ESOP · DOL Form 5500 · 2024

Joy Cone Co. ESOP

Data updated 2026-08-25

$165M
Total assets Near avg plan size
1,163
Participants Near avg headcount
93rd
Percentile by assets National rank
$141,935
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

$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.

  • #16,030 in Manufacturing (17,777 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, $165M for 1,163 participants (~$141,935/participant), up 0.8% in 2024.

#16,030
in Manufacturing (17,777 peers)
+0.8%
assets growth YoY
1.7×
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 2024 · DOL Form 5500

$165,070,684 Top 7% higher than 93% of 123,620 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 2024

Joy Cone Co. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joy Cone Co. Employee Stock Ownership Plan lands in the large band (1,163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 251153491 · Joy Cone Co. PY 2024 · ESOP

Joy Cone Co. Employee Stock Ownership Plan · $165M · 1,163 · 93rd

  • TYPE $165M
  • NET 1,163
  • BOOK 93rd
  • VS-ST ESOP
  • BOY near Clc Employee Stock Ownership Plan
  • SCH ind #16030

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

Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanStock Yards Bank & Trust Com…$167MJoy Cone Co. Employee Stock Ownership PlanJoy Cone Co. Employee Stock …$165MClc Employee Stock Ownership PlanClc Employee Stock Ownership…$165MJrm Construction Management Employee Stock Ownership PlanJrm Construction Management …$165MNew England Biolabs, Inc. Non-Voting Stock Ownership PlanNew England Biolabs, Inc. No…$163M
End-of-year total assets ($M) among Joy Cone Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$164M
Net Assets (End of Year)$101M
Net Income$3M
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. -10000010000200003000040000 -20246 Total assets ($B) Participants Joy Cone Co. Employee Stock Ownership Plan, Total assets ($B): 0.165070684 · Participants: 1163Joy Cone Co. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & 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 Clc Employee Stock Ownership Plan in NV ($165M); by covered participants it is Vgm Group, Inc. Employee Stock Ownership Plan in IA (1,169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,163 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 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 123,622 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 Clc Employee Stock Ownership Plan in NV ($165M, 41 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 Vgm Group, Inc. Employee Stock Ownership Plan in IA (1,169 participants, $426M in assets).

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.