401(k) · DOL Form 5500 · 2023
Bucky's Storage Castle Rock, Inc. 401(k) Plan
Data updated 2026-08-25
- $508K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $253,825
- Avg per participant Above avg balance/head
Official DOL plan name: Bucky's Storage Castle Rock, Inc. 401(k) Plan · Sponsored by Bucky's Storage Castle Rock, Inc. · Wisconsin · Transportation & Warehousing
$508K in assets, 2 participants
Bucky's Storage Castle Rock, Inc.'s Bucky's Storage Castle Rock, Inc. 401(k) Plan reported $508K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #642 in Transportation & Warehousing (3,362 peers)
Bucky's Storage Castle Rock, Inc. multi-year trail
Bucky's Storage Castle Rock, Inc.'s plans moved +12.0% in assets from 2022 to 2024; this filing shows Bucky's Storage Castle Rock, Inc. 401(k) Plan at $508K / 2 participants.
- #642
- in Transportation & Warehousing (3,362 peers)
- -2.3%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bucky's Storage Castle Rock, Inc. 401(k) Plan among the smaller filed plans by assets
Bucky's Storage Castle Rock, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$507,650 18th percentile higher than 18% 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
Bucky's Storage Castle Rock, Inc. 401(k) 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. Bucky's Storage Castle Rock, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bucky's Storage Castle Rock, Inc. 401(k) Plan reported net income rose from -$16K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
- Bucky's Storage Castle Rock, Inc. 401(k) Plan end-of-year assets rose from $471K in the plan year 2022 filing to $508K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 812702832 · Bucky's Storage Castle Rock, Inc. PY 2023 · 401(k)
Bucky's Storage Castle Rock, Inc. 401(k) Plan · $508K · 2 · 18th
- NET $508K
- NET 2
- NET 18th
- NET 401(k)
- NET near D L Anderson & Associates Retirement Plan
- NET ind #642
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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →
Bucky's Storage Castle Rock, Inc. 401(k) Plan in the asset neighbourhood
Bucky's Storage Castle Rock, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bucky's Storage Castle Rock, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $527K 12.003331484869152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $471K |
| 2023 | 1 | 2 | $508K |
| 2024 | 1 | 2 | $527K |
Bucky's Storage Castle Rock, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $519K |
|---|---|
| Net Assets (End of Year) | $508K |
| Net Income | -$12K |
| Employer EIN | 812702832 |
| Plan Effective Date | 2016-05-14 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Bucky's Storage Castle Rock, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is D L Anderson & Associates Retirement Plan in CO ($508K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($508K here).
- D L Anderson & Associates Retirement Plan (CO) $508K · 2
- Kmh Insurance Retirement Plan (TN) $508K · 4
- Burr D Enterprises Retirement Plan (MN) $507K · 1
- Dnb Management, Inc. 401(k) Profit Sharing Plan (NC) $508K · 6
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.