401(k) · DOL Form 5500 · 2022

Richard L. Bowen & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
52
Participants Small participant base
52nd
Percentile by assets National rank
$101,266
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Richard L. Bowen & Associates, Inc. · Ohio · Professional & Technical Services

$5M in assets, 52 participants

Richard L. Bowen & Associates, Inc.'s Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,667 in Professional & Technical Services (21,562 peers)

2022 asset change

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan declined sharply 17.2% in 2022 ($6M → $5M) for 52 participants.

#10,667
in Professional & Technical Services (21,562 peers)
-17.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,265,833 Top 48% higher than 52% of 139,123 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 2022

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 341156989 · Richard L. Bowen & Associates, Inc. PY 2022 · 401(k)

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan · $5M · 52 · 52nd

  • SCH $5M
  • EBSA 52
  • PART 52nd
  • TYPE 401(k)
  • NET near Hall Hospitality Group LLC 401(k) Plan
  • BOOK ind #10667

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing PlanRichard L. Bowen & Associate…$5MHall Hospitality Group LLC 401(k) PlanHall Hospitality Group LLC 4…$5MCatalysis LLC 401(k) Profit Sharing Plan & TrustCatalysis LLC 401(k) Profit …$5MCortica Behavioral Health 401(k) Profit Sharing Plan TrustCortica Behavioral Health 40…$5MOcean Associates, Inc. 401(k) PlanOcean Associates, Inc. 401(k…$5M
End-of-year total assets ($M) among Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Richard L. Bowen & Associates, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Richard L. Bowen & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 4.72050892013565% vs 2022
2024 filing year
$11.8M$12M$12.2M$12.4M$12.6M$12.8M 202220232024 $12M $12.6M ▲ +4.8%
Year Plans Participants Total Assets
2022 2 100 $12M
2023 2 91 $12M
2024 2 98 $13M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN341156989
Plan Effective Date1971-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005265833 · Participants: 52Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hall Hospitality Group LLC 401(k) Plan in SC ($5M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022?
Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.2% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Richard L. Bowen & Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Richard L. Bowen & Associates, Inc.'s sponsor-wide assets grew 4.7%, from $12M to $13M.
Which 401(k) plans are similar in size to Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Hall Hospitality Group LLC 401(k) Plan in SC ($5M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Maserati North America, Inc. 401(k) Plan in MI (52 participants, N/A in assets).