401(k) · DOL Form 5500 · 2023

Judith Bukberg 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Judith Bukberg Retirement Plan · Sponsored by Judith Bukberg · New York · Healthcare & Social Assistance

$1M in assets, 1 participants

Judith Bukberg's Judith Bukberg Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,912 in Healthcare & Social Assistance (17,684 peers)

Judith Bukberg multi-year trail

Judith Bukberg's plans moved +10.5% in assets from 2022 to 2024; this filing shows Judith Bukberg Retirement Plan at $1M / 1 participant.

#3,912
in Healthcare & Social Assistance (17,684 peers)
+6.0%
assets growth YoY

Judith Bukberg Retirement Plan among the smaller filed plans by assets

Judith Bukberg Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,266,560 26th percentile higher than 26% of 127,068 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 2023

Judith Bukberg Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Judith Bukberg Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Judith Bukberg Retirement Plan reported net income rose from -$53K in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Judith Bukberg Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133290194 · Judith Bukberg PY 2023 · 401(k)

Judith Bukberg Retirement Plan · $1M · 1 · 26th

  • SCH $1M
  • SCH 1
  • SCH 26th
  • SCH 401(k)
  • SCH near Jlh Land Surveying Inc Retirement Plan
  • SCH ind #3912

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 New York →

Judith Bukberg Retirement Plan in the asset neighbourhood

Judith Bukberg Retirement PlanJudith Bukberg Retirement Pl…$1MJlh Land Surveying Inc Retirement PlanJlh Land Surveying Inc Retir…$1MThe Mcbride Company, Inc. Retirement PlanThe Mcbride Company, Inc. Re…$1MProtectcare Network LLC 401(k) Profit Sharing Plan & TrustProtectcare Network LLC 401(…$1MMjre Properties 401(k)$1M
End-of-year total assets ($M) among Judith Bukberg Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Judith Bukberg multi-year asset trail

Sponsor-wide plan assets over time

All Judith Bukberg plans reported in each filing year

Latest sponsor-wide plan assets
$1M 10.495635850220404% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.19M $1.32M ▲ +10.9%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Judith Bukberg filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$72K
Employer EIN133290194
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Judith Bukberg Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Judith Bukberg Retirement Plan, Total assets ($B): 0.00126656 · Participants: 1Judith Bukberg Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Judith Bukberg Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Judith Bukberg Retirement Plan side-by-side with 3 peers →

Judith Bukberg Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jlh Land Surveying Inc Retirement Plan in IL ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Judith Bukberg Retirement Plan assets move in 2023? ▼
Judith Bukberg Retirement Plan grew at a solid clip - up 6.0% during 2023, from $1M to $1M. Reported net income was $72K.
How have Judith Bukberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Judith Bukberg's sponsor-wide assets grew 10.5%, from $1M to $1M.
Which 401(k) plans are similar in size to Judith Bukberg Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jlh Land Surveying Inc Retirement Plan in IL ($1M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Judith Bukberg Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133290194.

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.