401(k) · DOL Form 5500 · 2023

Buckingham Asset Management, LLC 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
604
Participants Below avg headcount
91st
Percentile by assets National rank
$164,521
Avg per participant Above avg balance/head
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Official DOL plan name: Buckingham Asset Management, LLC 401(k) Profit Sharing Plan · Sponsored by Buckingham Asset Management, LLC · Missouri · Finance & Insurance

$99M in assets, 604 participants

Buckingham Asset Management, LLC's Buckingham Asset Management, LLC 401(k) Profit Sharing Plan reported $99M in total assets and 604 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,671 in Finance & Insurance (8,869 peers)

Where Buckingham Asset Management, LLC 401(k) Profit Sharing Plan sits by assets

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $99M for 604 participants (~$164,521/participant), up 22.6% in 2023.

#7,671
in Finance & Insurance (8,869 peers)
+22.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets

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

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

$99,370,392 Top 9% higher than 91% 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 Asset Management, LLC 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. Buckingham Asset Management, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (604 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Buckingham Asset Management, LLC 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Buckingham Asset Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $81M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Buckingham Asset Management, LLC 401(k) Profit Sharing Plan reported participants rose from 529 in the plan year 2022 filing to 604 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208306720 · Buckingham Asset Management, LLC PY 2023 · 401(k)

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan · $99M · 604 · 91st

  • RANK $99M
  • PHOTO 604
  • IND 91st
  • EOY 401(k)
  • 5500 near Brandt Holdings Company 401(k) Plan
  • ASSETS ind #7671

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 Missouri →

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

Psemi Corporation 401(k) Plan$99MU.S. Digestive Health Retirement PlanU.S. Digestive Health Retire…$99MBrandt Holdings Company 401(k) PlanBrandt Holdings Company 401(…$99MBuckingham Asset Management, LLC 401(k) Profit Sharing PlanBuckingham Asset Management,…$99MNational Aerospace Solutions, LLC Wage Employees Retirement Savings PlanNational Aerospace Solutions…$99M
End-of-year total assets ($M) among Buckingham Asset Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$99M
Net Income$18M
Employer EIN208306720
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buckingham Asset Management, LLC)

Sponsor-wide plan assets over time

All Buckingham Asset Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M 202220232024 $81.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 529 $81M
2023 1 604 $99M
2024 1 631 N/A

Nearby 401(k) Plans in Missouri

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

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Buckingham Asset Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.099370392 · Participants: 604Buckingham Asset Management, LLC 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Buckingham Asset Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Brandt Holdings Company 401(k) Plan in ND ($99M); by covered participants it is J.D. Heiskell Holdings, LLC 401(k) Plan in CA (604 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (604 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 Asset Management, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan grew sharply - up 22.6% during 2023, from $81M to $99M. Reported net income was $18M.
Where does Buckingham Asset Management, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Buckingham Asset Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brandt Holdings Company 401(k) Plan in ND ($99M, 1,831 participants).
Which 401(k) plans cover a similar participant headcount to Buckingham Asset Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J.D. Heiskell Holdings, LLC 401(k) Plan in CA (604 participants, $64M 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 208306720.

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.