401(k) · DOL Form 5500 · 2023

Baker Roofing Company, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
890
Participants Near avg headcount
85th
Percentile by assets National rank
$55,918
Avg per participant Low balance/head
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Official DOL plan name: Baker Roofing Company 401(k) Plan · Sponsored by Baker Roofing Company, LLC · North Carolina · Construction

$50M in assets, 890 participants

Baker Roofing Company, LLC's Baker Roofing Company 401(k) Plan reported $50M in total assets and 890 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,532 in Construction (9,030 peers)

Where Baker Roofing Company 401(k) Plan sits by assets

Baker Roofing Company 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 890 participants (~$55,918/participant), up 48.7% in 2023.

#7,532
in Construction (9,030 peers)
+48.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Baker Roofing Company 401(k) Plan's outsized position by total assets

Baker Roofing Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$49,766,837 Top 15% higher than 85% of 127,068 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 2023

Baker Roofing Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker Roofing Company 401(k) Plan sits mid-pack in the medium band (890 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baker Roofing Company 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Baker Roofing Company 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Baker Roofing Company 401(k) Plan reported participants rose from 766 in the plan year 2022 filing to 890 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560130810 · Baker Roofing Company, LLC PY 2023 · 401(k)

Baker Roofing Company 401(k) Plan · $50M · 890 · 85th

  • PCT $50M
  • EIN 890
  • RANK 85th
  • PHOTO 401(k)
  • IND near Saunders Construction, Inc. 401(k) Plan
  • EOY ind #7532

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 Construction retirement plans → · Plans in North Carolina →

Baker Roofing Company 401(k) Plan in the asset neighbourhood

Baker Roofing Company 401(k) PlanBaker Roofing Company 401(k)…$50MSaunders Construction, Inc. 401(k) PlanSaunders Construction, Inc. …$50MUnited Community Bancorp, Inc. 401(k) PlanUnited Community Bancorp, In…$50MUnify Consulting LLC 401(k) Profit Sharing Plan & TrustUnify Consulting LLC 401(k) …$50MYount, Hyde & Barbour, P.C. 401(k) & Profit Sharing PlanYount, Hyde & Barbour, P.C. …$50M
End-of-year total assets ($M) among Baker Roofing Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$50M
Net Income$10M
Employer EIN560130810
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker Roofing Company, LLC)

Sponsor-wide plan assets over time

All Baker Roofing Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 71.13514031027879% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.5M $57.3M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 766 $33M
2023 1 890 $50M
2024 1 920 $57M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Baker Roofing Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Baker Roofing Company 401(k) Plan, Total assets ($B): 0.049766837 · Participants: 890Baker Roofing Company 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Baker Roofing Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Baker Roofing Company 401(k) Plan side-by-side with 3 peers →

Baker Roofing Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Saunders Construction, Inc. 401(k) Plan in CO ($50M); by covered participants it is Spring Venture Group, LLC 401(k) Plan in MO (890 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (890 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baker Roofing Company 401(k) Plan assets move in 2023? ▼
Baker Roofing Company 401(k) Plan surged - up 48.7% during 2023, from $33M to $50M. Reported net income was $10M.
How have Baker Roofing Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker Roofing Company, LLC's sponsor-wide assets grew 71.1%, from $33M to $57M.
Where does Baker Roofing Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Baker Roofing Company 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Baker Roofing Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saunders Construction, Inc. 401(k) Plan in CO ($50M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Baker Roofing Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spring Venture Group, LLC 401(k) Plan in MO (890 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560130810.

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.