Money Purchase · DOL Form 5500 · 2023

Timothy J. Buckley Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Timothy J Buckley Self Employed Retirement Plan · Sponsored by Timothy J. Buckley · New York · Professional & Technical Services

$2M in assets, 2 participants

Timothy J. Buckley's Timothy J Buckley Self Employed Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,938 in Professional & Technical Services (20,321 peers)

Timothy J. Buckley multi-year trail

Timothy J. Buckley's plans moved +71.7% in assets from 2022 to 2024; this filing shows Timothy J Buckley Self Employed Retirement Plan at $2M / 2 participants.

#5,938
in Professional & Technical Services (20,321 peers)
+38.7%
assets growth YoY

Timothy J Buckley Self Employed Retirement Plan among the smaller filed plans by assets

Timothy J Buckley Self Employed Retirement Plan vs every filed plan by assets

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

$2,434,909 33rd percentile higher than 33% 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

Timothy J Buckley Self Employed 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. Timothy J Buckley Self Employed Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Timothy J Buckley Self Employed Retirement Plan reported net income rose from -$738K in the plan year 2022 filing to $679K in the plan year 2023 filing.
  • Timothy J Buckley Self Employed Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161181829 · Timothy J. Buckley PY 2023 · Money Purchase

Timothy J Buckley Self Employed Retirement Plan · $2M · 2 · 33rd

  • TYPE $2M
  • TYPE 2
  • TYPE 33rd
  • TYPE Money Purchase
  • TYPE near Wolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716
  • TYPE ind #5938

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 New York →

Timothy J Buckley Self Employed Retirement Plan in the asset neighbourhood

Timothy J Buckley Self Employed Retirement PlanTimothy J Buckley Self Emplo…$2MWolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716Wolcott Chiropractic Profit …$2MKallman Associates Profit Sharing Retirement PlanKallman Associates Profit Sh…$2MSam Berman and Sons Retirement TrustSam Berman and Sons Retireme…$2MOrganization Management Group, Inc. Money Purchase PensionOrganization Management Grou…$2M
End-of-year total assets ($M) among Timothy J Buckley Self Employed Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Timothy J. Buckley multi-year asset trail

Sponsor-wide plan assets over time

All Timothy J. Buckley plans reported in each filing year

Latest sponsor-wide plan assets
$3M 71.73783930451579% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.76M $3.02M ▲ +71.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 3 $3M

Timothy J. Buckley filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$679K
Employer EIN161181829
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Timothy J Buckley Self Employed Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Timothy J Buckley Self Employed Retirement Plan, Total assets ($B): 0.002434909 · Participants: 2Timothy J Buckley Self Employed Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Timothy J Buckley Self Employed Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Timothy J Buckley Self Employed Retirement Plan side-by-side with 3 peers →

Timothy J Buckley Self Employed Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Wolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716 in CT ($2M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Timothy J Buckley Self Employed Retirement Plan assets move in 2023? ▼
Timothy J Buckley Self Employed Retirement Plan surged - up 38.7% during 2023, from $2M to $2M. Reported net income was $679K.
How have Timothy J. Buckley plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Timothy J. Buckley's sponsor-wide assets grew 71.7%, from $2M to $3M.
Which Money Purchase plans are similar in size to Timothy J Buckley Self Employed Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Wolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716 in CT ($2M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Timothy J Buckley Self Employed Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 161181829.

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.