ESOP · DOL Form 5500 · 2023
King Arthur Baking Company, Inc. ESOP
Data updated 2026-08-11
- $192M
- Total assets
- 304
- Participants
- 95th
- Percentile by assets
- $632,695
- Avg per participant
Official DOL plan name: King Arthur Employee Stock Ownership Plan · Sponsored by King Arthur Baking Company, Inc. · Vermont · Wholesale Trade
$192M in assets, 304 participants
King Arthur Baking Company, Inc.'s King Arthur Employee Stock Ownership Plan reported $192M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #6,049 in Wholesale Trade (6,309 peers)
Where King Arthur Employee Stock Ownership Plan sits by assets
King Arthur Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $192M for 304 participants (~$632,695/participant), up 43.0% in 2023.
- $192M
- total plan assets (2023 EOY)
- 304
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $632,695
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- King Arthur Employee Stock Ownership Plan reported net income rose from $14M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- King Arthur Employee Stock Ownership Plan end-of-year assets rose from $135M in the plan year 2022 filing to $192M in the plan year 2023 filing.
King Arthur Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, King Arthur Employee Stock Ownership Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $163M |
| Net Income | $59M |
| Employer EIN | 041806660 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (King Arthur Baking Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 676 | $157M |
| 2023 | 2 | 667 | $221M |
| 2024 | 2 | 698 | $363M |
Nearby ESOP Plans in Vermont
Peer ESOP plans, same state, same plan type, ranked by total assets.
King Arthur Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to King Arthur Employee Stock Ownership Plan by total assets, not by location.
- Abt Associates Inc. Employees Stock Ownership Plan (MA) $192M · 2,349
- Bandit Holding Company, Inc. Employee Stock Ownership Plan (MI) $191M · 707
- Trek Bicycle Corporation Employee Stock Ownership Plan (WI) $194M · 2,417
- Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust (IL) $194M · 438
Frequently Asked Questions
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Ways to act on King Arthur Employee Stock Ownership Plan's numbers.
- By total assets, King Arthur Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Vermont. Compare plans
- King Arthur Baking Company, Inc.'s sponsor-wide assets have grown 130.4% since 2022 across 3 plan years on file. More Wholesale Trade plans