401(k) · DOL Form 5500 · 2023

Buckley Investments Corporation 401(k) Plan

Data updated 2026-08-25

$286K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$286,136
Avg per participant High balance/head
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Official DOL plan name: Buckley Investments 401(k) · Sponsored by Buckley Investments Corporation · North Carolina · Other Services

$286K in assets, 1 participants

Buckley Investments Corporation's Buckley Investments 401(k) reported $286K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,282 in Other Services (7,857 peers)

Buckley Investments Corporation multi-year trail

Buckley Investments Corporation's plans moved +59.3% in assets from 2022 to 2024; this filing shows Buckley Investments 401(k) at $286K / 1 participant.

#2,282
in Other Services (7,857 peers)
+51.7%
assets growth YoY

Buckley Investments 401(k) among the smaller filed plans by assets

Buckley Investments 401(k) vs every filed plan by assets

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

$286,136 13th percentile higher than 13% 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

Buckley Investments 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Buckley Investments 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Buckley Investments 401(k) end-of-year assets rose from $189K in the plan year 2022 filing to $286K in the plan year 2023 filing.
  • Buckley Investments 401(k) reported net income fell from $189K in the plan year 2022 filing to $98K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 882678591 · Buckley Investments Corporation PY 2023 · 401(k)

Buckley Investments 401(k) · $286K · 1 · 13th

  • BOOK $286K
  • BOOK 1
  • BOOK 13th
  • BOOK 401(k)
  • BOOK near Iawl Ventures, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2282

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 Other Services retirement plans → · Plans in North Carolina →

Buckley Investments 401(k) in the asset neighbourhood

Buckley Investments 401(k)$286KIawl Ventures, Inc. 401(k) Profit Sharing PlanIawl Ventures, Inc. 401(k) P…$286KF-C Allen Holdings, Inc. 401(k) PlanF-C Allen Holdings, Inc. 401…$286KCabg Media 401(k) Trust$286KHuck Properties, Inc. 401(k) Profit Sharing PlanHuck Properties, Inc. 401(k)…$286K
End-of-year total assets ($M) among Buckley Investments 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Buckley Investments Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Buckley Investments Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$300K 59.27528393726339% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.19M $0.3M ▲ +57.9%
Year Plans Participants Total Assets
2022 1 1 $189K
2023 1 1 $286K
2024 1 1 $300K

Buckley Investments Corporation filing trail (2023)

Total Assets (Beginning of Year)$189K
Net Assets (End of Year)$286K
Net Income$98K
Employer EIN882678591
Plan Effective Date2022-06-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Buckley Investments 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Buckley Investments 401(k), Total assets ($B): 0.000286136 · Participants: 1Buckley Investments 401(k)The Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Buckley Investments 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Buckley Investments 401(k) side-by-side with 3 peers →

Buckley Investments 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Iawl Ventures, Inc. 401(k) Profit Sharing Plan in SC ($286K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($286K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Buckley Investments 401(k) assets move in 2023? ▼
Buckley Investments 401(k) surged - up 51.7% during 2023, from $189K to $286K. Reported net income was $98K.
How have Buckley Investments Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buckley Investments Corporation's sponsor-wide assets grew 59.3%, from $189K to $300K.
Where does Buckley Investments 401(k) rank by assets among Form 5500 filers? ▼
Buckley Investments 401(k) ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Buckley Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Iawl Ventures, Inc. 401(k) Profit Sharing Plan in SC ($286K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Buckley Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 882678591.

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.