Plan Ledger DOL Form 5500 · updated monthly

Cox Operating, LLC401(k)

COX OPERATING, LLC 401(K) P/S PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.57%

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

Cox Operating, LLC reported $220,010 in plan administrative expenses for 2023: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,933 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 3 years on file its reported administrative ratio rose from 0.85% to 1.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,219th-largest of 5,688 plans among Texas employers on file, and the 206th of 612 in mining, oil & gas extraction. In 2023, employees put in $1.48 for every $1.00 the employer contributed; active participation has shrunk from 448 to 374 since 2022.

Plan summary
Net assets, end of year$40,982,988
Participants with balances396
Active participants374
Employer contributions$1,845,087
Employee contributions$2,739,227
Employer contribution per active participant$4,933
Average account balance$103,492
Benefits paid to participants$5,248,218
Plan auditDisclaimer of opinion
AuditorLAW OFFICE OF MATTHEW J. BORROR
Plan history4
Yearassets · accounts · employer contribution
2025$13K · 2 accts
2024$20.6M · 189 accts · $533K emplr
2023$41.0M · 396 accts · $1.8M emplr
2022$36.0M · 437 accts · $1.9M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$55,488
Investment management$146,097
Audit (IQPA)$18,025
Total administrative$220,010
The Cox Operating, LLC 401(k) match · 2023
Employer contribution per active participant$4,933
Median for plans this size$2,440
2023$4,933 per active participant
2022$4,275 per active participant

Cox Operating, LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
AMARILLO NATIONAL BANK · Investment advisory (plan)$128,304
WHITLEY PENN LLP · Accounting / audit$18,025
EMPOWER ADVISORY GROUP, LLC · Investment management$17,793
QDRO CONSULTANTS COMPANY, LLC$400

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$125,032 · 1.21%
2024$164,094 · 0.53%
2023$220,010 · 0.57%
2022$329,124 · 0.85%
Similar plansMining, Oil & Gas Extraction · Texas
Comstock Resources, Inc. TX$43.9M · 0.26%
Petrobras America Inc. TX$42.2M · 0.00%
Amplify Energy Services LLC TX$37.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710960939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.