Money Purchase · DOL Form 5500 · 2024
Timothy J. Buckley Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Timothy J Buckley Self Employed Retirement Plan · Sponsored by Timothy J. Buckley · New York · Professional & Technical Services
$3M in assets, 3 participants
Timothy J. Buckley's Timothy J Buckley Self Employed Retirement Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #6,181 in Professional & Technical Services (20,173 peers)
Timothy J. Buckley multi-year trail
Timothy J. Buckley's plans moved +71.7% in assets from 2022 to 2024; this filing shows Timothy J Buckley Self Employed Retirement Plan at $3M / 3 participants.
- #6,181
- in Professional & Technical Services (20,173 peers)
- +23.9%
- assets growth YoY
Timothy J Buckley Self Employed Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Timothy J Buckley Self Employed Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,015,938 34th percentile higher than 34% 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
Timothy J Buckley Self Employed Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Timothy J Buckley Self Employed Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Timothy J Buckley Self Employed Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Timothy J Buckley Self Employed Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Timothy J Buckley Self Employed Retirement Plan reported net income fell from $679K in the plan year 2023 filing to $581K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 161181829 · Timothy J. Buckley PY 2024 · Money Purchase
Timothy J Buckley Self Employed Retirement Plan · $3M · 3 · 34th
- EOY $3M
- EOY 3
- EOY 34th
- EOY Money Purchase
- EOY near The Contractors Retirement Plan
- EOY ind #6181
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 New York →
Timothy J Buckley Self Employed Retirement Plan in the asset neighbourhood
Timothy J. Buckley multi-year asset trail
Sponsor-wide plan assets over time
All Timothy J. Buckley plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 71.73783930451579% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 3 | $3M |
Timothy J. Buckley filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $581K |
| Employer EIN | 161181829 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Timothy J Buckley Self Employed Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is The Contractors Retirement Plan in CA ($3M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.