Other · DOL Form 5500 · 2023

Buckelew Programs, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
160
Participants Small participant base
39th
Percentile by assets National rank
$23,350
Avg per participant Low balance/head
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Official DOL plan name: Buckelew Programs 403(b) Retirement Program · Sponsored by Buckelew Programs, Inc. · California · Healthcare & Social Assistance

$4M in assets, 160 participants

Buckelew Programs, Inc.'s Buckelew Programs 403(b) Retirement Program reported $4M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,307 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Buckelew Programs 403(b) Retirement Program covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $4M.

#7,307
in Healthcare & Social Assistance (17,684 peers)
+13.2%
assets growth YoY

Buckelew Programs 403(b) Retirement Program's mid-pack asset rank among Healthcare & Social Assistance and all filers

Buckelew Programs 403(b) Retirement Program vs every filed plan by assets

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

$3,735,922 39th percentile higher than 39% 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

Buckelew Programs 403(b) Retirement Program 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. Buckelew Programs 403(b) Retirement Program sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Buckelew Programs 403(b) Retirement Program reported net income rose from -$698K in the plan year 2022 filing to $436K in the plan year 2023 filing.
  • Buckelew Programs 403(b) Retirement Program end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Buckelew Programs 403(b) Retirement Program reported participants rose from 142 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237088977 · Buckelew Programs, Inc. PY 2023 · Other

Buckelew Programs 403(b) Retirement Program · $4M · 160 · 39th

  • NET $4M
  • BOOK 160
  • VS-ST 39th
  • BOY Other
  • SCH near Eleanor a. Mccain, M.D., P.a. Profit Sharing Plan
  • EBSA ind #7307

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Buckelew Programs 403(b) Retirement Program in the asset neighbourhood

Buckelew Programs 403(b) Retirement ProgramBuckelew Programs 403(b) Ret…$4MLouisiana Horsemens Pension PlanLouisiana Horsemens Pension …$4MBroadway Services Inc. Retirement PlanBroadway Services Inc. Retir…$4MEleanor a. Mccain, M.D., P.a. Profit Sharing PlanEleanor a. Mccain, M.D., P.a…$4MAppletree Early Learning 403(b) PlanAppletree Early Learning 403…$4M
End-of-year total assets ($M) among Buckelew Programs 403(b) Retirement Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$436K
Employer EIN237088977
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buckelew Programs, Inc.)

Sponsor-wide plan assets over time

All Buckelew Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.607693600855034% vs 2022
2023 filing year
$3.2M$3.4M$3.6M$3.8M 20222023 $3.26M $3.74M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 142 $3M
2023 1 160 $4M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Buckelew Programs 403(b) Retirement Program vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Buckelew Programs 403(b) Retirement Program, Total assets ($B): 0.003735922 · Participants: 160Buckelew Programs 403(b) Retirement ProgramStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Buckelew Programs 403(b) Retirement Program vs. nearby Other plans in California, assets vs. participants
Compare Buckelew Programs 403(b) Retirement Program side-by-side with 3 peers →

Buckelew Programs 403(b) Retirement Program's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Eleanor a. Mccain, M.D., P.a. Profit Sharing Plan in FL ($4M); by covered participants it is Cornerstone Vna Retirement Plan in NH (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Buckelew Programs 403(b) Retirement Program assets move in 2023? ▼
Buckelew Programs 403(b) Retirement Program grew at a solid clip - up 13.2% during 2023, from $3M to $4M. Reported net income was $436K.
How have Buckelew Programs, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Buckelew Programs, Inc.'s sponsor-wide assets grew 14.6%, from $3M to $4M.
Which Other plans are similar in size to Buckelew Programs 403(b) Retirement Program? ▼
Among Other plans in other states, the closest by assets is Eleanor a. Mccain, M.D., P.a. Profit Sharing Plan in FL ($4M, 3 participants).
Which Other plans cover a similar participant headcount to Buckelew Programs 403(b) Retirement Program? ▼
Among Other plans in other states, the closest by covered participants is Cornerstone Vna Retirement Plan in NH (160 participants, $10M 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 237088977.

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.