Plan5500

Cox Petroleum Transport — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Petroleum Transport (EIN 95-2702458) is a plan sponsor located in Bakersfield, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-2702458
Location
Bakersfield, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cox Petroleum Transport

  • 3 loaded plans hold $11M in reported assets.
  • The largest, H.F. Cox, Inc. 401(K) Plan, holds 92% of this company's reported plan assets.
  • Plans cover 947 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11MSummed across loaded plans$10,960,284
Total reported assets$11M$10,960,284
Total reported participants947
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1.3M
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.8M
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets92%H.F. Cox, Inc. 401(K) Plan
Participants per plan316Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    H.F. Cox, Inc. 401(K) Plan$10.1M
    Plan #001 · 365 participants · 2023
  2. 2
    H.F. Cox, Inc. Vacation Benefits Plan$856.9K
    Plan #501 · 291 participants · 2023
  3. 3
    Cox Petroleum Health & Welfare Plannot reported in the loaded dataset
    Plan #502 · 291 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cox Petroleum Transport. Open one for its full reported snapshot.

  1. 2023
    Cox Petroleum Health & Welfare Plan291 participants · 2No schedules
    View filing →
  2. 2023
    H.F. Cox, Inc. 401(K) Plan365 participants · 2Sch HSch C
    View filing →
  3. 2023
    H.F. Cox, Inc. Vacation Benefits Plan291 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cox Petroleum Transport report on Form 5500?
Cox Petroleum Transport (EIN 95-2702458) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cox Petroleum Transport?
The Employer Identification Number (EIN) reported for Cox Petroleum Transport is 95-2702458.
What is the latest Form 5500 filing year for Cox Petroleum Transport?
The latest loaded Form 5500 filing year for Cox Petroleum Transport is 2023.

Related Form 5500 pages