Plan Ledger DOL Form 5500 · updated monthly

Cox Oil Company, Inc401(k)

COX OIL COMPANY, INC. 401K PROFIT SHARING PLAN · UNION CITY, TN · plan year 2022

Reported admin expense ratio · 2022
0.06%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Cox Oil Company, Inc reported $1,588 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $771 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.06% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Tennessee (1,294th of 1,496), and 4,585th of 5,215 in retail trade. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,273,504
Participants with balances180
Active participants123
Employer contributions$94,777
Employee contributions$171,283
Employer contribution per active participant$771
Average account balance$12,631
Benefits paid to participants$371,059
Plan auditUnmodified (clean) audit opinion
AuditorATA CPAS + ADVISORS PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$723K · 167 accts
2023$1.3M · 131 accts · $32K emplr
2022$2.3M · 180 accts · $95K emplr
The Cox Oil Company, Inc 401(k) match · 2022
Employer contribution per active participant$771
Median for plans this size$1,114
2023$189 per active participant
2022$771 per active participant

Cox Oil Company, Inc's 2022 employer contribution ran below the $1,114 median for plans its size. 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.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025Not separately reported
2024$1,268 · 0.12%
2023$4,145 · 0.23%
2022$1,588 · 0.06%
Similar plansRetail Trade · Tennessee
Trivium Healthcare LLC TN$2.4M · 0.11%
Miracle Ford, Inc. TN$2.3M · 0.56%
Edwards Oil Company, Inc. TN$2.0M · 0.09%
Memphis Goodwill Inc. TN$1.8M · 2.15%
Beach Oil Company, LLC TN$1.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620819507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.