Other · DOL Form 5500 · 2022

Buckelew Programs, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
142
Participants Small participant base
42nd
Percentile by assets National rank
$22,956
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Buckelew Programs 403(b) Retirement Program · Sponsored by Buckelew Programs, Inc. · California · Healthcare & Social Assistance

$3M in assets, 142 participants

Buckelew Programs, Inc.'s Buckelew Programs 403(b) Retirement Program reported $3M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,253 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Buckelew Programs 403(b) Retirement Program covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $3M.

#9,253
in Healthcare & Social Assistance (20,060 peers)
-17.6%
assets change YoY

The plan reported a net loss of $698K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Buckelew Programs 403(b) Retirement Program's mid-pack asset rank among Healthcare & Social Assistance and all filers

Buckelew Programs 403(b) Retirement Program vs every filed plan by assets

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

$3,259,748 42nd percentile higher than 42% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Buckelew Programs 403(b) Retirement Program 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. Buckelew Programs 403(b) Retirement Program sits mid-pack in the medium band (142 participants).

DOL schedule card

Filing strip 237088977 · Buckelew Programs, Inc. PY 2022 · Other

Buckelew Programs 403(b) Retirement Program · $3M · 142 · 42nd

  • NET $3M
  • NET 142
  • NET 42nd
  • NET Other
  • NET near 403(b) Thrift Plan of Goodwill of the Coastal Empire, Inc.
  • NET ind #9253

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Buckelew Programs 403(b) Retirement Program in the asset neighbourhood

Buckelew Programs 403(b) Retirement ProgramBuckelew Programs 403(b) Ret…$3M403(b) Thrift Plan of Goodwill of the Coastal Empire, Inc.403(b) Thrift Plan of Goodwi…$3MThe Chicago High School for the Arts 403(b) PlanThe Chicago High School for …$3MArea Substance Abuse Council Retirement PlanArea Substance Abuse Council…$3MThe Oaks Academy DC Plan$3M
End-of-year total assets ($M) among Buckelew Programs 403(b) Retirement Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$698K
Employer EIN237088977
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buckelew Programs, Inc.)

Sponsor-wide plan assets over time

All Buckelew Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.607693600855034% vs 2022
2023 filing year
$3.2M$3.4M$3.6M$3.8M 20222023 $3.26M $3.74M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 142 $3M
2023 1 160 $4M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Buckelew Programs 403(b) Retirement Program vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Buckelew Programs 403(b) Retirement Program, Total assets ($B): 0.003259748 · Participants: 142Buckelew Programs 403(b) Retirement ProgramStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Buckelew Programs 403(b) Retirement Program vs. nearby Other plans in California, assets vs. participants
Compare Buckelew Programs 403(b) Retirement Program side-by-side with 3 peers →

Buckelew Programs 403(b) Retirement Program's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan of Goodwill of the Coastal Empire, Inc. in GA ($3M); by covered participants it is Spooner Health System 403(b) Plan in WI (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Buckelew Programs 403(b) Retirement Program assets move in 2022? ▼
Buckelew Programs 403(b) Retirement Program declined sharply - down 17.6% during 2022, from $4M to $3M. Reported net income was -$698K.
How have Buckelew Programs, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Buckelew Programs, Inc.'s sponsor-wide assets grew 14.6%, from $3M to $4M.
Which Other plans are similar in size to Buckelew Programs 403(b) Retirement Program? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Goodwill of the Coastal Empire, Inc. in GA ($3M, 1,139 participants).
Which Other plans cover a similar participant headcount to Buckelew Programs 403(b) Retirement Program? ▼
Among Other plans in other states, the closest by covered participants is Spooner Health System 403(b) Plan in WI (142 participants, $14M in assets).

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 237088977.

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.