Profit Sharing · DOL Form 5500 · 2024

Baker & Taylor, LLC Profit Sharing Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
1,336
Participants Near avg headcount
88th
Percentile by assets National rank
$54,714
Avg per participant Low balance/head
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Official DOL plan name: Baker & Taylor Retirement Savings Plan · Sponsored by Baker & Taylor, LLC · North Carolina · Wholesale Trade

$73M in assets, 1,336 participants

Baker & Taylor, LLC's Baker & Taylor Retirement Savings Plan reported $73M in total assets and 1,336 participants in its 2024 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.

  • #5,443 in Wholesale Trade (6,080 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, $73M for 1,336 participants (~$54,714/participant), up 9.3% in 2024.

#5,443
in Wholesale Trade (6,080 peers)
+9.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Baker & Taylor Retirement Savings Plan's outsized position by total assets

Baker & Taylor Retirement Savings Plan vs every filed plan by assets

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

$73,097,403 Top 12% higher than 88% 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 & Taylor Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker & Taylor Retirement Savings Plan lands in the large band (1,336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baker & Taylor Retirement Savings Plan end-of-year assets rose from $67M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Baker & Taylor Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Baker & Taylor Retirement Savings Plan reported participants fell from 1,361 in the plan year 2023 filing to 1,336 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 473179974 · Baker & Taylor, LLC PY 2024 · Profit Sharing

Baker & Taylor Retirement Savings Plan · $73M · 1,336 · 88th

  • PART $73M
  • TYPE 1,336
  • NET 88th
  • BOOK Profit Sharing
  • VS-ST near Americas 403b Pep
  • BOY ind #5443

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Baker & Taylor Retirement Savings Plan in the asset neighbourhood

Electrical Workers Pension Fund Part CElectrical Workers Pension F…$73MAmericas 403b Pep$73MBaker & Taylor Retirement Savings PlanBaker & Taylor Retirement Sa…$73MPension Fund for Nursing and Health Care EmployeesPension Fund for Nursing and…$73MFenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing PlanFenway Community Health Cent…$72M
End-of-year total assets ($M) among Baker & Taylor Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$73M
Net Income$6M
Employer EIN473179974
Plan Effective Date2022-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker & Taylor, LLC)

Sponsor-wide plan assets over time

All Baker & Taylor, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$73M 21.130935494142953% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $60.4M $73.1M ▲ +21.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Baker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing PlanWayne Unc 401(a) Plan, Total assets ($B): 0.047427568 · Participants: 1447Wayne Unc 401(a) Plan
Baker & Taylor Retirement Savings Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Baker & Taylor Retirement Savings Plan side-by-side with 3 peers →

Baker & Taylor Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Americas 403b Pep in PA ($73M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Adapt Community Network in NY (1,336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,336 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 & Taylor Retirement Savings Plan assets move in 2024? ▼
Baker & Taylor Retirement Savings Plan grew at a solid clip - up 9.3% during 2024, from $67M to $73M. Reported net income was $6M.
How have Baker & Taylor, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baker & Taylor, LLC's sponsor-wide assets grew 21.1%, from $60M to $73M.
Where does Baker & Taylor Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Baker & Taylor Retirement Savings Plan ranks in the 88th 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 Profit Sharing plans are similar in size to Baker & Taylor Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Americas 403b Pep in PA ($73M, 1,477 participants).
Which Profit Sharing plans cover a similar participant headcount to Baker & Taylor Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 401(k) Profit Sharing Plan for Employees of Adapt Community Network in NY (1,336 participants, $50M 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 473179974.

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.