401(k) · DOL Form 5500 · 2024
Buckles-Smith Electric Co. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $128,791
- Avg per participant Near avg balance/head
Official DOL plan name: Buckles-Smith Electric Co. Savings and Investment Plan · Sponsored by Buckles-Smith Electric Co. · California · Wholesale Trade
$20M in assets, 158 participants
Buckles-Smith Electric Co.'s Buckles-Smith Electric Co. Savings and Investment Plan reported $20M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #4,062 in Wholesale Trade (6,080 peers)
Coverage in California
Buckles-Smith Electric Co. Savings and Investment Plan covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $20M.
- #4,062
- in Wholesale Trade (6,080 peers)
- -5.0%
- 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.
Buckles-Smith Electric Co. Savings and Investment Plan's outsized position by total assets
Buckles-Smith Electric Co. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,349,040 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Buckles-Smith Electric Co. Savings and Investment Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Buckles-Smith Electric Co. Savings and Investment Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Buckles-Smith Electric Co. Savings and Investment Plan reported net income fell from $806K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Buckles-Smith Electric Co. Savings and Investment Plan reported participants rose from 143 in the plan year 2023 filing to 158 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941460248 · Buckles-Smith Electric Co. PY 2024 · 401(k)
Buckles-Smith Electric Co. Savings and Investment Plan · $20M · 158 · 71st
- NET $20M
- NET 158
- NET 71st
- NET 401(k)
- NET near Arise Virtual Solutions Inc. 401(k) Plan
- NET ind #4062
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 Wholesale Trade retirement plans → · Plans in California →
Buckles-Smith Electric Co. Savings and Investment Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$1M |
| Employer EIN | 941460248 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Buckles-Smith Electric Co.)
Sponsor-wide plan assets over time
All Buckles-Smith Electric Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 26.150221935675848% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $16M |
| 2023 | 1 | 143 | N/A |
| 2024 | 1 | 158 | $20M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Buckles-Smith Electric Co. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Arise Virtual Solutions Inc. 401(k) Plan in FL ($20M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Arise Virtual Solutions Inc. 401(k) Plan (FL) $20M · 266
- C&a Service Inc. 401(k) Plan (NY) $20M · 203
- Bourque Holdings 401(k) Plan (TX) $20M · 164
- King Aerospace, Inc. 401(k) Plan (TX) $20M · 322
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
- Supportive Healthcare, Inc 401(k) Plan (FL) 158 · 0 off
- American Ambulance Service, Inc. Profit Sharing Plan (CT) 158 · 0 off
- Schultes Precision Manufacturing 401(k) Plan (IL) 158 · 0 off
- Morton Grove Pharmaceutical, (IL) 158 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.