401(k) · DOL Form 5500 · 2023
Buckingham, Doolittle & Burroughs 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 130
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $425,836
- Avg per participant High balance/head
Official DOL plan name: Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Buckingham, Doolittle & Burroughs · Ohio · Professional & Technical Services
$55M in assets, 130 participants
Buckingham, Doolittle & Burroughs's Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust reported $55M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #17,817 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust covers 130 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $55M.
- #17,817
- in Professional & Technical Services (20,321 peers)
- +6.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,358,723 Top 13% higher than 87% 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, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust 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, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$16M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 113 in the plan year 2022 filing to 130 in the plan year 2023 filing.
- Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $52M in the plan year 2022 filing to $55M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 341832611 · Buckingham, Doolittle & Burroughs PY 2023 · 401(k)
Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust · $55M · 130 · 87th
- NET $55M
- BOOK 130
- VS-ST 87th
- BOY 401(k)
- SCH near New England Teamsters Savings and Investment Plan
- EBSA ind #17817
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 Professional & Technical Services retirement plans → · Plans in Ohio →
Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $3M |
| Employer EIN | 341832611 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Buckingham, Doolittle & Burroughs)
Sponsor-wide plan assets over time
All Buckingham, Doolittle & Burroughs plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 9.573424776801595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $52M |
| 2023 | 1 | 130 | $55M |
| 2024 | 1 | 132 | $57M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is New England Teamsters Savings and Investment Plan in NH ($55M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- New England Teamsters Savings and Investment Plan (NH) $55M · 4,405
- Hinge Health, Inc. 401(k) Plan (CA) $55M · 1,324
- Bounteous, Inc. 401(k) Profit Sharing Plan (IL) $55M · 624
- Symphonyai 401(k) Plan (CA) $55M · 471
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Animax Designs, Inc. (TN) 130 · 0 off
- American Portfolios Holdings, (NY) 130 · 0 off
- Ambridge US Services Company, Inc 401(k) Plan (NY) 130 · 0 off
- The Neuro Behavioral Center for Growth LLC-401(k) Plan (UT) 130 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.