Who sponsors the Cox Operating, LLC 401(K) P/S Plan?

Cox Operating, LLC 401(K) P/S Plan is reported as sponsored by Cox Operating, LLC (EIN 71-0960939, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Cox Operating, LLC 401(K) P/S Plan?

The latest Form 5500 filing year loaded for Cox Operating, LLC 401(K) P/S Plan is 2023.

How many participants does Cox Operating, LLC 401(K) P/S Plan report?

Cox Operating, LLC 401(K) P/S Plan reports 543 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Cox Operating, LLC 401(K) P/S Plan?

Cox Operating, LLC 401(K) P/S Plan reports $40,982,988 in end-of-year plan assets in its latest loaded Form 5500 filing.

Cox Operating, LLC 401(K) P/S Plan — Form 5500 plan (Cox Operating, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cox Operating, LLC 401(K) P/S Plan is a benefit plan reported by Cox Operating, LLC under EIN 71-0960939 and plan number 001. The latest loaded filing year is 2023. The filing reports 543 participants and $40,982,988 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41MPlan net assets, end of year$40,982,988

Participants543Covered participants reported

Assets / participant$75.5KComputed: assets ÷ participants$75,475 (computed)

Provider compensation$220K5 Schedule C provider row(s)$220,010

Plan sponsor: Cox Operating, LLC
EIN: 71-0960939
Plan number: 001
Plan type: 2
Location: Houston, TX
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	543	H, C	20241003160011NAL0020192578001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$41M total assets

Net assets$41MLiabilities$0

Money in vs. money out

Total income / additions$10.5M

Total expenses$5.5M

Benefits paid / distributions$5.2M

Contributions

Employer$1.8M

Participant$2.7M

Full reported line items

Net assets

Total assets (EOY): $40,982,988
Total liabilities (EOY): $0
Net assets (EOY): $40,982,988
Net assets (BOY): $36,047,426

Income & contributions

Employer contributions: $1,845,087
Participant contributions: $2,739,227
Total contributions: $4,585,307
Total income / additions: $10,470,191

Expenses & distributions

Benefits paid: $5,248,218
Administrative expenses: $220,010
Total expenses: $5,534,629
Net increase / (decrease): $4,935,562

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

40%60%

Employer 40%Participant 60%

Total expenses ÷ net assets14%Computed ratio

Benefits paid ÷ total income50%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Amarillo National Bank	INVESTMENT ADVISOR	$128,304	not reported in the loaded dataset	2023
Empower Annuity Insurance Company	RECORDKEEPER	$55,488	$0	2023
Whitley Penn Llp	AUDITOR	$18,025	not reported in the loaded dataset	2023
Empower Advisory Group, LLC	INVESTMENT MGMT	$17,793	not reported in the loaded dataset	2023
Qdro Consultants Company, LLC	OTHER	$400	not reported in the loaded dataset	2023