ESOP · DOL Form 5500 · 2023

King Arthur Baking Company, Inc. ESOP

Data updated 2026-08-25

$192M
Total assets Near avg plan size
304
Participants Below avg headcount
95th
Percentile by assets National rank
$632,695
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,049
in Wholesale Trade (6,309 peers)
+43.0%
assets growth YoY
1.9×
vs typical plan assets (national mean)

King Arthur Employee Stock Ownership Plan's outsized position by total assets

King Arthur Employee Stock Ownership Plan vs every filed plan by assets

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

$192,339,350 Top 5% higher than 95% 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

King Arthur Employee Stock Ownership 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. King Arthur Employee Stock Ownership Plan sits mid-pack in the medium band (304 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 041806660 · King Arthur Baking Company, Inc. PY 2023 · ESOP

King Arthur Employee Stock Ownership Plan · $192M · 304 · 95th

  • EOY $192M
  • EOY 304
  • EOY 95th
  • EOY ESOP
  • EOY near Abt Associates Inc. Employees Stock Ownership Plan
  • EOY ind #6049

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 What is an ESOP? → · Plans in Vermont →

King Arthur Employee Stock Ownership Plan in the asset neighbourhood

Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & TrustHometown Community Bancorp, …$194MTrek Bicycle Corporation Employee Stock Ownership PlanTrek Bicycle Corporation Emp…$194MKing Arthur Employee Stock Ownership PlanKing Arthur Employee Stock O…$192MAbt Associates Inc. Employees Stock Ownership PlanAbt Associates Inc. Employee…$192MBandit Holding Company, Inc. Employee Stock Ownership PlanBandit Holding Company, Inc.…$191M
End-of-year total assets ($M) among King Arthur Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$163M
Net Income$59M
Employer EIN041806660
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (King Arthur Baking Company, Inc.)

Sponsor-wide plan assets over time

All King Arthur Baking Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$363M 130.42310232254027% vs 2022
2024 filing year
$100M$200M$300M$400M 202220232024 $157M $363M ▲ +130.4%
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 Scatter plot of 6 data points. -2000200400600800 -1000100200300400500 Total assets ($M) Participants King Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership PlanAlpine Snowguards Employee Stock Ownership Plan, Total assets ($M): 16.1073 · Participants: 25Alpine Snowguards Employee Stock Ownership Plan
King Arthur Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare King Arthur Employee Stock Ownership Plan side-by-side with 3 peers →

King Arthur Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Abt Associates Inc. Employees Stock Ownership Plan in MA ($192M); by covered participants it is Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan in WI (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 King Arthur Employee Stock Ownership Plan assets move in 2023? ▼
King Arthur Employee Stock Ownership Plan surged - up 43.0% during 2023, from $135M to $192M. Reported net income was $59M.
How have King Arthur Baking Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), King Arthur Baking Company, Inc.'s sponsor-wide assets grew 130.4%, from $157M to $363M.
Where does King Arthur Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
King Arthur Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to King Arthur Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Abt Associates Inc. Employees Stock Ownership Plan in MA ($192M, 2,349 participants).
Which ESOP plans cover a similar participant headcount to King Arthur Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan in WI (304 participants, $27M 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 041806660.

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.