401(k) · DOL Form 5500 · 2023

Buckingham Management, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
313
Participants Below avg headcount
63rd
Percentile by assets National rank
$38,935
Avg per participant Low balance/head
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Official DOL plan name: Buckingham Management, LLC 401(k) Plan · Sponsored by Buckingham Management, LLC · Indiana · Real Estate

$12M in assets, 313 participants

Buckingham Management, LLC's Buckingham Management, LLC 401(k) Plan reported $12M in total assets and 313 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,757 in Real Estate (4,727 peers)

Buckingham Management, LLC multi-year trail

Buckingham Management, LLC's plans moved +38.2% in assets from 2022 to 2024; this filing shows Buckingham Management, LLC 401(k) Plan at $12M / 313 participants.

#3,757
in Real Estate (4,727 peers)
+25.0%
assets growth YoY

Buckingham Management, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Buckingham Management, LLC 401(k) Plan vs every filed plan by assets

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

$12,186,638 Top 37% higher than 63% 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

Buckingham Management, LLC 401(k) 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. Buckingham Management, LLC 401(k) Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Buckingham Management, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Buckingham Management, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Buckingham Management, LLC 401(k) Plan reported participants rose from 309 in the plan year 2022 filing to 313 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351932656 · Buckingham Management, LLC PY 2023 · 401(k)

Buckingham Management, LLC 401(k) Plan · $12M · 313 · 63rd

  • BOY $12M
  • SCH 313
  • EBSA 63rd
  • PART 401(k)
  • TYPE near Shock Doctor, Inc. 401(k) Retirement Plan
  • NET ind #3757

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 Real Estate retirement plans → · Plans in Indiana →

Buckingham Management, LLC 401(k) Plan in the asset neighbourhood

Buckingham Management, LLC 401(k) PlanBuckingham Management, LLC 4…$12MShock Doctor, Inc. 401(k) Retirement PlanShock Doctor, Inc. 401(k) Re…$12MSpalding Dedecker Associates, Inc. 401(k) Retirement PlanSpalding Dedecker Associates…$12MBankchampaign NA 401(k) Profit Sharing PlanBankchampaign NA 401(k) Prof…$12MMichigan Medical Advantage, Inc. 401(k) Profit Sharing PlanMichigan Medical Advantage, …$12M
End-of-year total assets ($M) among Buckingham Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Buckingham Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Buckingham Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 38.16597444508795% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.75M $13.5M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 309 $10M
2023 1 313 $12M
2024 1 329 $13M

Buckingham Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN351932656
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Buckingham Management, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Buckingham Management, LLC 401(k) Plan, Total assets ($B): 0.012186638 · Participants: 313Buckingham Management, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Buckingham Management, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Buckingham Management, LLC 401(k) Plan side-by-side with 3 peers →

Buckingham Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Shock Doctor, Inc. 401(k) Retirement Plan in CA ($12M); by covered participants it is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Buckingham Management, LLC 401(k) Plan assets move in 2023? ▼
Buckingham Management, LLC 401(k) Plan grew sharply - up 25.0% during 2023, from $10M to $12M. Reported net income was $2M.
How have Buckingham Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buckingham Management, LLC's sponsor-wide assets grew 38.2%, from $10M to $13M.
Which 401(k) plans are similar in size to Buckingham Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shock Doctor, Inc. 401(k) Retirement Plan in CA ($12M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Buckingham Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants, $2M 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 351932656.

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.