Other · DOL Form 5500 · 2024
The Buckley School Retirement Plan
Data updated 2026-08-11
- $75M
- Total assets
- 196
- Participants
- 88th
- Percentile by assets
- $383,546
- Avg per participant
Official DOL plan name: The Buckley School Defined Contribution Plan · Sponsored by The Buckley School · California · Educational Services
$75M in assets, 196 participants
The Buckley School's The Buckley School Defined Contribution Plan reported $75M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #2,866 in Educational Services (3,638 peers)
Coverage in California
The Buckley School Defined Contribution Plan covers 196 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $75M.
- $75M
- total plan assets (2024 EOY)
- 196
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $383,546
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Buckley School Defined Contribution Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Buckley School Defined Contribution Plan end-of-year assets rose from $70M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- The Buckley School Defined Contribution Plan reported participants fell from 198 in the plan year 2023 filing to 196 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The Buckley School Defined Contribution Plan reports 196 participants - about 31% of that state average ($75M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $5M |
| Employer EIN | 951750023 |
| Plan Effective Date | 1980-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Buckley School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 205 | $61M |
| 2023 | 1 | 198 | $70M |
| 2024 | 1 | 196 | $75M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
The Buckley School Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Buckley School Defined Contribution Plan by total assets, not by location.
- Shady Side Academy Retirement Plan (PA) $75M · 300
- Oswego Health 403(b) Retirement Plan (NY) $75M · 1,380
- University of Dubuque Employees' 403(b) Plan (IA) $75M · 669
- Montefiore Nyack Hospital 403(b) Plan (NY) $75M · 821
Frequently Asked Questions
How did The Buckley School Defined Contribution Plan assets move in 2024? ▼
How have The Buckley School plan assets changed over time? ▼
Where does The Buckley School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on The Buckley School Defined Contribution Plan's numbers.
- By total assets, The Buckley School Defined Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The Buckley School's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Educational Services plans