Other
2023 plan-year Other DOL Form 5500

KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KING ARTHUR BAKING COMPANY, INC.

This Other plan holds $192M in total assets and serves 304 participants as of 2023. It is sponsored by KING ARTHUR BAKING COMPANY, INC. in Vermont. The plan reported positive net income of $59M for the year.

Total Assets (2023)
$192M
Participants
304
State
Industry
Wholesale Trade

What the Filing Says About KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN

KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by KING ARTHUR BAKING COMPANY, INC., headquartered in Vermont. As of the 2023 Form 5500 filing, the plan reports $192M in total end-of-year assets and covers 304 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 041806660, and the plan has been effective since 1996-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $135M at the beginning of 2023 to $192M at year-end — a gain of 43.0%. Net assets (after liabilities) closed the year at $163M, with reported net income of $59M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$135M
Total Assets (End of Year)$192M
Net Assets (End of Year)$163M
Net Income$59M
Plan TypeOther
Employer EIN041806660
Plan Effective Date1996-07-01
Filing StatusFILING 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 Other Plans in Vermont

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN holds $192M in total assets with 304 participants. It is sponsored by KING ARTHUR BAKING COMPANY, INC..
What type of plan is KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN?
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 1996-07-01. The plan is filed with the U.S. Department of Labor under EIN 041806660.
Who sponsors the KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN?
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by KING ARTHUR BAKING COMPANY, INC., located in Vermont. The sponsor's EIN is 041806660 and the plan operates in the Wholesale Trade industry.
How did KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN grew by 43.0% during 2023, moving from $135M to $192M in total assets. Net income was $59M.
Where can I find official filings for KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 041806660 or plan name at efast.dol.gov.
How does KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Vermont on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.