Department of Labor filing

THE JOY COMPANIES, INC.

THE JOY COMPANIES, INC. RETIREMENT PLAN · For the plan year ended Dec 31, 2021

Public filing 2024 · received Jan 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

17filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$184

Reported employer contributions per active participant.

Higher than about 4% of comparable plans

#People in the filing

235

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$187 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 48% of comparable plans

↗Investment performance

Not available

Plan assets changed 3.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202417out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions4th percentileTypical peer $2,494 · based on 366 comparable plans

Lower reported administrative expense48th percentileTypical peer $176 · based on 376 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2021, THE JOY COMPANIES, INC. reported $43,200 in employer contributions across the plan and 235 active participants. That works out to $184 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy54%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 319.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 39.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context17/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $43,200
Participant contributions: $997,375
Other contributions: $77,064
Employer share of reported contributions: 4.2%
Beginning assets: $10,087,977
Ending assets: $10,467,050
Ending net assets: $10,467,050
Ending liabilities: $0
Total income: $2,486,007
Total expenses: $2,106,934
Administrative expenses: $74,802
Participant loans: $184,798

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$44

2023

Not reported

2024

$184

Plan-paid administrative expenses per participant

2022

$309

2023

$209

2024

$187

Active participants

2022

127

2023

115

2024

235

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$184	235	10.5M	20250130152226NAL0001629856001
2023	Not reported	115	6M	20260327131056NAL0005961617001
2022	$44	127	6.9M	20250627113328NAL0009750673001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 530091610-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 11, 1958
Industry: Construction
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250130152226NAL0001629856001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗