Profit Sharing · DOL Form 5500 · 2022
Baker & Taylor, LLC Profit Sharing Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 1,358
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $44,437
- Avg per participant Low balance/head
Official DOL plan name: Baker & Taylor Retirement Savings Plan · Sponsored by Baker & Taylor, LLC · North Carolina · Wholesale Trade
$60M in assets, 1,358 participants
Baker & Taylor, LLC's Baker & Taylor Retirement Savings Plan reported $60M in total assets and 1,358 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #6,217 in Wholesale Trade (6,843 peers)
Where Baker & Taylor Retirement Savings Plan sits by assets
Baker & Taylor Retirement Savings Plan sits in the top quartile of all filed plans by assets, $60M for 1,358 participants (~$44,437/participant).
- #6,217
- in Wholesale Trade (6,843 peers)
- -$7M
- reported net income
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baker & Taylor Retirement Savings Plan's outsized position by total assets
Baker & Taylor Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$60,345,776 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Baker & Taylor Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker & Taylor Retirement Savings Plan lands in the large band (1,358 participants).
Published 5500 schedule card
Filing strip 473179974 · Baker & Taylor, LLC PY 2022 · Profit Sharing
Baker & Taylor Retirement Savings Plan · $60M · 1,358 · 89th
- VS-ST $60M
- VS-ST 1,358
- VS-ST 89th
- VS-ST Profit Sharing
- VS-ST near Nutter, Mcclennen & Fish, Lawyers Retirement Plan
- VS-ST ind #6217
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Baker & Taylor Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | -$7M |
| Employer EIN | 473179974 |
| Plan Effective Date | 2022-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baker & Taylor, LLC)
Sponsor-wide plan assets over time
All Baker & Taylor, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 21.130935494142953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,358 | $60M |
| 2023 | 1 | 1,361 | $67M |
| 2024 | 1 | 1,336 | $73M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $1.9B · 29,251
- Wakemed Retirement Savings Plan $1.1B · 11,689
- Charter Communications, Inc. Retirement Accumulation Plan $993M · 88,468
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $95M · 5,217
- Intermec Fssp Spinoff Plan $52M · 91
Baker & Taylor Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Nutter, Mcclennen & Fish, Lawyers Retirement Plan in MA ($60M); by covered participants it is The J. Paul Getty Trust Defined Contribution Retirement Plan in CA (1,357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,358 participants); asset peers above are excluded.
- The J. Paul Getty Trust Defined Contribution Retirement Plan (CA) 1,357 · 1 off
- Bac Local 5 New York Annuity Plan (NY) 1,356 · 2 off
- Healthalliance Partnership Retirement Savings Plan (MA) 1,360 · 2 off
- Three Rivers Annuity Fund (PA) 1,351 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.