401(k) · DOL Form 5500 · 2023

Buckley Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
140
Participants Small participant base
84th
Percentile by assets National rank
$323,731
Avg per participant High balance/head
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Official DOL plan name: Buckley Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Buckley Associates, Inc. · Massachusetts · Wholesale Trade

$45M in assets, 140 participants

Buckley Associates, Inc.'s Buckley Associates, Inc. 401(k) Profit Sharing Plan reported $45M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,397 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Buckley Associates, Inc. 401(k) Profit Sharing Plan covers 140 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $45M.

#5,397
in Wholesale Trade (6,309 peers)
+13.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Buckley Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

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

$45,322,368 Top 16% higher than 84% 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

Buckley Associates, Inc. 401(k) Profit Sharing 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. Buckley Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Buckley Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Buckley Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Buckley Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 138 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042464258 · Buckley Associates, Inc. PY 2023 · 401(k)

Buckley Associates, Inc. 401(k) Profit Sharing Plan · $45M · 140 · 84th

  • EBSA $45M
  • PART 140
  • TYPE 84th
  • NET 401(k)
  • BOOK near Advanced Cardiovascular Specialists LLC Profit Sharing 401(k) Plan
  • VS-ST ind #5397

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

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

Buckley Associates, Inc. 401(k) Profit Sharing PlanBuckley Associates, Inc. 401…$45MAdvanced Cardiovascular Specialists LLC Profit Sharing 401(k) PlanAdvanced Cardiovascular Spec…$45MThe Harford Mutual Insurance Group Retirement Savings PlanThe Harford Mutual Insurance…$45MOld Harbor Profit Sharing 401(k) PlanOld Harbor Profit Sharing 40…$45MFlorida Pediatric Associates 401(k) Profit Sharing PlanFlorida Pediatric Associates…$45M
End-of-year total assets ($M) among Buckley Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$5M
Employer EIN042464258
Plan Effective Date1974-12-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Buckley Associates, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$51M 28.628786919635008% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40M $51.5M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 138 $40M
2023 2 255 $45M
2024 2 257 $51M

Nearby 401(k) Plans in Massachusetts

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

Buckley Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Buckley Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.045322368 · Participants: 140Buckley Associates, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Buckley Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Buckley Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Advanced Cardiovascular Specialists LLC Profit Sharing 401(k) Plan in LA ($45M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Buckley Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Buckley Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2023, from $40M to $45M. Reported net income was $5M.
How have Buckley Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buckley Associates, Inc.'s sponsor-wide assets grew 28.6%, from $40M to $51M.
Where does Buckley Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Buckley Associates, Inc. 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Buckley Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Cardiovascular Specialists LLC Profit Sharing 401(k) Plan in LA ($45M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Buckley Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 042464258.

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.