Cox & Company, Inc. Employee Stock Ownership Plan 401(k) match, vesting and fees
What Cox & Company, Inc. Employee Stock Ownership Plan's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Retirement Plan Servic | Schedule C ↗ |
| Independent auditor | Grassi & Co. Cpas, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Cox & Company, Inc. Employee Stock Ownership Plan: employer contribution per participant | $2,330 | |
| Peer median | $1,962 |
| Cox & Company, Inc. Employee Stock Ownership Plan: average balance | $133,111 | |
| Peer median | $75,225 |
| Cox & Company, Inc. Employee Stock Ownership Plan: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31.5M at the end of plan year 2021 to $40.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 307 | $40.9M | $715K | $2,330 | 0.18% | Not published | Form 5500 ↗ |
| 2024 | 300 | $36.6M | $558K | $1,861 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 300 | $32.1M | $549K | $2,387 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 303 | $26.5M | $694K | $2,291 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 295 | $31.5M | $621K | $2,178 | 0.18% | Not published | Form 5500 ↗ |
Other Cox & Company, Inc. Employee Stock Ownership Plan plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cox & Company, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Grassi & Co., Cpas P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Marcum, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Cox & Company, Inc. Employee Stock Ownership Plan match 401(k) contributions?
The match terms for the Cox & Company, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $715K in employer contributions, about $2,330 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cox & Company, Inc. Employee Stock Ownership Plan 401(k) match vested?
The vesting schedule for the Cox & Company, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cox & Company, Inc. Employee Stock Ownership Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Retirement Plan Servic. The plan administrator is Cox & Company, Inc..
I left Cox & Company, Inc. Employee Stock Ownership Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cox & Company, Inc., (212) 366-0200) or the recordkeeper, John Hancock Retirement Plan Servic. The Cox & Company, Inc. Employee Stock Ownership Plan old 401(k) page lists the contacts from every plan filing. Find an old Cox & Company, Inc. Employee Stock Ownership Plan 401(k)
Data from the public Form 5500 annual reports Cox & Company, Inc. Employee Stock Ownership Plan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cox & Company, Inc. Employee Stock Ownership Plan. Not financial advice. Report a correction · Methodology