Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Buckle
Buckle 401(k)
- BKE NYSE
- Retail trade
- Kearney, NE
- EIN 47-0366193
- 1 plan with Schedule H financials
- Plan year 2024
- The Buckle, Inc.
- SEC registrant Buckle Inc
Administrative expenses excluding investment management, per participant · Buckle 401(k) Plan · plan year 2024
$96.52
Higher than 52% of the 8,758 plans $50 to 250M that report it.
Source
= $330,293 / 3,422
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009113039NAL0015933074001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009113039NAL0015933074001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Cost and contributions
Administrative expenses per participant
$96.52
Higher than 34% of the 9,042 plans $50 to 250M that report it.
Source
= $330,293 / 3,422
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009113039NAL0015933074001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009113039NAL0015933074001, received 2025-10-09
Administrative expenses as a share of assets
0.164%
Higher than 59% of the 9,049 plans $50 to 250M that report it.
Source
= $330,293 / $201,234,945
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009113039NAL0015933074001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009113039NAL0015933074001, received 2025-10-09
Employer contributions per participant
$819
Higher than 8% of the 9,105 plans $50 to 250M that report it.
Source
= $2,803,192 / 3,422
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009113039NAL0015933074001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009113039NAL0015933074001, received 2025-10-09
Employer share of total contributions
22.7%
Higher than 27% of the 9,112 plans $50 to 250M that report it.
Source
= $2,803,192 / $12,332,907
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009113039NAL0015933074001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009113039NAL0015933074001, received 2025-10-09
Plan terms, as stated in The Buckle, Inc.'s SEC filings
Automatic enrollment
“The Plan provides for the automatic enrollment of eligible participants at a deferral rate of 3% of eligible pay, unless the participant affirmatively elects otherwise.”
Form 11-K filed 2026-06-25, for the year ended 2025-12-31 · plan description note, general · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009113039NAL0015933074001, received 2025-10-09
Full record, Buckle 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE BUCKLE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Plan name | BUCKLE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Sponsor EIN / plan number | 47-0366193 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Sponsor location | KEARNEY, NE | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Industry (business code) | 448140, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Participants, beginning of year | 3,562 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Active participants | 2,783 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Participants, end of year | 3,454 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Participants with an account balance | 3,422 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Total assets, beginning of year | $178,277,529 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Total assets, end of year | $201,234,945 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Net assets, end of year | $201,146,082 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Total income | $37,513,172 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Net income | $22,868,553 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Employer contributions | $2,803,192 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Participant contributions | $8,889,143 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $640,572 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Total contributions | $12,332,907 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Benefit payments | $14,293,003 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $14,644,619 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Total administrative expenses | $330,293 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Contract administrator fees | $330,293 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Administrative expenses excluding investment management | $330,293 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Held in common/collective trusts | $169,082,988 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Held in mutual funds | $6,648,654 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009113039NAL0015933074001, received 2025-10-09 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009113039NAL0015933074001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009113039NAL0015933074001, received 2025-10-09.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $241,430 | yes |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan | $88,863 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009113039NAL0015933074001, received 2025-10-09.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $178,277,529 | $201,234,945 | 12.9% |
| Participants with a balance | 3,295 | 3,422 | 3.9% |
| Administrative expenses | $350,036 | $330,293 | -5.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $2,726,335 | $2,803,192 | 2.8% |
Prior filing 20241015094323NAL0029163489001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: THE BUCKLE, INC.; SEC registrant: BUCKLE INC (CIK 885245, matched by EIN; display name from the Form 11-K cover).