Filings through .
Buckingham Asset Management
Matched across 39 name variants in the filings
Buckingham Asset Management summary
Buckingham Asset Management appears on 86 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $91.6B in assets for 342,918 participants. The median client plan holds $118M. Most client plans are sponsored in CA, HI and PA. The largest clients by plan assets are United Airlines, Inc., Delta Air Lines, Inc. and The Charles Schwab Corporation. Plans reported $3.5M in direct and indirect compensation paid to Buckingham Asset Management. The median is $20K per plan.
- Participants
- 342,918
- Median plan assets
- $118M
- Median plan participants
- 1,591
- Median fees per plan
- $20K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| United Airlines, Inc. | IL | $19.4B | 21,233 |
| Delta Air Lines, Inc. | GA | $18.3B | 17,720 |
| The Charles Schwab Corporation | TX | $10.7B | 44,603 |
| HDR, Inc. | NE | $8.8B | 17,345 |
| Intuit Inc. | CA | $4.2B | 41,891 |
| Netjets Aviation, Inc. | OH | $2.9B | 4,711 |
| Sidley Austin LLP | IL | $2.2B | 6,247 |
| Andersen Corporation | MN | $1.7B | 19,059 |
| Washington Permanente Medical Group, P.C. | WA | $1.7B | 2,252 |
| Marvell Semiconductor, Inc. | CA | $1.6B | 5,628 |
| Nuvance Health, plan 003 | CT | $1.5B | 13,237 |
| Wilson Sonsini Goodrich & Rosati, PC | CA | $1.2B | 3,166 |
| Gilbane Inc. | RI | $1.1B | 5,219 |
| Scripps Clinic Medical Group, Inc. | CA | $1.1B | 1,345 |
| Children's Hospital Los Angeles | CA | $933M | 11,342 |
| Faegre Drinker Biddle & Reath LLP | MN | $861M | 1,933 |
| Davis Wright Tremaine LLP | WA | $827M | 2,180 |
| Bradley Arant Boult Cummings LLP | AL | $808M | 1,666 |
| Nuvance Health, plan 002 | CT | $796M | 4,812 |
| Federated Hermes, Inc. | PA | $770M | 1,938 |
| East West Bank | CA | $729M | 4,204 |
| Baker Donelson Bearman Caldwell & Berkowitz P.C. | TN | $722M | 1,845 |
| Board of Trustees, Hawaii Carpenters Financial | HI | $721M | 7,426 |
| Nintendo of America Inc. | WA | $664M | 2,699 |
| Ssi (U.S.) Inc. Dba Spencer Stuart | IL | $633M | 1,493 |
- United Airlines, Inc.$19.4BILParticipants 21,233
- Delta Air Lines, Inc.$18.3BGAParticipants 17,720
- TXParticipants 44,603
- HDR, Inc.$8.8BNEParticipants 17,345
- Intuit Inc.$4.2BCAParticipants 41,891
- OHParticipants 4,711
- Sidley Austin LLP$2.2BILParticipants 6,247
- Andersen Corporation$1.7BMNParticipants 19,059
- WAParticipants 2,252
- CAParticipants 5,628
- CTParticipants 13,237
- CAParticipants 3,166
- Gilbane Inc.$1.1BRIParticipants 5,219
- CAParticipants 1,345
- CAParticipants 11,342
- MNParticipants 1,933
- WAParticipants 2,180
- ALParticipants 1,666
- CTParticipants 4,812
- PAParticipants 1,938
- East West Bank$729MCAParticipants 4,204
- TNParticipants 1,845
- HIParticipants 7,426
- WAParticipants 2,699
- ILParticipants 1,493
Top client states
- CA14 plans
- HI11 plans
- PA8 plans
- TX6 plans
- GA5 plans
Frequently asked questions
- Who uses Buckingham Asset Management?
- 86 retirement plans list Buckingham Asset Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Airlines, Inc., Delta Air Lines, Inc., The Charles Schwab Corporation, HDR, Inc. and Intuit Inc.. Most client plans are sponsored in CA, HI and PA.
- How many plans does Buckingham Asset Management serve?
- Buckingham Asset Management serves 86 retirement plans with $91.6B in plan assets and 342,918 participants, based on the latest Form 5500 filings through 2024.
- What does Buckingham Asset Management charge?
- Plans reported $3.5M in total Schedule C compensation paid to Buckingham Asset Management. The median plan paid $20K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served86+57 YoYRank #409 of mapped providers
Assets under administration$91.6B0.0%Rank #959 by share of filed assets
Fees received$3MMedian $20,269/planSum across Schedule C direct + indirect
Net wins YoY+1420 won - 6 lostPlan-level switch detection
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