401(k) · DOL Form 5500 · 2024

Bullis School Inc Dba Bullis School 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
223
Participants Below avg headcount
83rd
Percentile by assets National rank
$201,030
Avg per participant Above avg balance/head
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Official DOL plan name: Bullis School 401(k) Plan · Sponsored by Bullis School Inc Dba Bullis School · Maryland · Educational Services

$45M in assets, 223 participants

Bullis School Inc Dba Bullis School's Bullis School 401(k) Plan reported $45M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,537 in Educational Services (3,638 peers)

Coverage in Maryland

Bullis School 401(k) Plan covers 223 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $45M.

#2,537
in Educational Services (3,638 peers)
+9.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bullis School 401(k) Plan's outsized position by total assets

Bullis School 401(k) Plan vs every filed plan by assets

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

$44,829,703 Top 17% higher than 83% 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

Bullis School 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. Bullis School 401(k) Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bullis School 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bullis School 401(k) Plan reported participants fell from 252 in the plan year 2023 filing to 223 in the plan year 2024 filing.
  • Bullis School 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 520635080 · Bullis School Inc Dba Bullis School PY 2024 · 401(k)

Bullis School 401(k) Plan · $45M · 223 · 83rd

  • TYPE $45M
  • TYPE 223
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near Workers Federal Credit Union 401(k) Retirement Plan
  • TYPE ind #2537

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 Educational Services retirement plans → · Plans in Maryland →

Bullis School 401(k) Plan in the asset neighbourhood

Community Care Partners Retirement Savings PlanCommunity Care Partners Reti…$45MBullis School 401(k) Plan$45MWorkers Federal Credit Union 401(k) Retirement PlanWorkers Federal Credit Union…$45MApex Analytix 401(k) Profit Sharing PlanApex Analytix 401(k) Profit …$45MSpringbrook Employees 401(k) PlanSpringbrook Employees 401(k)…$45M
End-of-year total assets ($M) among Bullis School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$45M
Net Income$4M
Employer EIN520635080
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bullis School Inc Dba Bullis School)

Sponsor-wide plan assets over time

All Bullis School Inc Dba Bullis School plans reported in each filing year

Latest sponsor-wide plan assets
$45M 29.03172632842899% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.7M $44.8M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 226 $35M
2023 1 252 $41M
2024 1 223 $45M

Nearby 401(k) Plans in Maryland

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

Bullis School 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bullis School 401(k) Plan, Total assets ($B): 0.044829703 · Participants: 223Bullis School 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Bullis School 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Bullis School 401(k) Plan side-by-side with 3 peers →

Bullis School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Workers Federal Credit Union 401(k) Retirement Plan in MA ($45M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Bullis School 401(k) Plan assets move in 2024? ▼
Bullis School 401(k) Plan grew at a solid clip - up 9.0% during 2024, from $41M to $45M. Reported net income was $4M.
How have Bullis School Inc Dba Bullis School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bullis School Inc Dba Bullis School's sponsor-wide assets grew 29.0%, from $35M to $45M.
Where does Bullis School 401(k) Plan rank by assets among Form 5500 filers? ▼
Bullis School 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bullis School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workers Federal Credit Union 401(k) Retirement Plan in MA ($45M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Bullis School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adaptimmune LLC Retirement Plan in PA (223 participants, $28M 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 520635080.

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.