ESOP · DOL Form 5500 · 2022

Richard L. Bowen & Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
48
Participants Small participant base
57th
Percentile by assets National rank
$140,148
Avg per participant Near avg balance/head
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Official DOL plan name: Bowen & Associates Employee Stock Ownership Plan · Sponsored by Richard L. Bowen & Associates, Inc. · Ohio · Professional & Technical Services

$7M in assets, 48 participants

Richard L. Bowen & Associates, Inc.'s Bowen & Associates Employee Stock Ownership Plan reported $7M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,819 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Bowen & Associates Employee Stock Ownership Plan holds $7M for 48 participants - about $140,148 per participant, above the median plan by assets.

#11,819
in Professional & Technical Services (21,562 peers)
-2.2%
assets change YoY

Bowen & Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bowen & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$6,727,090 Top 43% higher than 57% 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

Bowen & Associates Employee Stock Ownership 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. Bowen & Associates Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 341156989 · Richard L. Bowen & Associates, Inc. PY 2022 · ESOP

Bowen & Associates Employee Stock Ownership Plan · $7M · 48 · 57th

  • EBSA $7M
  • PART 48
  • TYPE 57th
  • NET ESOP
  • BOOK near Page Southerland Page, Inc Employee Stock Ownership Plan
  • VS-ST ind #11819

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 What is an ESOP? → · Plans in Ohio →

Bowen & Associates Employee Stock Ownership Plan in the asset neighbourhood

Bowen & Associates Employee Stock Ownership PlanBowen & Associates Employee …$7MPage Southerland Page, Inc Employee Stock Ownership PlanPage Southerland Page, Inc E…$7MTotal Truck Parts, Inc. Employee Stock Ownership PlanTotal Truck Parts, Inc. Empl…$7MD & D Roofing and Sheet Metal, Inc. Employee Stock Ownership PlanD & D Roofing and Sheet Meta…$7MFood City Holdings, Inc. Employee Stock Ownership PlanFood City Holdings, Inc. Emp…$7M
End-of-year total assets ($M) among Bowen & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income$62K
Employer EIN341156989
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard L. Bowen & Associates, Inc.)

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

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Bowen & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Bowen & Associates Employee Stock Ownership Plan, Total assets ($B): 0.00672709 · Participants: 48Bowen & Associates Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Bowen & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Bowen & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Bowen & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Page Southerland Page, Inc Employee Stock Ownership Plan in TX ($7M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

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 Bowen & Associates Employee Stock Ownership Plan assets move in 2022? ▼
Bowen & Associates Employee Stock Ownership Plan edged down modestly - down 2.2% during 2022, from $7M to $7M. Reported net income was $62K.
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 ESOP plans are similar in size to Bowen & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Page Southerland Page, Inc Employee Stock Ownership Plan in TX ($7M, 683 participants).
Which ESOP plans cover a similar participant headcount to Bowen & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341156989.

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.