Other · DOL Form 5500 · 2023

The Buckley School Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
198
Participants Below avg headcount
89th
Percentile by assets National rank
$353,697
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Buckley School Defined Contribution Plan · Sponsored by The Buckley School · California · Educational Services

$70M in assets, 198 participants

The Buckley School's The Buckley School Defined Contribution Plan reported $70M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,973 in Educational Services (3,735 peers)

Coverage in California

The Buckley School Defined Contribution Plan covers 198 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $70M.

#2,973
in Educational Services (3,735 peers)
+15.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Buckley School Defined Contribution Plan's outsized position by total assets

The Buckley School Defined Contribution Plan vs every filed plan by assets

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

$70,031,996 Top 11% higher than 89% 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

The Buckley School Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Buckley School Defined Contribution Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Buckley School Defined Contribution Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Buckley School Defined Contribution Plan end-of-year assets rose from $61M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • The Buckley School Defined Contribution Plan reported participants fell from 205 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951750023 · The Buckley School PY 2023 · Other

The Buckley School Defined Contribution Plan · $70M · 198 · 89th

  • EOY $70M
  • 5500 198
  • ASSETS 89th
  • PCT Other
  • EIN near American Society for Microbiology DC Retirement Plan
  • RANK ind #2973

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 Educational Services retirement plans → · Plans in California →

The Buckley School Defined Contribution Plan in the asset neighbourhood

Providence Day School Defined Contribution PlanProvidence Day School Define…$70MTabor Academy Defined Contribution PlanTabor Academy Defined Contri…$70MAmerican Society for Microbiology DC Retirement PlanAmerican Society for Microbi…$70MThe Buckley School Defined Contribution PlanThe Buckley School Defined C…$70MFairview Range Regional Health Services 403b PlanFairview Range Regional Heal…$70M
End-of-year total assets ($M) among The Buckley School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$70M
Net Income$9M
Employer EIN951750023
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Buckley School)

Sponsor-wide plan assets over time

All The Buckley School plans reported in each filing year

Latest sponsor-wide plan assets
$75M 23.95293787176926% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $60.7M $75.2M ▲ +23.9%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Buckley School Defined Contribution Plan, Total assets ($B): 0.070031996 · Participants: 198The Buckley School Defined Contribution PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The Buckley School Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
Compare The Buckley School Defined Contribution Plan side-by-side with 3 peers →

The Buckley School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is American Society for Microbiology DC Retirement Plan in DC ($70M); by covered participants it is The Leffell School Retirement Plan in NY (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 participants); 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 The Buckley School Defined Contribution Plan assets move in 2023? ▼
The Buckley School Defined Contribution Plan grew sharply - up 15.5% during 2023, from $61M to $70M. Reported net income was $9M.
How have The Buckley School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Buckley School's sponsor-wide assets grew 24.0%, from $61M to $75M.
Where does The Buckley School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
The Buckley School Defined Contribution Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Buckley School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is American Society for Microbiology DC Retirement Plan in DC ($70M, 169 participants).
Which Other plans cover a similar participant headcount to The Buckley School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The Leffell School Retirement Plan in NY (198 participants, $40M 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 951750023.

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.