ESOP · DOL Form 5500 · 2024

Baker Roofing Holdings, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
809
Participants Near avg headcount
76th
Percentile by assets National rank
$35,169
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Baker Roofing Company Employee Stock Ownership Plan · Sponsored by Baker Roofing Holdings, Inc. · North Carolina · Construction

$28M in assets, 809 participants

Baker Roofing Holdings, Inc.'s Baker Roofing Company Employee Stock Ownership Plan reported $28M in total assets and 809 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,788 in Construction (9,039 peers)

Where Baker Roofing Company Employee Stock Ownership Plan sits by assets

Baker Roofing Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 809 participants (~$35,169/participant).

#6,788
in Construction (9,039 peers)
-$30M
reported net income
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baker Roofing Company Employee Stock Ownership Plan's outsized position by total assets

Baker Roofing Company Employee Stock Ownership Plan vs every filed plan by assets

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

$28,451,789 Top 24% higher than 76% 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 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. Baker Roofing Company Employee Stock Ownership Plan sits mid-pack in the medium band (809 participants).

DOL schedule card

Filing strip 923052509 · Baker Roofing Holdings, Inc. PY 2024 · ESOP

Baker Roofing Company Employee Stock Ownership Plan · $28M · 809 · 76th

  • EIN $28M
  • EIN 809
  • EIN 76th
  • EIN ESOP
  • EIN near Harper International Corporation Employee Stock Ownership Plan
  • EIN ind #6788

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 North Carolina →

Baker Roofing Company Employee Stock Ownership Plan in the asset neighbourhood

Express Electric, Inc. Employee Stock Ownership PlanExpress Electric, Inc. Emplo…$29MBurlington Graphics Systems, Inc. Employee Stock Ownership PlanBurlington Graphics Systems,…$29MBaker Roofing Company Employee Stock Ownership PlanBaker Roofing Company Employ…$28MHarper International Corporation Employee Stock Ownership PlanHarper International Corpora…$28MWestern Idaho Cabinets, Inc. Employee Stock Ownership Plan and TrustWestern Idaho Cabinets, Inc.…$28M
End-of-year total assets ($M) among Baker Roofing Company 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)N/A
Net Assets (End of Year)-$30M
Net Income-$30M
Employer EIN923052509
Plan Effective Date2024-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Baker Roofing Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Baker Roofing Company Employee Stock Ownership Plan, Total assets ($M): 28.451789 · Participants: 809Baker Roofing Company Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Baker Roofing Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Baker Roofing Company Employee Stock Ownership Plan side-by-side with 3 peers →

Baker Roofing Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Harper International Corporation Employee Stock Ownership Plan in NY ($28M); by covered participants it is Cives Corporation Employee Stock Ownership Plan in GA (813 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (809 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

Where does Baker Roofing Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Baker Roofing Company Employee Stock Ownership Plan ranks in the 76th 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 ESOP plans are similar in size to Baker Roofing Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Harper International Corporation Employee Stock Ownership Plan in NY ($28M, 63 participants).
Which ESOP plans cover a similar participant headcount to Baker Roofing Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cives Corporation Employee Stock Ownership Plan in GA (813 participants, $82M 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 923052509.

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.