401(k) · DOL Form 5500 · 2024
Buckingham Asset Management, LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 631
- Participants Below avg headcount
Official DOL plan name: Buckingham Asset Management, LLC 401(k) Profit Sharing Plan · Sponsored by Buckingham Asset Management, LLC · Missouri · Finance & Insurance
N/A in assets, 631 participants
Buckingham Asset Management, LLC's Buckingham Asset Management, LLC 401(k) Profit Sharing Plan reported N/A in total assets and 631 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan holds N/A for 631 participants.
- $9M
- reported net income
Buckingham Asset Management, LLC 401(k) Profit Sharing 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. Buckingham Asset Management, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (631 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Buckingham Asset Management, LLC 401(k) Profit Sharing Plan reported net income fell from $18M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Buckingham Asset Management, LLC 401(k) Profit Sharing Plan reported participants rose from 604 in the plan year 2023 filing to 631 in the plan year 2024 filing.
DOL schedule card
Filing strip 208306720 · Buckingham Asset Management, LLC PY 2024 · 401(k)
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan · N/A · 631
- EIN N/A
- RANK 631
- PHOTO PY 2024
- IND 401(k)
- EOY near Numerator 401(k) Plan
- 5500 $9M
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 Finance & Insurance retirement plans → · Plans in Missouri →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $9M |
| Employer EIN | 208306720 |
| Plan Effective Date | 1994-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Buckingham Asset Management, LLC)
Sponsor-wide plan assets over time
All Buckingham Asset Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 529 | $81M |
| 2023 | 1 | 604 | $99M |
| 2024 | 1 | 631 | N/A |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside Missouri, the nearest 401(k) by covered participants is Numerator 401(k) Plan in IL (631 participants; this filing: 631 participants).
Similar participant headcount
Nearest other-state filings by covered participants (631 participants); asset peers above are excluded.
- Numerator 401(k) Plan (IL) 631 · 0 off
- Medifast, Inc. 401(k) Plan (MD) 631 · 0 off
- American Heritage Federal Credit Union 401(k) Plan and Trust (PA) 631 · 0 off
- Marotta Controls, Inc. Employees 401(k) Plan (NJ) 631 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.