ESOP · DOL Form 5500 · 2022
W.J. Cox Associates, Inc. ESOP
Data updated 2026-08-11
- $5M
- Total assets
- 25
- Participants
- 50th
- Percentile by assets
- $193,337
- Avg per participant
Official DOL plan name: W.J. Cox Associates, Inc. Employee Stock Ownership Plan · Sponsored by W.J. Cox Associates, Inc. · New York · Finance & Insurance
$5M in assets, 25 participants
W.J. Cox Associates, Inc.'s W.J. Cox Associates, Inc. Employee Stock Ownership Plan reported $5M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- 50th percentile by assets (of 139,126 plans)
- #3,213 in Finance & Insurance (9,261 peers)
W.J. Cox Associates, Inc. multi-year trail
W.J. Cox Associates, Inc.'s plans moved +23.0% in assets from 2022 to 2024; this filing shows W.J. Cox Associates, Inc. Employee Stock Ownership Plan at $5M / 25 participants.
- $5M
- total plan assets (2022 EOY)
- 25
- covered participants
- 50th
- percentile by assets (of 139,126 plans)
- $193,337
- avg assets per participant
The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W.J. Cox Associates, Inc. across 3 plan years on file
Across the 3 plan years W.J. Cox Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 23.0%, while reported participants moved from 25 to 23 (-8.0%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).
W.J. Cox Associates, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $5M |
| 2023 | 1 | 20 | $5M |
| 2024 | 1 | 23 | $6M |
W.J. Cox Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$57K |
| Employer EIN | 161125740 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
W.J. Cox Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to W.J. Cox Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did W.J. Cox Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
How have W.J. Cox Associates, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to W.J. Cox Associates, Inc. Employee Stock Ownership Plan? ▼
Next read for W.J. Cox Associates, Inc. Employee Stock…
Multi-year trail
Ways to act on W.J. Cox Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, W.J. Cox Associates, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- W.J. Cox Associates, Inc.'s sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Finance & Insurance plans