, Inc. Cox Petroleum Transport's sponsor-wide assets grew 46.7%, from $8M to $11M.
Which 401(k) plans are similar in size to H.F. Cox, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is First National Bank of Moose Lake Profit Sharing and ESOP Plan in MN ($11M, 23 participants).
Which 401(k) plans cover a similar participant headcount to H.F. Cox, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K in assets).