ESOP · DOL Form 5500 · 2023

Joy Cone Co. ESOP

Data updated 2026-08-25

$164M
Total assets Near avg plan size
993
Participants Near avg headcount
94th
Percentile by assets National rank
$164,896
Avg per participant Above 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

$164M in assets, 993 participants

Joy Cone Co.'s Joy Cone Co. Employee Stock Ownership Plan reported $164M in total assets and 993 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,985 in Manufacturing (18,722 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, $164M for 993 participants (~$164,896/participant), up 50.5% in 2023.

#16,985
in Manufacturing (18,722 peers)
+50.5%
assets growth YoY
1.6×
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 2023 · DOL Form 5500

$163,741,374 Top 6% higher than 94% 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 Cone Co. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 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 (993 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joy Cone Co. Employee Stock Ownership Plan reported net income rose from $14M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Joy Cone Co. Employee Stock Ownership Plan end-of-year assets rose from $109M in the plan year 2022 filing to $164M in the plan year 2023 filing.
  • Joy Cone Co. Employee Stock Ownership Plan reported participants rose from 860 in the plan year 2022 filing to 993 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251153491 · Joy Cone Co. PY 2023 · ESOP

Joy Cone Co. Employee Stock Ownership Plan · $164M · 993 · 94th

  • IND $164M
  • IND 993
  • IND 94th
  • IND ESOP
  • IND near Max Auto Supply Company Employee Stock Ownership Plan
  • IND ind #16985

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

E.C. Barton & Company Employee Stock Ownership Plan & TrustE.C. Barton & Company Employ…$167MJoy Cone Co. Employee Stock Ownership PlanJoy Cone Co. Employee Stock …$164MMax Auto Supply Company Employee Stock Ownership PlanMax Auto Supply Company Empl…$163MEmprise Group, Inc. Employee Stock Ownership PlanEmprise Group, Inc. Employee…$162MRvr Employee Stock Ownership PlanRvr Employee Stock Ownership…$161M
End-of-year total assets ($M) among Joy Cone Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$98M
Net Income$49M
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. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Joy Cone Co. Employee Stock Ownership Plan, Total assets ($B): 0.163741374 · Participants: 993Joy Cone Co. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H 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 Max Auto Supply Company Employee Stock Ownership Plan in OH ($163M); by covered participants it is Raffertys, Inc. Employee Stock Ownership Plan in KY (1,002 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (993 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 Cone Co. Employee Stock Ownership Plan assets move in 2023? ▼
Joy Cone Co. Employee Stock Ownership Plan surged - up 50.5% during 2023, from $109M to $164M. Reported net income was $49M.
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 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Max Auto Supply Company Employee Stock Ownership Plan in OH ($163M, 418 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 Raffertys, Inc. Employee Stock Ownership Plan in KY (1,002 participants, $35M 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 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.