401(k) · DOL Form 5500 · 2024

The Buckner Company, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
187
Participants Below avg headcount
73rd
Percentile by assets National rank
$125,194
Avg per participant Near avg balance/head
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Official DOL plan name: The Buckner Company 401(k) Profit Sharing Plan · Sponsored by The Buckner Company, Inc. · Utah · Finance & Insurance

$23M in assets, 187 participants

The Buckner Company, Inc.'s The Buckner Company 401(k) Profit Sharing Plan reported $23M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,070 in Finance & Insurance (8,549 peers)

Coverage in Utah

The Buckner Company 401(k) Profit Sharing Plan covers 187 participants in Utah, about 32% of the average Utah filer (state average ~592 per filing). Assets: $23M.

#5,070
in Finance & Insurance (8,549 peers)
-4.0%
assets change YoY

The plan reported a net loss of $973K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Buckner Company 401(k) Profit Sharing Plan's outsized position by total assets

The Buckner Company 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,411,233 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Buckner Company 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. The Buckner Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Buckner Company 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to -$973K in the plan year 2024 filing.
  • The Buckner Company 401(k) Profit Sharing Plan reported participants fell from 207 in the plan year 2023 filing to 187 in the plan year 2024 filing.
  • The Buckner Company 401(k) Profit Sharing Plan end-of-year assets fell from $24M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870257010 · The Buckner Company, Inc. PY 2024 · 401(k)

The Buckner Company 401(k) Profit Sharing Plan · $23M · 187 · 73rd

  • EBSA $23M
  • EBSA 187
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near The Instantwhip Companies Profit Sharing Plan
  • EBSA ind #5070

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 Utah →

The Buckner Company 401(k) Profit Sharing Plan in the asset neighbourhood

The Buckner Company 401(k) Profit Sharing PlanThe Buckner Company 401(k) P…$23MThe Instantwhip Companies Profit Sharing PlanThe Instantwhip Companies Pr…$23MFreeman Investment Company, L.P. 401(k) PlanFreeman Investment Company, …$23MBayard, P.a. 401(k) Plan$23MShah Smith & Associates, Inc. Profit Sharing PlanShah Smith & Associates, Inc…$23M
End-of-year total assets ($M) among The Buckner Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$973K
Employer EIN870257010
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Buckner Company, Inc.)

Sponsor-wide plan assets over time

All The Buckner Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 17.984954359211148% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $23.4M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 233 $20M
2023 1 207 $24M
2024 2 379 $23M

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Buckner Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Buckner Company 401(k) Profit Sharing Plan, Total assets ($B): 0.023411233 · Participants: 187The Buckner Company 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
The Buckner Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare The Buckner Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Buckner Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is The Instantwhip Companies Profit Sharing Plan in OH ($23M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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.

Frequently Asked Questions

How did The Buckner Company 401(k) Profit Sharing Plan assets move in 2024? ▼
The Buckner Company 401(k) Profit Sharing Plan edged down modestly - down 4.0% during 2024, from $24M to $23M. Reported net income was -$973K.
How have The Buckner Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Buckner Company, Inc.'s sponsor-wide assets grew 18.0%, from $20M to $23M.
Which 401(k) plans are similar in size to The Buckner Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Instantwhip Companies Profit Sharing Plan in OH ($23M, 235 participants).
Which 401(k) plans cover a similar participant headcount to The Buckner Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (187 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870257010.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.