ESOP · DOL Form 5500 · 2023
Joy Cone Co. ESOP
Data updated 2026-08-11
- $164M
- Total assets
- 993
- Participants
- 94th
- Percentile by assets
- $164,896
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $164M
- total plan assets (2023 EOY)
- 993
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $164,896
- avg assets per participant
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.
Joy Cone Co. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Joy Cone Co. Employee Stock Ownership Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $49M |
| 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 $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
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.
Frequently Asked Questions
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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