401(k) · DOL Form 5500 · 2022

Bullis School Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
226
Participants Below avg headcount
85th
Percentile by assets National rank
$153,731
Avg per participant Above avg balance/head
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Official DOL plan name: Bullis School 401(k) Plan · Sponsored by Bullis School Inc. · Maryland · Educational Services

$35M in assets, 226 participants

Bullis School Inc.'s Bullis School 401(k) Plan reported $35M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,866 in Educational Services (4,024 peers)

Coverage in Maryland

Bullis School 401(k) Plan covers 226 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $35M.

#2,866
in Educational Services (4,024 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bullis School 401(k) Plan's outsized position by total assets

Bullis School 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,743,163 Top 15% higher than 85% of 139,123 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 2022

Bullis School 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bullis School 401(k) Plan sits mid-pack in the medium band (226 participants).

Form 5500 schedule snapshot

Filing strip 520635080 · Bullis School Inc. PY 2022 · 401(k)

Bullis School 401(k) Plan · $35M · 226 · 85th

  • TYPE $35M
  • NET 226
  • BOOK 85th
  • VS-ST 401(k)
  • BOY near Bristol Hospice 401(k) Plan
  • SCH ind #2866

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 Maryland →

Bullis School 401(k) Plan in the asset neighbourhood

Wyoming Beverages, Inc. 401(k) PlanWyoming Beverages, Inc. 401(…$35MWeaver Companies 401(k) Plan$35MBullis School 401(k) Plan$35MBristol Hospice 401(k) Plan$35MBob Johnson Group Retirement Savings PlanBob Johnson Group Retirement…$35M
End-of-year total assets ($M) among Bullis School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN520635080
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bullis School Inc.)

Sponsor-wide plan assets over time

All Bullis School Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 29.03172632842899% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.7M $44.8M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 226 $35M
2023 1 252 $41M
2024 1 223 $45M

Nearby 401(k) Plans in Maryland

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

Bullis School 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Bullis School 401(k) Plan, Total assets ($B): 0.034743163 · Participants: 226Bullis School 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Bullis School 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Bullis School 401(k) Plan side-by-side with 3 peers →

Bullis School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Bristol Hospice 401(k) Plan in UT ($35M); by covered participants it is H&m Trucking, Inc. 401(k) Plan in NE (226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (226 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bullis School 401(k) Plan assets move in 2022? ▼
Bullis School 401(k) Plan grew at a solid clip - up 9.1% during 2022, from $32M to $35M. Reported net income was $3M.
How have Bullis School Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bullis School Inc.'s sponsor-wide assets grew 29.0%, from $35M to $45M.
Where does Bullis School 401(k) Plan rank by assets among Form 5500 filers? ▼
Bullis School 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bullis School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bristol Hospice 401(k) Plan in UT ($35M, 2,371 participants).
Which 401(k) plans cover a similar participant headcount to Bullis School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H&m Trucking, Inc. 401(k) Plan in NE (226 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520635080.

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.