401(k) · DOL Form 5500 · 2022

Buckingham Asset Management, LLC 401(k) Plan

Data updated 2026-08-11

$81M
Total assets
529
Participants
92nd
Percentile by assets
$153,247
Avg per participant
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Official DOL plan name: Buckingham Asset Management, LLC 401(k) Profit Sharing Plan · Sponsored by Buckingham Asset Management, LLC · Missouri · Finance & Insurance

$81M in assets, 529 participants

Buckingham Asset Management, LLC's Buckingham Asset Management, LLC 401(k) Profit Sharing Plan reported $81M in total assets and 529 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,006 in Finance & Insurance (9,261 peers)

Where Buckingham Asset Management, LLC 401(k) Profit Sharing Plan sits by assets

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $81M for 529 participants (~$153,247/participant), down 6.7% in 2022.

$81M
total plan assets (2022 EOY)
529
covered participants
92nd
percentile by assets (of 139,126 plans)
$153,247
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Buckingham Asset Management, LLC 401(k) Profit Sharing Plan sits by total assets

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$81,067,838 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Missouri
Industry
Finance & Insurance

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Buckingham Asset Management, LLC 401(k) Profit Sharing Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$81M
Net Income-$6M
Employer EIN208306720
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buckingham Asset Management, LLC)

$-50M$0M$50M$100M$150M 202220232024 $81.1M $0M ▼ -100.0%
Total plan assets by year, all Buckingham Asset Management, LLC plans on file
Year Plans Participants Total Assets
2022 1 529 $81M
2023 1 604 $99M
2024 1 631 N/A

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Buckingham Asset Man…, Total assets ($B): 0.081067838 · Participants: 529Buckingham Asset Man…Bayer Corporation Sa…, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Sa…Edward D. Jones & Co…, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co…Enterprise Holdings …, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings …Centene Management C…, Total assets ($B): 3.239485944 · Participants: 49060Centene Management C…Anheuser-Busch 401(k…, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k…
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Buckingham Asset Management, LLC 401(k) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Buckingham Asset Management, LLC 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Buckingham Asset Management, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 6.7% during 2022, from $87M to $81M. Reported net income was -$6M.
Where does Buckingham Asset Management, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Buckingham Asset Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Netgear, Inc 401(k) Retirement Savings Plan in CA ($81M, 329 participants).

Next read for Buckingham Asset Management, LLC 401(k) …

Scale reading

Ways to act on Buckingham Asset Management, LLC 401(k) Profit Sharing Plan's numbers.

  • By total assets, Buckingham Asset Management, LLC 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208306720.

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.