Plan Ledger DOL Form 5500 · updated monthly

Cox & Company, Inc.ESOP

COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN · PLAINVIEW, NY · plan year 2024

Employer contribution per participant · 2024
$1,208

Cox & Company, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $64,559,356 across 437 participant accounts, with employer contributions averaging $1,208 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,135th-largest of 5,648 plans among New York employers on file, and the 2,625th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$64,559,356
Participants with balances437
Active participants264
Employer contributions$318,935
Employee contributions—
Employer contribution per active participant$1,208
Average account balance$147,733
Benefits paid to participants$4,993,783
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.6M · 437 accts · $319K emplr
2023$57.1M · 447 accts · $128K emplr
2022$44.0M · 454 accts · $128K emplr
Employer contributions to the Cox & Company, Inc. plan · 2024
Employer contribution per active participant$1,208
Median for plans this size$3,635
2024$1,208 per active participant
2023$494 per active participant
2022$493 per active participant

Cox & Company, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer3
COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLANESOP
COX & COMPANY, INC. 401(K) SAVINGS PLAN401(k)
COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · New York
Lidestri Foods, Inc. NY$66.0M · 0.22%
Kawasaki Rail Car, Inc. NY$64.3M · 0.25%
Kind, Inc. NY$63.5M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 135618975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.