401(k) · DOL Form 5500 · 2022

W.E. Bowers and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,225
Participants Near avg headcount
74th
Percentile by assets National rank
$13,676
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: W.E. Bowers & Associates Union Retirement Plan · Sponsored by W.E. Bowers and Associates, Inc. · Maryland · Construction

$17M in assets, 1,225 participants

W.E. Bowers and Associates, Inc.'s W.E. Bowers & Associates Union Retirement Plan reported $17M in total assets and 1,225 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,361 in Construction (9,927 peers)

W.E. Bowers and Associates, Inc. multi-year trail

W.E. Bowers and Associates, Inc.'s plans moved +39.7% in assets from 2022 to 2024; this filing shows W.E. Bowers & Associates Union Retirement Plan at $17M / 1,225 participants.

#7,361
in Construction (9,927 peers)
-6.7%
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.

W.E. Bowers & Associates Union Retirement Plan's outsized position by total assets

W.E. Bowers & Associates Union Retirement Plan vs every filed plan by assets

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

$16,753,458 Top 26% higher than 74% 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

W.E. Bowers & Associates Union Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.E. Bowers & Associates Union Retirement Plan lands in the large band (1,225 participants).

Form 5500 schedule snapshot

Filing strip 521339598 · W.E. Bowers and Associates, Inc. PY 2022 · 401(k)

W.E. Bowers & Associates Union Retirement Plan · $17M · 1,225 · 74th

  • PHOTO $17M
  • PHOTO 1,225
  • PHOTO 74th
  • PHOTO 401(k)
  • PHOTO near Abzena 401(k) Plan
  • PHOTO ind #7361

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 Construction retirement plans → · Plans in Maryland →

W.E. Bowers & Associates Union Retirement Plan in the asset neighbourhood

W.E. Bowers & Associates Union Retirement PlanW.E. Bowers & Associates Uni…$17MAbzena 401(k) Plan$17MPrecision Roll Grinders Savings & Investment PlanPrecision Roll Grinders Savi…$17MPuris, LLC 401(k) Plan$17MWhitehouse Post Productions, LLC 401(k) PlanWhitehouse Post Productions,…$17M
End-of-year total assets ($M) among W.E. Bowers & Associates Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

W.E. Bowers and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W.E. Bowers and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 39.72048973112111% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.9M $51.6M ▲ +39.7%
Year Plans Participants Total Assets
2022 2 1,387 $37M
2023 2 1,345 $45M
2024 2 1,229 $52M

W.E. Bowers and Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN521339598
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

W.E. Bowers & Associates Union Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants W.E. Bowers & Associates Union Retirement Plan, Total assets ($B): 0.016753458 · Participants: 1225W.E. Bowers & Associates Union Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
W.E. Bowers & Associates Union Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

W.E. Bowers & Associates Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Abzena 401(k) Plan in CA ($17M); by covered participants it is Berry Petroleum Company, LLC 401(k) Plan in CA (1,225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,225 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 W.E. Bowers & Associates Union Retirement Plan assets move in 2022?
W.E. Bowers & Associates Union Retirement Plan pulled back noticeably - down 6.7% during 2022, from $18M to $17M. Reported net income was -$1M.
How have W.E. Bowers and Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), W.E. Bowers and Associates, Inc.'s sponsor-wide assets grew 39.7%, from $37M to $52M.
Which 401(k) plans are similar in size to W.E. Bowers & Associates Union Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Abzena 401(k) Plan in CA ($17M, 367 participants).
Which 401(k) plans cover a similar participant headcount to W.E. Bowers & Associates Union Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Berry Petroleum Company, LLC 401(k) Plan in CA (1,225 participants, $60M in assets).