Other · DOL Form 5500 · 2022
The Buckley School Retirement Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 205
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $295,844
- Avg per participant High balance/head
Official DOL plan name: The Buckley School Defined Contribution Plan · Sponsored by The Buckley School · California · Educational Services
$61M in assets, 205 participants
The Buckley School's The Buckley School Defined Contribution Plan reported $61M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #3,245 in Educational Services (4,024 peers)
Coverage in California
The Buckley School Defined Contribution Plan covers 205 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $61M.
- #3,245
- in Educational Services (4,024 peers)
- -13.9%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Buckley School Defined Contribution Plan's outsized position by total assets
The Buckley School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$60,648,001 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Buckley School Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Buckley School Defined Contribution Plan sits mid-pack in the medium band (205 participants).
EBSA filing schedule strip
Filing strip 951750023 · The Buckley School PY 2022 · Other
The Buckley School Defined Contribution Plan · $61M · 205 · 90th
- VS-ST $61M
- VS-ST 205
- VS-ST 90th
- VS-ST Other
- VS-ST near Southwestern Vermont Health Care 403(b) Retirement Savings Plan
- VS-ST ind #3245
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 Educational Services retirement plans → · Plans in California →
The Buckley School Defined Contribution Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | -$10M |
| Employer EIN | 951750023 |
| Plan Effective Date | 1980-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Buckley School)
Sponsor-wide plan assets over time
All The Buckley School plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 23.95293787176926% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 205 | $61M |
| 2023 | 1 | 198 | $70M |
| 2024 | 1 | 196 | $75M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
The Buckley School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Southwestern Vermont Health Care 403(b) Retirement Savings Plan in VT ($61M); by covered participants it is Mental Health Connecticut, Inc. Retirement Plan in CT (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- Mental Health Connecticut, Inc. Retirement Plan (CT) 205 · 0 off
- Kingswood Oxford School, Inc. Tax Deferred Annuity Plan (CT) 205 · 0 off
- Noble and Greenough School Defined Contribution Ret Plan (MA) 205 · 0 off
- Comserv Inc. 403b Plan (NC) 205 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.