Plan Ledger DOL Form 5500 · updated monthly

The Buckle, Inc.401(k)

BUCKLE 401(K) PLAN · KEARNEY, NE · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

The Buckle, Inc. reported $330,293 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $1,007 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.19% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 37th-largest of 565 plans among Nebraska employers on file, and the 215th of 5,215 in retail trade. In 2024, employees put in $3.17 for every $1.00 the employer contributed; active participation has grown from 2,351 to 2,783 since 2022.

Plan summary
Net assets, end of year$201,146,082
Participants with balances3,422
Active participants2,783
Employer contributions$2,803,192
Employee contributions$8,889,143
Employer contribution per active participant$1,007
Average account balance$58,780
Benefits paid to participants$14,293,003
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$201.1M · 3,422 accts · $2.8M emplr
2023$178.3M · 3,295 accts · $2.7M emplr
2022$148.7M · 3,010 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$330,293
Total administrative$330,293
The The Buckle, Inc. 401(k) match · 2024
Employer contribution per active participant$1,007
Median for plans this size$3,635
2024$1,007 per active participant
2023$1,036 per active participant
2022$1,121 per active participant

The Buckle, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$241,430
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$88,863

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$330,293 · 0.17%
2023$350,036 · 0.21%
2022$301,674 · 0.19%
Same employer
Similar plansRetail Trade · Nebraska
Otc Brands, Inc. NE$105.4M · 0.05%
Woodhouse Ford, Inc. NE$95.7M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470366193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.