ESOP · DOL Form 5500 · 2024

King Arthur Baking Company, Inc. ESOP

Data updated 2026-08-25

$328M
Total assets Above avg plan size
320
Participants Below avg headcount
96th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: King Arthur Employee Stock Ownership Plan · Sponsored by King Arthur Baking Company, Inc. · Vermont · Wholesale Trade

$328M in assets, 320 participants

King Arthur Baking Company, Inc.'s King Arthur Employee Stock Ownership Plan reported $328M in total assets and 320 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #5,910 in Wholesale Trade (6,080 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, $328M for 320 participants (~$1.0M/participant), up 70.6% in 2024.

#5,910
in Wholesale Trade (6,080 peers)
+70.6%
assets growth YoY
3.3×
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 2024 · DOL Form 5500

$328,171,160 Top 4% higher than 96% 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

King Arthur Employee Stock Ownership 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. King Arthur Employee Stock Ownership Plan sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • King Arthur Employee Stock Ownership Plan reported net income rose from $59M in the plan year 2023 filing to $125M in the plan year 2024 filing.
  • King Arthur Employee Stock Ownership Plan end-of-year assets rose from $192M in the plan year 2023 filing to $328M in the plan year 2024 filing.
  • King Arthur Employee Stock Ownership Plan reported participants rose from 304 in the plan year 2023 filing to 320 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 041806660 · King Arthur Baking Company, Inc. PY 2024 · ESOP

King Arthur Employee Stock Ownership Plan · $328M · 320 · 96th

  • ASSETS $328M
  • ASSETS 320
  • ASSETS 96th
  • ASSETS ESOP
  • ASSETS near Preferred Pump & Equipment Employee Stock Ownership Plan
  • ASSETS ind #5910

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

Verde Holdings, Inc. Employee Stock Ownership PlanVerde Holdings, Inc. Employe…$336MWausau Supply Company Employee Stock Ownership PlanWausau Supply Company Employ…$333MStellar Industries, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Emp…$331MPreferred Pump & Equipment Employee Stock Ownership PlanPreferred Pump & Equipment E…$328MKing Arthur Employee Stock Ownership PlanKing Arthur Employee Stock O…$328M
End-of-year total assets ($M) among King Arthur Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$192M
Net Assets (End of Year)$288M
Net Income$125M
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. 0200400600 -2000200400600800 Total assets ($M) Participants King Arthur Employee Stock Ownership Plan, Total assets ($M): 328.17116 · Participants: 320King Arthur Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 676.102355 · Participants: 566Vermont Information Processing, Inc. Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 97.513 · Participants: 431Cfc ESOPHallam Associates Inc. Employee Stock Ownership Plan, Total assets ($M): 24.451398 · Participants: 146Hallam Associates Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 21.665109 · Participants: 42Trust Company of Vermont Employee Stock Ownership PlanAlpine Snowguards Employee Stock Ownership Plan, Total assets ($M): 20.2416 · Participants: 27Alpine 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 Preferred Pump & Equipment Employee Stock Ownership Plan in TX ($328M); by covered participants it is Northfield Bank Employee Stock Ownership Plan in NJ (320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 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 King Arthur Employee Stock Ownership Plan assets move in 2024? ▼
King Arthur Employee Stock Ownership Plan surged - up 70.6% during 2024, from $192M to $328M. Reported net income was $125M.
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 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Preferred Pump & Equipment Employee Stock Ownership Plan in TX ($328M, 572 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 Northfield Bank Employee Stock Ownership Plan in NJ (320 participants, $36M 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 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.