401(k) · DOL Form 5500 · 2024

Bucky's Storage Castle Rock, Inc. 401(k) Plan

Data updated 2026-08-25

$527K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$263,578
Avg per participant High balance/head
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Official DOL plan name: Bucky's Storage Castle Rock, Inc. 401(k) Plan · Sponsored by Bucky's Storage Castle Rock, Inc. · Wisconsin · Transportation & Warehousing

$527K in assets, 2 participants

Bucky's Storage Castle Rock, Inc.'s Bucky's Storage Castle Rock, Inc. 401(k) Plan reported $527K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #628 in Transportation & Warehousing (3,299 peers)

Bucky's Storage Castle Rock, Inc. multi-year trail

Bucky's Storage Castle Rock, Inc.'s plans moved +12.0% in assets from 2022 to 2024; this filing shows Bucky's Storage Castle Rock, Inc. 401(k) Plan at $527K / 2 participants.

#628
in Transportation & Warehousing (3,299 peers)
+3.8%
assets growth YoY

Bucky's Storage Castle Rock, Inc. 401(k) Plan among the smaller filed plans by assets

Bucky's Storage Castle Rock, Inc. 401(k) Plan vs every filed plan by assets

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

$527,156 18th percentile higher than 18% 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

Bucky's Storage Castle Rock, 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. Bucky's Storage Castle Rock, 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

  • Bucky's Storage Castle Rock, Inc. 401(k) Plan reported net income rose from -$12K in the plan year 2023 filing to $20K in the plan year 2024 filing.
  • Bucky's Storage Castle Rock, Inc. 401(k) Plan end-of-year assets rose from $508K in the plan year 2023 filing to $527K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 812702832 · Bucky's Storage Castle Rock, Inc. PY 2024 · 401(k)

Bucky's Storage Castle Rock, Inc. 401(k) Plan · $527K · 2 · 18th

  • TYPE $527K
  • NET 2
  • BOOK 18th
  • VS-ST 401(k)
  • BOY near Export Trade of America Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #628

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Bucky's Storage Castle Rock, Inc. 401(k) Plan in the asset neighbourhood

Bucky's Storage Castle Rock, Inc. 401(k) PlanBucky's Storage Castle Rock,…$527KExport Trade of America Inc 401(k) Profit Sharing Plan & TrustExport Trade of America Inc …$527KNaia Natural Products LLC 401(k) Profit Sharing Plan & TrustNaia Natural Products LLC 40…$527KPerkiomen View Hotel, Inc. 401(k) Profit Sharing PlanPerkiomen View Hotel, Inc. 4…$527KNexsentio Inc 401(k) Profit Sharing Plan & TrustNexsentio Inc 401(k) Profit …$527K
End-of-year total assets ($M) among Bucky's Storage Castle Rock, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bucky's Storage Castle Rock, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bucky's Storage Castle Rock, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$527K 12.003331484869152% vs 2022
2024 filing year
$0.46M$0.48M$0.5M$0.52M$0.54M 202220232024 $0.47M $0.53M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 2 $471K
2023 1 2 $508K
2024 1 2 $527K

Bucky's Storage Castle Rock, Inc. filing trail (2024)

Total Assets (Beginning of Year)$508K
Net Assets (End of Year)$527K
Net Income$20K
Employer EIN812702832
Plan Effective Date2016-05-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Bucky's Storage Castle Rock, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bucky's Storage Castle Rock, Inc. 401(k) Plan, Total assets ($B): 0.000527156 · Participants: 2Bucky's Storage Castle Rock, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Bucky's Storage Castle Rock, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bucky's Storage Castle Rock, Inc. 401(k) Plan side-by-side with 3 peers →

Bucky's Storage Castle Rock, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Export Trade of America Inc 401(k) Profit Sharing Plan & Trust in NY ($527K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

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 Bucky's Storage Castle Rock, Inc. 401(k) Plan assets move in 2024? ▼
Bucky's Storage Castle Rock, Inc. 401(k) Plan edged up modestly - up 3.8% during 2024, from $508K to $527K. Reported net income was $20K.
How have Bucky's Storage Castle Rock, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bucky's Storage Castle Rock, Inc.'s sponsor-wide assets grew 12.0%, from $471K to $527K.
Where does Bucky's Storage Castle Rock, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bucky's Storage Castle Rock, Inc. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bucky's Storage Castle Rock, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Export Trade of America Inc 401(k) Profit Sharing Plan & Trust in NY ($527K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Bucky's Storage Castle Rock, 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 812702832.

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.