401(k) · DOL Form 5500 · 2023

James W. Buckley & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
53
Participants Small participant base
47th
Percentile by assets National rank
$110,713
Avg per participant Below avg balance/head
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Official DOL plan name: James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by James W. Buckley & Associates, Inc. · Georgia · Professional & Technical Services

$6M in assets, 53 participants

James W. Buckley & Associates, Inc.'s James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,264 in Professional & Technical Services (20,321 peers)

James W. Buckley & Associates, Inc. multi-year trail

James W. Buckley & Associates, Inc.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan at $6M / 53 participants.

#9,264
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY

James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,867,773 47th percentile higher than 47% 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

James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$794K in the plan year 2022 filing to $920K in the plan year 2023 filing.
  • James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 49 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581383930 · James W. Buckley & Associates, Inc. PY 2023 · 401(k)

James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan · $6M · 53 · 47th

  • EIN $6M
  • RANK 53
  • PHOTO 47th
  • IND 401(k)
  • EOY near Checkers Drive-in Restaurants, Inc. 401(k) Plan
  • 5500 ind #9264

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 Georgia →

James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

James W. Buckley & Associates, Inc. 401(k) Profit Sharing PlanJames W. Buckley & Associate…$6MCheckers Drive-in Restaurants, Inc. 401(k) PlanCheckers Drive-in Restaurant…$6MTriebsch & Frampton, a Professional Corporation Profit Sharing 401(k) PlanTriebsch & Frampton, a Profe…$6MWebpower, Inc. 401(k) Plan$6MKathcar Incorporated Retirement PlanKathcar Incorporated Retirem…$6M
End-of-year total assets ($M) among James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James W. Buckley & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James W. Buckley & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 33.076342069419375% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.95M $6.58M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 49 $5M
2023 1 53 $6M
2024 1 57 $7M

James W. Buckley & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$920K
Employer EIN581383930
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005867773 · Participants: 53James W. Buckley & Associates, Inc. 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Checkers Drive-in Restaurants, Inc. 401(k) Plan in FL ($6M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.6% during 2023, from $5M to $6M. Reported net income was $920K.
How have James W. Buckley & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James W. Buckley & Associates, Inc.'s sponsor-wide assets grew 33.1%, from $5M to $7M.
Which 401(k) plans are similar in size to James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Checkers Drive-in Restaurants, Inc. 401(k) Plan in FL ($6M, 9,342 participants).
Which 401(k) plans cover a similar participant headcount to James W. Buckley & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants, $4M 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 581383930.

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.