Profit Sharing · DOL Form 5500 · 2023

Joy in a Cone Inc. Profit Sharing Plan

Data updated 2026-08-25

$248K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$61,948
Avg per participant Low balance/head
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Official DOL plan name: Joy in a Cone Inc. Retirement Plan · Sponsored by Joy in a Cone Inc. · Kentucky · Food Services & Accommodation

$248K in assets, 4 participants

Joy in a Cone Inc.'s Joy in a Cone Inc. Retirement Plan reported $248K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,231 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Joy in a Cone Inc. Retirement Plan ranks #1,231 of 3,828 2023 filers by assets (7896% of the sector average)-$248K for 4 participants.

#1,231
in Food Services & Accommodation (3,828 peers)
-37.3%
assets change YoY

The plan reported a net loss of $147K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joy in a Cone Inc. Retirement Plan among the smaller filed plans by assets

Joy in a Cone Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$247,792 12th percentile higher than 12% of 127,068 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 2023

Joy in a Cone Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joy in a Cone Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joy in a Cone Inc. Retirement Plan reported net income fell from $5K in the plan year 2022 filing to -$147K in the plan year 2023 filing.
  • Joy in a Cone Inc. Retirement Plan end-of-year assets fell from $395K in the plan year 2022 filing to $248K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474934308 · Joy in a Cone Inc. PY 2023 · Profit Sharing

Joy in a Cone Inc. Retirement Plan · $248K · 4 · 12th

  • SCH $248K
  • SCH 4
  • SCH 12th
  • SCH Profit Sharing
  • SCH near Vahr Inc. Retirement Plan
  • SCH ind #1231

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Joy in a Cone Inc. Retirement Plan in the asset neighbourhood

Joy in a Cone Inc. Retirement PlanJoy in a Cone Inc. Retiremen…$248KVahr Inc. Retirement Plan$248KHappy Hunting, Inc. Profit Sharing PlanHappy Hunting, Inc. Profit S…$248KJohn D. Hixson, D.D.S., P.S. Profit Sharing PlanJohn D. Hixson, D.D.S., P.S.…$248KRegatta Inc Retirement Plan$248K
End-of-year total assets ($M) among Joy in a Cone Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$395K
Net Assets (End of Year)$248K
Net Income-$147K
Employer EIN474934308
Plan Effective Date2015-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Joy in a Cone Inc.)

Sponsor-wide plan assets over time

All Joy in a Cone Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$713K 80.3862452345874% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.4M $0.71M ▲ +77.5%
Year Plans Participants Total Assets
2022 1 4 $395K
2023 1 4 $248K
2024 1 5 $713K

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Joy in a Cone Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Joy in a Cone Inc. Retirement Plan, Total assets ($B): 0.000247792 · Participants: 4Joy in a Cone Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement Plan
Joy in a Cone Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Joy in a Cone Inc. Retirement Plan side-by-side with 3 peers →

Joy in a Cone Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Vahr Inc. Retirement Plan in TX ($248K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($248K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joy in a Cone Inc. Retirement Plan assets move in 2023? ▼
Joy in a Cone Inc. Retirement Plan contracted severely - down 37.3% during 2023, from $395K to $248K. Reported net income was -$147K.
How have Joy in a Cone Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joy in a Cone Inc.'s sponsor-wide assets grew 80.4%, from $395K to $713K.
Where does Joy in a Cone Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Joy in a Cone Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Joy in a Cone Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Vahr Inc. Retirement Plan in TX ($248K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Joy in a Cone Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474934308.

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.