Other
2024 plan-year Other DOL Form 5500

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan

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

Sponsored by Cox's Smokers Outlet, Inc. · Kentucky · Retail Trade

What the 2023 filing shows

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan holds $10M for 152 participants — about $63,198 per participant, down 7.5% over the 2024 plan year.

$10M
total plan assets (2024 EOY)
152
covered participants
$63,198
avg assets per participant
-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.

Total Assets (2023)
$10M
Participants
152
State
Industry
Retail Trade

What the Filing Says About Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan

Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Cox's Smokers Outlet, Inc., headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 152 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 850879421, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2024 to $10M at year-end — a decline of 7.5%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-752,234 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.

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)$10M
Total Assets (End of Year)$10M
Net Assets (End of Year)$9M
Net Income$-752,234
Plan TypeOther
Employer EIN850879421
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Kentucky

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

Frequently Asked Questions

How much money is in the Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan holds $10M in total assets with 152 participants. It is sponsored by Cox's Smokers Outlet, Inc..
What type of plan is Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan?
Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 850879421.
Who sponsors the Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan?
Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan is sponsored by Cox's Smokers Outlet, Inc., located in Kentucky. The sponsor's EIN is 850879421 and the plan operates in the Retail Trade industry.
How did Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan perform in 2024?
Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan declined by 7.5% during 2024, moving from $10M to $10M in total assets. Net income was $-752,234.
Where can I find official filings for Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850879421 or plan name at efast.dol.gov.
How does Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Cox's Smokers Outlet, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Kentucky 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 850879421.

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.