Profit Sharing · DOL Form 5500 · 2023
Baker & Taylor, LLC Profit Sharing Plan
Data updated 2026-08-11
- $67M
- Total assets
- 1,361
- Participants
- 88th
- Percentile by assets
- $49,137
- Avg per participant
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.
- 88th percentile by assets (of 127,072 plans)
- #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.
- $67M
- total plan assets (2023 EOY)
- 1,361
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $49,137
- avg assets per participant
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.
Baker & Taylor Retirement Savings Plan vs the 2023 asset distribution
By assets, Baker & Taylor Retirement Savings Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
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)
| 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. $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
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.
- 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
Frequently Asked Questions
How did Baker & Taylor Retirement Savings Plan assets move in 2023? ▼
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