Profit Sharing · DOL Form 5500 · 2022
Baker & Taylor, LLC Profit Sharing Plan
Data updated 2026-08-06
- $60M
- Total assets
- 1,358
- Participants
- 89th
- Percentile by assets
- $44,437
- Avg per participant
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.
- 89th percentile by assets (of 139,258 plans)
- #6,222 in Wholesale Trade (6,848 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).
- $60M
- total plan assets (2022 EOY)
- 1,358
- covered participants
- 89th
- percentile by assets (of 139,258 plans)
- $44,437
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Baker & Taylor Retirement Savings Plan outranks 89% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).
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)
| 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.
Baker & Taylor Retirement Savings Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Baker & Taylor Retirement Savings Plan by total assets, not by location.
- Nutter, Mcclennen & Fish, Lawyers Retirement Plan (MA) $60M · 100
- Sensience Retirement and Savings Plan (OH) $61M · N/A
- Local 863 Ibt Retirement Savings Plan (NJ) $61M · 1,934
- United Regional Health Care System 401(a) Retirement Savings Plan (TX) $61M · 2,150
Frequently Asked Questions
How have Baker & Taylor, LLC plan assets changed over time? ▼
Where does Baker & Taylor Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Baker & Taylor Retirement Savings Plan? ▼
Next read for Baker & Taylor Retirement Savings Plan
Scale reading
Ways to act on Baker & Taylor Retirement Savings Plan's numbers.
- By total assets, Baker & Taylor Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in North Carolina. Compare plans
- Baker & Taylor, LLC's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Wholesale Trade plans