401(k) · DOL Form 5500 · 2023
The Buckner Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $117,798
- Avg per participant Below avg balance/head
Official DOL plan name: The Buckner Company 401(k) Profit Sharing Plan · Sponsored by The Buckner Company, Inc. · Utah · Finance & Insurance
$24M in assets, 207 participants
The Buckner Company, Inc.'s The Buckner Company 401(k) Profit Sharing Plan reported $24M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #5,657 in Finance & Insurance (8,869 peers)
Coverage in Utah
The Buckner Company 401(k) Profit Sharing Plan covers 207 participants in Utah, about 35% of the average Utah filer (state average ~592 per filing). Assets: $24M.
- #5,657
- in Finance & Insurance (8,869 peers)
- +22.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Buckner Company 401(k) Profit Sharing Plan's outsized position by total assets
The Buckner Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,384,241 Top 24% higher than 76% 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
The Buckner Company 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. The Buckner Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Buckner Company 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Buckner Company 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- The Buckner Company 401(k) Profit Sharing Plan reported participants fell from 233 in the plan year 2022 filing to 207 in the plan year 2023 filing.
DOL schedule card
Filing strip 870257010 · The Buckner Company, Inc. PY 2023 · 401(k)
The Buckner Company 401(k) Profit Sharing Plan · $24M · 207 · 76th
- SCH $24M
- EBSA 207
- PART 76th
- TYPE 401(k)
- NET near Vsa Partners, LLC Retirement Savings Plan
- BOOK ind #5657
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 Finance & Insurance retirement plans → · Plans in Utah →
The Buckner Company 401(k) Profit Sharing Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $5M |
| Employer EIN | 870257010 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Buckner Company, Inc.)
Sponsor-wide plan assets over time
All The Buckner Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 17.984954359211148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $20M |
| 2023 | 1 | 207 | $24M |
| 2024 | 2 | 379 | $23M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
The Buckner Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Vsa Partners, LLC Retirement Savings Plan in IL ($24M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Rp Construction Services, Inc. 401(k) Plan (CA) 207 · 0 off
- Advanced Photographic Solutions Retirement Savings Plan (TN) 207 · 0 off
- Pilot Pen 401(k) Plan (FL) 207 · 0 off
- Core Services Group, Inc. 401(k) Profit Sharing Plan (NY) 207 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.