Other · DOL Form 5500 · 2022
The Buckley School Retirement Plan
Data updated 2026-08-11
- $61M
- Total assets
- 205
- Participants
- 90th
- Percentile by assets
- $295,844
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $61M
- total plan assets (2022 EOY)
- 205
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $295,844
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The Buckley School Defined Contribution Plan reports 205 participants - about 33% of that state average ($61M EOY assets).
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)
| 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.
The Buckley School Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Buckley School Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did The Buckley School Defined Contribution Plan assets move in 2022? ▼
How have The Buckley School plan assets changed over time? ▼
Where does The Buckley School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Next read for The Buckley School Defined Contribution …
Filing takeaways
Ways to act on The Buckley School Defined Contribution Plan's numbers.
- By total assets, The Buckley School Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The Buckley School's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Educational Services plans