401(k) · DOL Form 5500 · 2023

Buckingham Asset Management, LLC 401(k) Plan

Data updated 2026-08-11

$99M
Total assets: 604
Participants: 91st
Percentile by assets: $164,521
Avg per participant

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.

91st percentile by assets (of 127,072 plans)
#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.

$99M
total plan assets (2023 EOY): 604
covered participants: 91st
percentile by assets (of 127,072 plans): $164,521
avg assets per participant

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

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 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 →

State

Missouri

Industry

Finance & Insurance

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Buckingham Asset Management, LLC 401(k) Profit Sharing Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$81M
Net Assets (End of Year)	$99M
Net Income	$18M
Employer EIN	208306720
Plan Effective Date	1994-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Buckingham Asset Management, LLC)

Total plan assets by year, all Buckingham Asset Management, LLC plans on file

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

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Buckingham Asset Management, LLC 401(k) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Buckingham Asset Management, LLC 401(k) Profit Sharing Plan by total assets, not by location.

Brandt Holdings Company 401(k) Plan (ND) $99M · 1,831
U.S. Digestive Health Retirement Plan (PA) $99M · 864
National Aerospace Solutions, LLC Wage Employees Retirement Savings Plan (TN) $99M · 591
Psemi Corporation 401(k) Plan (CA) $99M · 552

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).

Next read for Buckingham Asset Management, LLC 401(k) …

Scale reading

Ways to act on Buckingham Asset Management, LLC 401(k) Profit Sharing Plan's numbers.

By total assets, Buckingham Asset Management, LLC 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans

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.