401(k) · DOL Form 5500 · 2024

Baker Roofing Company, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
920
Participants Near avg headcount
86th
Percentile by assets National rank
$62,251
Avg per participant Low balance/head
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Official DOL plan name: Baker Roofing Company 401(k) Plan · Sponsored by Baker Roofing Company, LLC · North Carolina · Construction

$57M in assets, 920 participants

Baker Roofing Company, LLC's Baker Roofing Company 401(k) Plan reported $57M in total assets and 920 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,568 in Construction (9,039 peers)

Where Baker Roofing Company 401(k) Plan sits by assets

Baker Roofing Company 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 920 participants (~$62,251/participant), up 15.1% in 2024.

#7,568
in Construction (9,039 peers)
+15.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Baker Roofing Company 401(k) Plan's outsized position by total assets

Baker Roofing Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$57,271,369 Top 14% higher than 86% of 123,620 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 2024

Baker Roofing Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker Roofing Company 401(k) Plan sits mid-pack in the medium band (920 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baker Roofing Company 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Baker Roofing Company 401(k) Plan end-of-year assets rose from $50M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Baker Roofing Company 401(k) Plan reported participants rose from 890 in the plan year 2023 filing to 920 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560130810 · Baker Roofing Company, LLC PY 2024 · 401(k)

Baker Roofing Company 401(k) Plan · $57M · 920 · 86th

  • BOY $57M
  • SCH 920
  • EBSA 86th
  • PART 401(k)
  • TYPE near Smartbank 401(k) Retirement Plan
  • NET ind #7568

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 Construction retirement plans → · Plans in North Carolina →

Baker Roofing Company 401(k) Plan in the asset neighbourhood

Koch Companies 401(k) Retirement Savings PlanKoch Companies 401(k) Retire…$57MBaker Roofing Company 401(k) PlanBaker Roofing Company 401(k)…$57MSmartbank 401(k) Retirement PlanSmartbank 401(k) Retirement …$57MHawthorne Cat 401(k) Retirement PlanHawthorne Cat 401(k) Retirem…$57MKitsap Bank 401(k) Profit Sharing PlanKitsap Bank 401(k) Profit Sh…$57M
End-of-year total assets ($M) among Baker Roofing Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$57M
Net Income$8M
Employer EIN560130810
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker Roofing Company, LLC)

Sponsor-wide plan assets over time

All Baker Roofing Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 71.13514031027879% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.5M $57.3M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 766 $33M
2023 1 890 $50M
2024 1 920 $57M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Baker Roofing Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Baker Roofing Company 401(k) Plan, Total assets ($B): 0.057271369 · Participants: 920Baker Roofing Company 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Baker Roofing Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Baker Roofing Company 401(k) Plan side-by-side with 3 peers →

Baker Roofing Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Smartbank 401(k) Retirement Plan in TN ($57M); by covered participants it is Winona Health Employees' Retirement Plan in MN (920 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (920 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baker Roofing Company 401(k) Plan assets move in 2024? ▼
Baker Roofing Company 401(k) Plan grew sharply - up 15.1% during 2024, from $50M to $57M. Reported net income was $8M.
How have Baker Roofing Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker Roofing Company, LLC's sponsor-wide assets grew 71.1%, from $33M to $57M.
Where does Baker Roofing Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Baker Roofing Company 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Baker Roofing Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smartbank 401(k) Retirement Plan in TN ($57M, 587 participants).
Which 401(k) plans cover a similar participant headcount to Baker Roofing Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winona Health Employees' Retirement Plan in MN (920 participants, $97M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560130810.

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.