401(k) · DOL Form 5500 · 2024
Buck Institute for Research on Aging 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 242
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $190,754
- Avg per participant Above avg balance/head
Official DOL plan name: Buck Institute for Research on Aging 401(k) Plan · Sponsored by Buck Institute for Research on Aging · California · Professional & Technical Services
$46M in assets, 242 participants
Buck Institute for Research on Aging's Buck Institute for Research on Aging 401(k) Plan reported $46M in total assets and 242 participants in its 2024 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.
- #16,927 in Professional & Technical Services (20,173 peers)
Coverage in California
Buck Institute for Research on Aging 401(k) Plan covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $46M.
- #16,927
- in Professional & Technical Services (20,173 peers)
- +21.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Buck Institute for Research on Aging 401(k) Plan's outsized position by total assets
Buck Institute for Research on Aging 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,162,564 Top 17% higher than 83% 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
Buck Institute for Research on Aging 401(k) 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. Buck Institute for Research on Aging 401(k) Plan sits mid-pack in the medium band (242 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Buck Institute for Research on Aging 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Buck Institute for Research on Aging 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Buck Institute for Research on Aging 401(k) Plan reported participants rose from 221 in the plan year 2023 filing to 242 in the plan year 2024 filing.
DOL schedule card
Filing strip 943030609 · Buck Institute for Research on Aging PY 2024 · 401(k)
Buck Institute for Research on Aging 401(k) Plan · $46M · 242 · 83rd
- EBSA $46M
- EBSA 242
- EBSA 83rd
- EBSA 401(k)
- EBSA near Merrill Technologies Group Inc 401(k) Profit Sharing Plan & Trust
- EBSA ind #16927
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 California →
Buck Institute for Research on Aging 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $8M |
| Employer EIN | 943030609 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Buck Institute for Research on Aging)
Sponsor-wide plan assets over time
All Buck Institute for Research on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 58.788046689760975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 210 | $29M |
| 2023 | 1 | 221 | $38M |
| 2024 | 1 | 242 | $46M |
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
Buck Institute for Research on Aging 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Merrill Technologies Group Inc 401(k) Profit Sharing Plan & Trust in MI ($46M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Merrill Technologies Group Inc 401(k) Profit Sharing Plan & Trust (MI) $46M · 399
- Wood-Fruitticher Grocery Company, Inc Profit Sharing & 401(k) Plan (AL) $46M · 278
- Epstein Becker & Green, P.C. Associates' Savings Plan (NY) $46M · 149
- Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan (PA) $46M · 1,089
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Venus Construction Company 401 (K) Plan (TX) 242 · 0 off
- Allone Health Resources, Inc. 401(k) Retirement Savings Plan (PA) 242 · 0 off
- Greenleaf Trust 401(k) Plan (MI) 242 · 0 off
- Proven Business Systems 401(k) Plan (IL) 242 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.