401(k) · DOL Form 5500 · 2023
Buck Institute for Research on Aging 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 221
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $172,600
- Avg per participant Above avg balance/head
Official DOL plan name: Buck Institute for Research on Aging 401(k) Plan · Sponsored by Buck Institute for Research on Aging · California · Professional & Technical Services
$38M in assets, 221 participants
Buck Institute for Research on Aging's Buck Institute for Research on Aging 401(k) Plan reported $38M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,894 in Professional & Technical Services (20,321 peers)
Coverage in California
Buck Institute for Research on Aging 401(k) Plan covers 221 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $38M.
- #16,894
- in Professional & Technical Services (20,321 peers)
- +31.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Buck Institute for Research on Aging 401(k) Plan's outsized position by total assets
Buck Institute for Research on Aging 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,144,638 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Buck Institute for Research on Aging 401(k) 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. Buck Institute for Research on Aging 401(k) Plan sits mid-pack in the medium band (221 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Buck Institute for Research on Aging 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Buck Institute for Research on Aging 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Buck Institute for Research on Aging 401(k) Plan reported participants rose from 210 in the plan year 2022 filing to 221 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 943030609 · Buck Institute for Research on Aging PY 2023 · 401(k)
Buck Institute for Research on Aging 401(k) Plan · $38M · 221 · 82nd
- EBSA $38M
- PART 221
- TYPE 82nd
- NET 401(k)
- BOOK near Reno Orthopaedic Clinic, Ltd. Profit Sharing Plan and Trust
- VS-ST ind #16894
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 Professional & Technical Services retirement plans → · Plans in California →
Buck Institute for Research on Aging 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $9M |
| Employer EIN | 943030609 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Buck Institute for Research on Aging)
Sponsor-wide plan assets over time
All Buck Institute for Research on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 58.788046689760975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 210 | $29M |
| 2023 | 1 | 221 | $38M |
| 2024 | 1 | 242 | $46M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Buck Institute for Research on Aging 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Reno Orthopaedic Clinic, Ltd. Profit Sharing Plan and Trust in NV ($38M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Reno Orthopaedic Clinic, Ltd. Profit Sharing Plan and Trust (NV) $38M · 279
- Fenner Dunlop Retirement and Savings Plan (PA) $38M · 290
- The Architect Retirement Pep (IA) $38M · 1,514
- Metro West Ambulance Service Retirement Plan (OR) $38M · 1,111
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Skin Cancer and Cosmetic Dermatology 401(k) Plan a (GA) 221 · 0 off
- Paulas Choice Retirement Savings Plan (WA) 221 · 0 off
- Manasquan Bank 401(k) Plan (NJ) 221 · 0 off
- Summit on-Site Solutions 401(k) Plan (TX) 221 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.