401(k) · DOL Form 5500 · 2023

Buchanan Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 3
Participants Small participant base: 35th
Percentile by assets National rank: $977,053
Avg per participant High balance/head

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Official DOL plan name: Buchanan Advisors, Inc. 401(k) Plan · Sponsored by Buchanan Advisors, Inc. · California · Finance & Insurance

$3M in assets, 3 participants

Buchanan Advisors, Inc.'s Buchanan Advisors, Inc. 401(k) Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#2,173 in Finance & Insurance (8,869 peers)

Buchanan Advisors, Inc. multi-year trail

Buchanan Advisors, Inc.'s plans moved -40.4% in assets from 2022 to 2024; this filing shows Buchanan Advisors, Inc. 401(k) Plan at $3M / 3 participants.

#2,173
in Finance & Insurance (8,869 peers): -33.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Buchanan Advisors, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Buchanan Advisors, Inc. 401(k) Plan vs every filed plan by assets

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

$2,931,159 35th percentile higher than 35% 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

Buchanan Advisors, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Buchanan Advisors, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Buchanan Advisors, Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Buchanan Advisors, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680413590 · Buchanan Advisors, Inc. PY 2023 · 401(k)

Buchanan Advisors, Inc. 401(k) Plan · $3M · 3 · 35th

RANK $3M
RANK 3
RANK 35th
RANK 401(k)
RANK near Realtor Alliance of Greater Cincinnati
RANK ind #2173

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 California →

End-of-year total assets ($M) among Buchanan Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Buchanan Advisors, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 40.37123430756905% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$4M
2023	1	3	$3M
2024	1	2	$3M

Buchanan Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$3M
Net Income	-$1M
Employer EIN	680413590
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Buchanan Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Buchanan Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Buchanan Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Realtor Alliance of Greater Cincinnati in OH ($3M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Realtor Alliance of Greater Cincinnati (OH) $3M · 11
Hauppauge Computer Works, Inc. Retirement Plan (NY) $3M · 10
The Night Ministry 401(k) Employee Savings Plan and Trust (IL) $3M · 111
Insight Financial Partners Pooled Employer Plan (FL) $3M · 18

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

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 Buchanan Advisors, Inc. 401(k) Plan assets move in 2023? ▼

Buchanan Advisors, Inc. 401(k) Plan contracted severely - down 33.8% during 2023, from $4M to $3M. Reported net income was -$1M.

How have Buchanan Advisors, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Buchanan Advisors, Inc.'s sponsor-wide assets declined 40.4%, from $4M to $3M.

Which 401(k) plans are similar in size to Buchanan Advisors, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Realtor Alliance of Greater Cincinnati in OH ($3M, 11 participants).

Which 401(k) plans cover a similar participant headcount to Buchanan Advisors, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 680413590.