Other
2022 plan-year Other DOL Form 5500

JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JOY CONE CO.

This Other plan holds $109M in total assets and serves 860 participants as of 2022. It is sponsored by JOY CONE CO. in Pennsylvania. The plan reported positive net income of $14M for the year.

Total Assets (2023)
$109M
Participants
860
State
Industry
Manufacturing

What the Filing Says About JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN

JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by JOY CONE CO., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $109M in total end-of-year assets and covers 860 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 251153491, and the plan has been effective since 1975-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $96M at the beginning of 2022 to $109M at year-end — a gain of 12.9%. Net assets (after liabilities) closed the year at $49M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$96M
Total Assets (End of Year)$109M
Net Assets (End of Year)$49M
Net Income$14M
Plan TypeOther
Employer EIN251153491
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JOY CONE CO.)

Year Plans Participants Total Assets
2022 2 1,737 $206M
2023 2 1,985 $287M
2024 2 2,342 $307M

Nearby Other Plans in Pennsylvania

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN holds $109M in total assets with 860 participants. It is sponsored by JOY CONE CO..
What type of plan is JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN?
JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 1975-01-01. The plan is filed with the U.S. Department of Labor under EIN 251153491.
Who sponsors the JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN?
JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by JOY CONE CO., located in Pennsylvania. The sponsor's EIN is 251153491 and the plan operates in the Manufacturing industry.
How did JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN grew by 12.9% during 2022, moving from $96M to $109M in total assets. Net income was $14M.
Where can I find official filings for JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 251153491 or plan name at efast.dol.gov.
How does JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 251153491.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.