401(k) · DOL Form 5500 · 2022
Buckley Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $289,836
- Avg per participant High balance/head
Official DOL plan name: Buckley Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Buckley Associates, Inc. · Massachusetts · Wholesale Trade
$40M in assets, 138 participants
Buckley Associates, Inc.'s Buckley Associates, Inc. 401(k) Profit Sharing Plan reported $40M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #5,942 in Wholesale Trade (6,843 peers)
Coverage in Massachusetts
Buckley Associates, Inc. 401(k) Profit Sharing Plan covers 138 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $40M.
- #5,942
- in Wholesale Trade (6,843 peers)
- -21.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Buckley Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Buckley Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$39,997,416 Top 14% higher than 86% 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
Buckley Associates, Inc. 401(k) Profit Sharing 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. Buckley Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).
Plan-year Form 5500 strip
Filing strip 042464258 · Buckley Associates, Inc. PY 2022 · 401(k)
Buckley Associates, Inc. 401(k) Profit Sharing Plan · $40M · 138 · 86th
- PCT $40M
- EIN 138
- RANK 86th
- PHOTO 401(k)
- IND near Profund Advisors LLC
- EOY ind #5942
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 Wholesale Trade retirement plans → · Plans in Massachusetts →
Buckley Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$11M |
| Employer EIN | 042464258 |
| Plan Effective Date | 1974-12-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Buckley Associates, Inc.)
Sponsor-wide plan assets over time
All Buckley Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 28.628786919635008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $40M |
| 2023 | 2 | 255 | $45M |
| 2024 | 2 | 257 | $51M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Buckley Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Profund Advisors LLC in MD ($40M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Profund Advisors LLC (MD) $40M · 158
- The Cleveland Guardians 401(k) Plan (OH) $40M · 2,800
- Pmc Group 401(k) Plan (NJ) $40M · 376
- Apco Holdings 401(k) Plan (GA) $40M · 459
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Capital Pumping, LP 401(k) Profit Sharing Plan (TX) 138 · 0 off
- Cryptic Studios Inc 401(k) Profit Sharing Plan and Trust (CA) 138 · 0 off
- Ivc, Inc. Union 401(k) Plan (CA) 138 · 0 off
- Southcross Energy Partners Gp, LLC 401(k) Plan (TX) 138 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.