ESOP · DOL Form 5500 · 2022
Joy Cone Co. ESOP
Data updated 2026-08-11
- $109M
- Total assets
- 860
- Participants
- 93rd
- Percentile by assets
- $126,532
- Avg per participant
Official DOL plan name: Joy Cone Co. Employee Stock Ownership Plan · Sponsored by Joy Cone Co. · Pennsylvania · Manufacturing
$109M in assets, 860 participants
Joy Cone Co.'s Joy Cone Co. Employee Stock Ownership Plan reported $109M in total assets and 860 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 93rd percentile by assets (of 139,126 plans)
- #18,460 in Manufacturing (20,602 peers)
Where Joy Cone Co. Employee Stock Ownership Plan sits by assets
Joy Cone Co. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $109M for 860 participants (~$126,532/participant), up 12.9% in 2022.
- $109M
- total plan assets (2022 EOY)
- 860
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $126,532
- avg assets per participant
Joy Cone Co. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Joy Cone Co. Employee Stock Ownership Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $14M |
| Employer EIN | 251153491 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING 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 ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Joy Cone Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Joy Cone Co. Employee Stock Ownership Plan by total assets, not by location.
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan (KY) $109M · 831
- Gbs Corp & Subsidiaries Employee Stock Ownership Plan & Trust (OH) $109M · 187
- Roberts Hawaii, Inc. Employee Stock Ownership Plan (HI) $109M · 1,734
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries (AL) $110M · 886
Frequently Asked Questions
How did Joy Cone Co. Employee Stock Ownership Plan assets move in 2022? ▼
How have Joy Cone Co. plan assets changed over time? ▼
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Next read for Joy Cone Co. Employee Stock Ownership Pl…
Scale reading
Ways to act on Joy Cone Co. Employee Stock Ownership Plan's numbers.
- By total assets, Joy Cone Co. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Joy Cone Co.'s sponsor-wide assets have grown 49.1% since 2022 across 3 plan years on file. More Manufacturing plans