401(k) · DOL Form 5500 · 2024

Buchanan Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Buchanan Advisors, Inc. 401(k) Plan · Sponsored by Buchanan Advisors, Inc. · California · Finance & Insurance

$3M in assets, 2 participants

Buchanan Advisors, Inc.'s Buchanan Advisors, Inc. 401(k) Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,798 in Finance & Insurance (8,549 peers)

Buchanan Advisors, Inc. multi-year trail

Buchanan Advisors, Inc.'s plans moved -40.4% in assets from 2022 to 2024; this filing shows Buchanan Advisors, Inc. 401(k) Plan at $3M / 2 participants.

#1,798
in Finance & Insurance (8,549 peers)
-9.9%
assets change YoY

The plan reported a net loss of $290K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Buchanan Advisors, Inc. 401(k) Plan among the smaller filed plans by assets

Buchanan Advisors, Inc. 401(k) Plan vs every filed plan by assets

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

$2,641,413 32nd percentile higher than 32% 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

Buchanan Advisors, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Buchanan Advisors, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Buchanan Advisors, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to -$290K in the plan year 2024 filing.
  • Buchanan Advisors, Inc. 401(k) Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Buchanan Advisors, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680413590 · Buchanan Advisors, Inc. PY 2024 · 401(k)

Buchanan Advisors, Inc. 401(k) Plan · $3M · 2 · 32nd

  • EBSA $3M
  • EBSA 2
  • EBSA 32nd
  • EBSA 401(k)
  • EBSA near Journalistic, Inc. 401(k) Retirement Plan
  • EBSA ind #1798

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 California →

Buchanan Advisors, Inc. 401(k) Plan in the asset neighbourhood

Buchanan Advisors, Inc. 401(k) PlanBuchanan Advisors, Inc. 401(…$3MJournalistic, Inc. 401(k) Retirement PlanJournalistic, Inc. 401(k) Re…$3MMcDonald's Gardens LLC 401(k) PlanMcDonald's Gardens LLC 401(k…$3MNew England Business Media LLC 401(k) PlanNew England Business Media L…$3MWolf Popper, LLP 401(k) Plan$3M
End-of-year total assets ($M) among Buchanan Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Buchanan Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Buchanan Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 40.37123430756905% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.43M $2.64M ▼ -40.4%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $3M
2024 1 2 $3M

Buchanan Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$290K
Employer EIN680413590
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Buchanan Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Buchanan Advisors, Inc. 401(k) Plan, Total assets ($B): 0.002641413 · Participants: 2Buchanan Advisors, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Buchanan Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Buchanan Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Buchanan Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Journalistic, Inc. 401(k) Retirement Plan in NC ($3M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Buchanan Advisors, Inc. 401(k) Plan assets move in 2024? ▼
Buchanan Advisors, Inc. 401(k) Plan pulled back noticeably - down 9.9% during 2024, from $3M to $3M. Reported net income was -$290K.
How have Buchanan Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buchanan Advisors, Inc.'s sponsor-wide assets declined 40.4%, from $4M to $3M.
Which 401(k) plans are similar in size to Buchanan Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Journalistic, Inc. 401(k) Retirement Plan in NC ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Buchanan Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 680413590.

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.