Plan Ledger DOL Form 5500 · updated monthly

King Arthur Baking Company, Inc.ESOP

KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN · WHITE RIVER JUNCTION, VT · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

King Arthur Baking Company, Inc. reported $409 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $18,712 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.000% to 0.000%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 6th-largest of 230 plans among Vermont employers on file, and the 163rd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$288,294,045
Participants with balances404
Active participants296
Employer contributions$5,538,841
Employee contributions—
Employer contribution per active participant$18,712
Average account balance$713,599
Benefits paid to participants$16,170,509
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$288.3M · 404 accts · $5.5M emplr
2023$163.2M · 395 accts · $4.5M emplr
2022$104.4M · 396 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$409
Total administrative$409
Employer contributions to the King Arthur Baking Company, Inc. plan · 2024
Employer contribution per active participant$18,712
Median for plans this size$3,635
2024$18,712 per active participant
2023$15,622 per active participant
2022$13,527 per active participant

King Arthur Baking Company, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MORGAN STANLEY SMITH BARNEY LLC · Recordkeeping · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Morgan Stanley
2023Morgan Stanley

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$409 · 0.00%
2023$153 · 0.00%
2022$405 · 0.00%
All plans at this employer2
KING ARTHUR 401(K) PLAN401(k)
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · Vermont
Iaa Holdings LLC. IL$289.7M · 0.07%
Covetrus, Inc. OH$289.6M · 0.13%
D & H Corporate Group Inc. PA$288.7M · 0.13%
Louis Dreyfus Company LLC CT$287.0M · 0.11%
Tkc Holdings, Inc. MO$281.9M · 0.16%
Envoy Solutions, LLC IL$281.7M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 041806660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.