Profit Sharing · DOL Form 5500 · 2023
Baker & Taylor, LLC Profit Sharing Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,361
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $49,137
- Avg per participant Low balance/head
Official DOL plan name: Baker & Taylor Retirement Savings Plan · Sponsored by Baker & Taylor, LLC · North Carolina · Wholesale Trade
$67M in assets, 1,361 participants
Baker & Taylor, LLC's Baker & Taylor Retirement Savings Plan reported $67M in total assets and 1,361 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #5,667 in Wholesale Trade (6,309 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, $67M for 1,361 participants (~$49,137/participant), up 10.8% in 2023.
- #5,667
- in Wholesale Trade (6,309 peers)
- +10.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$66,875,680 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Baker & Taylor Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,361 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baker & Taylor Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Baker & Taylor Retirement Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $67M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 473179974 · Baker & Taylor, LLC PY 2023 · Profit Sharing
Baker & Taylor Retirement Savings Plan · $67M · 1,361 · 88th
- NET $67M
- NET 1,361
- NET 88th
- NET Profit Sharing
- NET near Boston Children's Heart Foundation Retirement Plan
- NET ind #5667
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 (2023)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $67M |
| 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. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Intermec Fssp Spinoff Plan $51M · 74
- Whap PA Profit Sharing Plan $45M · N/A
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 Boston Children's Heart Foundation Retirement Plan in MA ($67M); by covered participants it is Christian Schools International 403(b) Retirement Savings Plan in MI (1,361 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Boston Children's Heart Foundation Retirement Plan (MA) $67M · 92
- Teamsters Local Union 500 - Severance Trust Fund (NJ) $67M · 1,154
- International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund (CA) $67M · 4,960
- Plumbers & Steamfitters Local No. 300 Pension Plan (ND) $67M · 881
Similar participant headcount
Nearest other-state filings by covered participants (1,361 participants); asset peers above are excluded.
- Christian Schools International 403(b) Retirement Savings Plan (MI) 1,361 · 0 off
- Profit Sharing Plan for Employees of Tanana Chiefs Conference (AK) 1,359 · 2 off
- Electrical Workers Local Union 159 Retirement Plan (WI) 1,358 · 3 off
- St. Francis Health Services of Morris Employees Retirement Plan (MN) 1,367 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.