401(k) · DOL Form 5500 · 2023

Bullis School, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
252
Participants Below avg headcount
83rd
Percentile by assets National rank
$163,166
Avg per participant Above avg balance/head
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Official DOL plan name: Bullis School 401(k) Plan · Sponsored by Bullis School, Inc. · Maryland · Educational Services

$41M in assets, 252 participants

Bullis School, Inc.'s Bullis School 401(k) Plan reported $41M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,620 in Educational Services (3,735 peers)

Coverage in Maryland

Bullis School 401(k) Plan covers 252 participants in Maryland, about 27% of the average Maryland filer (state average ~929 per filing). Assets: $41M.

#2,620
in Educational Services (3,735 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bullis School 401(k) Plan's outsized position by total assets

Bullis School 401(k) Plan vs every filed plan by assets

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

$41,117,775 Top 17% higher than 83% 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

Bullis School 401(k) Plan 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. Bullis School 401(k) Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bullis School 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bullis School 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Bullis School 401(k) Plan reported participants rose from 226 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520635080 · Bullis School, Inc. PY 2023 · 401(k)

Bullis School 401(k) Plan · $41M · 252 · 83rd

  • PART $41M
  • TYPE 252
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Hughes Brothers, Inc. 401(k) Plan for Bargaining Unit Employees
  • BOY ind #2620

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 Educational Services retirement plans → · Plans in Maryland →

Bullis School 401(k) Plan in the asset neighbourhood

Neaton Auto Products Mfg., Incorporated Retirement and Savings PlanNeaton Auto Products Mfg., I…$41MBullis School 401(k) Plan$41MHughes Brothers, Inc. 401(k) Plan for Bargaining Unit EmployeesHughes Brothers, Inc. 401(k)…$41MNagase Retirement Plan$41MEntravision Communications Corporation 401(k) PlanEntravision Communications C…$41M
End-of-year total assets ($M) among Bullis School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$6M
Employer EIN520635080
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bullis School, Inc.)

Sponsor-wide plan assets over time

All Bullis School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 29.03172632842899% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.7M $44.8M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 226 $35M
2023 1 252 $41M
2024 1 223 $45M

Nearby 401(k) Plans in Maryland

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

Bullis School 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bullis School 401(k) Plan, Total assets ($B): 0.041117775 · Participants: 252Bullis School 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Bullis School 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Bullis School 401(k) Plan side-by-side with 3 peers →

Bullis School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Hughes Brothers, Inc. 401(k) Plan for Bargaining Unit Employees in NE ($41M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Bullis School 401(k) Plan assets move in 2023? ▼
Bullis School 401(k) Plan grew sharply - up 18.3% during 2023, from $35M to $41M. Reported net income was $6M.
How have Bullis School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bullis School, Inc.'s sponsor-wide assets grew 29.0%, from $35M to $45M.
Where does Bullis School 401(k) Plan rank by assets among Form 5500 filers? ▼
Bullis School 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bullis School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hughes Brothers, Inc. 401(k) Plan for Bargaining Unit Employees in NE ($41M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Bullis School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants, $29M 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 520635080.

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.