ESOP · DOL Form 5500 · 2022

Joy Cone Co. ESOP

Data updated 2026-08-25

$109M
Total assets Near avg plan size
860
Participants Near avg headcount
93rd
Percentile by assets National rank
$126,532
Avg per participant Near avg balance/head
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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.

  • #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.

#18,460
in Manufacturing (20,602 peers)
+12.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Joy Cone Co. Employee Stock Ownership Plan's outsized position by total assets

Joy Cone Co. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$108,817,429 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Joy Cone Co. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joy Cone Co. Employee Stock Ownership Plan sits mid-pack in the medium band (860 participants).

Plan-year Form 5500 strip

Filing strip 251153491 · Joy Cone Co. PY 2022 · ESOP

Joy Cone Co. Employee Stock Ownership Plan · $109M · 860 · 93rd

  • PHOTO $109M
  • PHOTO 860
  • PHOTO 93rd
  • PHOTO ESOP
  • PHOTO near Interstate Personnel Services, Inc. Employee Stock Ownership Plan
  • PHOTO ind #18460

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Pennsylvania →

Joy Cone Co. Employee Stock Ownership Plan in the asset neighbourhood

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and SubsidiariesEmployee Stock Ownership Pla…$110MRoberts Hawaii, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employe…$109MInterstate Personnel Services, Inc. Employee Stock Ownership PlanInterstate Personnel Service…$109MJoy Cone Co. Employee Stock Ownership PlanJoy Cone Co. Employee Stock …$109MGbs Corp & Subsidiaries Employee Stock Ownership Plan & TrustGbs Corp & Subsidiaries Empl…$109M
End-of-year total assets ($M) among Joy Cone Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

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

Sponsor Plan History (Joy Cone Co.)

Sponsor-wide plan assets over time

All Joy Cone Co. plans reported in each filing year

Latest sponsor-wide plan assets
$307M 49.08880931422031% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $206M $307M ▲ +49.1%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Joy Cone Co. Employee Stock Ownership Plan, Total assets ($B): 0.108817429 · Participants: 860Joy Cone Co. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Joy Cone Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Joy Cone Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Joy Cone Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Interstate Personnel Services, Inc. Employee Stock Ownership Plan in KY ($109M); by covered participants it is Carylon Corporation Employee Stock Ownership Plan in IL (861 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (860 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joy Cone Co. Employee Stock Ownership Plan assets move in 2022? ▼
Joy Cone Co. Employee Stock Ownership Plan grew at a solid clip - up 12.9% during 2022, from $96M to $109M. Reported net income was $14M.
How have Joy Cone Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joy Cone Co.'s sponsor-wide assets grew 49.1%, from $206M to $307M.
Where does Joy Cone Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Joy Cone Co. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Joy Cone Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Interstate Personnel Services, Inc. Employee Stock Ownership Plan in KY ($109M, 831 participants).
Which ESOP plans cover a similar participant headcount to Joy Cone Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carylon Corporation Employee Stock Ownership Plan in IL (861 participants, $124M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.