Other · DOL Form 5500 · 2024
The Buckley School Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 196
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $383,546
- Avg per participant High balance/head
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.
- #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.
- #2,866
- in Educational Services (3,638 peers)
- +7.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
The Buckley School Defined Contribution Plan's outsized position by total assets
The Buckley School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,174,979 Top 12% higher than 88% 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
The Buckley School Defined Contribution 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. The Buckley School Defined Contribution Plan sits mid-pack in the medium band (196 participants).
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.
Published 5500 schedule card
Filing strip 951750023 · The Buckley School PY 2024 · Other
The Buckley School Defined Contribution Plan · $75M · 196 · 88th
- PHOTO $75M
- IND 196
- EOY 88th
- 5500 Other
- ASSETS near Shady Side Academy Retirement Plan
- PCT ind #2866
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 California →
The Buckley School Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Buckley School plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 23.95293787176926% vs 2022
- 2024 filing year
| 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.
- 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
The Buckley School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Shady Side Academy Retirement Plan in PA ($75M); by covered participants it is The Pennington School DC Retirement Plan in NJ (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.