ESOP · DOL Form 5500 · 2024

Cox's Smokers Outlet, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
152
Participants Small participant base
55th
Percentile by assets National rank
$63,198
Avg per participant Low balance/head
PlainRetire home → About this data

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, 152 participants

Cox's Smokers Outlet, Inc.'s Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan reported $10M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,268 in Retail Trade (8,048 peers)

Coverage in Kentucky

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan covers 152 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $10M.

#5,268
in Retail Trade (8,048 peers)
-7.5%
assets change YoY

The plan reported a net loss of $752K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$9,606,036 Top 45% higher than 55% 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's Smokers Outlet, 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's Smokers Outlet, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (152 participants).

Plan-year Form 5500 strip

Filing strip 850879421 · Cox's Smokers Outlet, Inc. PY 2024 · ESOP

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan · $10M · 152 · 55th

  • PHOTO $10M
  • PHOTO 152
  • PHOTO 55th
  • PHOTO ESOP
  • PHOTO near Amended and Restated Affinity Bank Employee Stock Ownership Plan
  • PHOTO ind #5268

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

Amended and Restated Affinity Bank Employee Stock Ownership PlanAmended and Restated Affinit…$10MCox's Smokers Outlet, Inc. Employee Stock Ownership PlanCox's Smokers Outlet, Inc. E…$10MAutomatic Sprinkler of Texas, Inc. Employee Stock Ownership PlanAutomatic Sprinkler of Texas…$10MGreat Lakes Components Employee Stock Ownership PlanGreat Lakes Components Emplo…$10MTechnical Services, Inc. Employee Stock Ownership Plan and TrustTechnical Services, Inc. Emp…$10M
End-of-year total assets ($M) among Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$752K
Employer EIN850879421
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

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. -20000200040006000800010000 -10123 Total assets ($B) Participants Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009606036 · Participants: 152Cox's Smokers Outlet, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power 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 Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA ($10M); by covered participants it is Crepes a Latte Catering Inc. Employee Stock Ownership Plan in IL (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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's Smokers Outlet, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.5% during 2024, from $10M to $10M. Reported net income was -$752K.
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 Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA ($10M, 82 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 Crepes a Latte Catering Inc. Employee Stock Ownership Plan in IL (152 participants, $7M 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 850879421.

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.