401k Record

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Joint 401(k)

Administrative expenses excluding investment management, per participant · The Joint Corp. 401(k) Plan · plan year 2024

$10.90

Higher than 8% of the 14,713 plans $1 to 10M that report it.

Source

= $3,705 / 340
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251113120913NAL0001046643001, received 2025-11-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113120913NAL0001046643001, received 2025-11-13

10th: $13.66median $103.3390th: $302.77

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-11-13.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$10.90

10th: $19.42median $150.2790th: $370.75

Higher than 5% of the 15,210 plans $1 to 10M that report it.

Source

= $3,705 / 340
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251113120913NAL0001046643001, received 2025-11-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113120913NAL0001046643001, received 2025-11-13

Administrative expenses as a share of assets

0.039%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 5% of the 15,243 plans $1 to 10M that report it.

Source

= $3,705 / $9,548,352
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251113120913NAL0001046643001, received 2025-11-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251113120913NAL0001046643001, received 2025-11-13

Employer contributions per participant

$1,715

10th: $357median $1,32390th: $2,861

Higher than 65% of the 13,342 plans $1 to 10M that report it.

Source

= $583,040 / 340
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251113120913NAL0001046643001, received 2025-11-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113120913NAL0001046643001, received 2025-11-13

Employer share of total contributions

30.5%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 56% of the 13,370 plans $1 to 10M that report it.

Source

= $583,040 / $1,912,640
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251113120913NAL0001046643001, received 2025-11-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251113120913NAL0001046643001, received 2025-11-13

Plan terms, as stated in The Joint Corp.'s SEC filings

Employer match

“We matched participants’ contributions for the years ended December 31, 2025 and 2024, up to a maximum of 4% of the employee’s eligible compensation.”

Form 10-K filed 2026-03-13, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 3D IRS pre-approved plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251113120913NAL0001046643001, received 2025-11-13

Full record, The Joint Corp. 401(k) Plan

FieldValueSource
Plan sponsorTHE JOINT CORP.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251113120913NAL0001046643001, received 2025-11-13
Plan nameTHE JOINT CORP. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251113120913NAL0001046643001, received 2025-11-13
Sponsor EIN / plan number90-0544160 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251113120913NAL0001046643001, received 2025-11-13
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251113120913NAL0001046643001, received 2025-11-13
Sponsor locationSCOTTSDALE, AZForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251113120913NAL0001046643001, received 2025-11-13
Industry (business code)621310, Health care and social assistanceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251113120913NAL0001046643001, received 2025-11-13
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251113120913NAL0001046643001, received 2025-11-13
Filing received2025-11-13Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251113120913NAL0001046643001, received 2025-11-13
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251113120913NAL0001046643001, received 2025-11-13
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251113120913NAL0001046643001, received 2025-11-13
Participants, beginning of year898Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251113120913NAL0001046643001, received 2025-11-13
Active participants713Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251113120913NAL0001046643001, received 2025-11-13
Participants, end of year849Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251113120913NAL0001046643001, received 2025-11-13
Participants with an account balance340Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113120913NAL0001046643001, received 2025-11-13
Total assets, beginning of year$6,934,463Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251113120913NAL0001046643001, received 2025-11-13
Total assets, end of year$9,548,352Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251113120913NAL0001046643001, received 2025-11-13
Net assets, end of year$9,548,352Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251113120913NAL0001046643001, received 2025-11-13
Total income$3,054,711Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251113120913NAL0001046643001, received 2025-11-13
Net income$2,613,889Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251113120913NAL0001046643001, received 2025-11-13
Employer contributions$583,040Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251113120913NAL0001046643001, received 2025-11-13
Participant contributions$1,329,600Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251113120913NAL0001046643001, received 2025-11-13
Total contributions$1,912,640Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251113120913NAL0001046643001, received 2025-11-13
Benefit payments$437,117Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251113120913NAL0001046643001, received 2025-11-13
Total expenses (incl. benefit payments)$440,822Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251113120913NAL0001046643001, received 2025-11-13
Total administrative expenses$3,705Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251113120913NAL0001046643001, received 2025-11-13
Contract administrator fees$3,705Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251113120913NAL0001046643001, received 2025-11-13
Administrative expenses excluding investment management$3,705derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251113120913NAL0001046643001, received 2025-11-13
Held in mutual funds$9,286,332Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251113120913NAL0001046643001, received 2025-11-13
Independent auditorBDO USA, PCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251113120913NAL0001046643001, received 2025-11-13

Position = column in the DOL layout for form year 2024. Filing 20251113120913NAL0001046643001, received 2025-11-13.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
THE VANGUARD GROUP, INC.recordkeeperNONE 37 Participant loan processing; 99 Other fees; 15 Recordkeeping and information management; 64 Recordkeeping fees; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 68 Soft dollars commissions $3,705yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251113120913NAL0001046643001, received 2025-11-13.

What changed since the 2023 plan year

Figure20232024Change
Total assets$6,934,463$9,548,35237.7%
Participants with a balance29034017.2%
Administrative expenses$7,918$3,705-53.2%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$537,672$583,0408.4%

Prior filing 20250904151445NAL0016408945001, received 2025-09-04; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: THE JOINT CORP.; SEC registrant: JOINT Corp (CIK 1612630, matched by EIN; display name from the Form 10-K cover).