401(k) · DOL Form 5500 · 2024
Buckingham Management, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 329
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $40,955
- Avg per participant Low balance/head
Official DOL plan name: Buckingham Management, LLC 401(k) Plan · Sponsored by Buckingham Management, LLC · Indiana · Real Estate
$13M in assets, 329 participants
Buckingham Management, LLC's Buckingham Management, LLC 401(k) Plan reported $13M in total assets and 329 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,616 in Real Estate (4,605 peers)
Buckingham Management, LLC multi-year trail
Buckingham Management, LLC's plans moved +38.2% in assets from 2022 to 2024; this filing shows Buckingham Management, LLC 401(k) Plan at $13M / 329 participants.
- #3,616
- in Real Estate (4,605 peers)
- +10.6%
- assets growth YoY
Buckingham Management, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Buckingham Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,474,189 Top 38% higher than 62% 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
Buckingham Management, LLC 401(k) 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 Management, LLC 401(k) Plan sits mid-pack in the medium band (329 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Buckingham Management, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Buckingham Management, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Buckingham Management, LLC 401(k) Plan reported participants rose from 313 in the plan year 2023 filing to 329 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 351932656 · Buckingham Management, LLC PY 2024 · 401(k)
Buckingham Management, LLC 401(k) Plan · $13M · 329 · 62nd
- 5500 $13M
- ASSETS 329
- PCT 62nd
- EIN 401(k)
- RANK near Lsu Foundation 401(k) Plan
- PHOTO ind #3616
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 Real Estate retirement plans → · Plans in Indiana →
Buckingham Management, LLC 401(k) Plan in the asset neighbourhood
Buckingham Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Buckingham Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 38.16597444508795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 309 | $10M |
| 2023 | 1 | 313 | $12M |
| 2024 | 1 | 329 | $13M |
Buckingham Management, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 351932656 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Buckingham Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Lsu Foundation 401(k) Plan in LA ($13M); by covered participants it is Irg 401(k) Plan in WA (329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Lsu Foundation 401(k) Plan (LA) $13M · 99
- Haaker Equipment Company 401(k) Profit Sharing Plan (CA) $13M · 109
- Smart Retirement Pep (NY) $13M · 5
- Ermi LLC 401(k) Profit Sharing Plan (GA) $13M · 193
Similar participant headcount
Nearest other-state filings by covered participants (329 participants); asset peers above are excluded.
- Irg 401(k) Plan (WA) 329 · 0 off
- The Minikahda Club 401(k) Plan (MN) 329 · 0 off
- Charleston Ent Associates, LLC Profit Sharing Plan (SC) 329 · 0 off
- Mcdonough Bolyard Peck, Inc. Profit Sharing 401(k) Plan and Trust (VA) 329 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.