ESOP · DOL Form 5500 · 2024

Joy Cone Co. ESOP

Data updated 2026-07-24

$165M
Total assets: 1,163
Participants: 93rd
Percentile by assets: $141,935
Avg per participant

Official DOL plan name: Joy Cone Co. Employee Stock Ownership Plan · Sponsored by Joy Cone Co. · Pennsylvania · Manufacturing

$165M in assets, 1,163 participants

Joy Cone Co.'s Joy Cone Co. Employee Stock Ownership Plan reported $165M in total assets and 1,163 participants in its 2024 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 116,472 plans)

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, $165M for 1,163 participants (~$141,935/participant), up 0.8% in 2024.

$165M
total plan assets (2024 EOY): 1,163
covered participants: 93rd
percentile by assets (of 116,472 plans): $141,935
avg assets per participant

Joy Cone Co. Employee Stock Ownership Plan reported net income fell from $49M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Joy Cone Co. Employee Stock Ownership Plan reported participants rose from 993 in the plan year 2023 filing to 1,163 in the plan year 2024 filing.
Joy Cone Co. Employee Stock Ownership Plan end-of-year assets rose from $164M in the plan year 2023 filing to $165M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Manufacturing

Joy Cone Co. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Joy Cone Co. Employee Stock Ownership Plan outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$164M
Net Assets (End of Year)	$101M
Net Income	$3M
Employer EIN	251153491
Plan Effective Date	1975-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Joy Cone Co.)

Total plan assets by year, all Joy Cone Co. plans on file

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 $5.5B · 37,745
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
D & H Employee Stock Ownership Plan $314M · 1,459
Newage Industries, Inc. Employee Stock Ownership Plan $296M · 264

Compare Joy Cone Co. Employee Stock Ownership Pl… side-by-side with 3 peers →

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.

Jrm Construction Management Employee Stock Ownership Plan (NY) $165M · 550
Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan (KY) $167M · 1,107
Superior Electric Great Lakes Company Employee Stock Ownership Plan (MI) $168M · 134
National Health Corp Leveraged Employee Stock Ownership Plan (TN) $168M · 1,385

Frequently Asked Questions

How did Joy Cone Co. Employee Stock Ownership Plan assets move in 2024? ▼

Joy Cone Co. Employee Stock Ownership Plan held essentially flat - up 0.8% during 2024, from $164M to $165M. Reported net income was $3M.

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 116,472 plans that reported assets for plan year 2024 (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 Jrm Construction Management Employee Stock Ownership Plan in NY ($165M, 550 participants).

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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.