401(k) · DOL Form 5500 · 2022

Bowman and Brooke LLP 401(k) Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
440
Participants Below avg headcount
95th
Percentile by assets National rank
$355,440
Avg per participant High balance/head
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Official DOL plan name: Bowman and Brooke LLP Retirement Savings Plan · Sponsored by Bowman and Brooke LLP · Minnesota · Professional & Technical Services

$156M in assets, 440 participants

Bowman and Brooke LLP's Bowman and Brooke LLP Retirement Savings Plan reported $156M in total assets and 440 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,672 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Bowman and Brooke LLP Retirement Savings Plan covers 440 participants in Minnesota, about 39% of the average Minnesota filer (state average ~1,126 per filing). Assets: $156M.

#20,672
in Professional & Technical Services (21,562 peers)
-24.6%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bowman and Brooke LLP Retirement Savings Plan's outsized position by total assets

Bowman and Brooke LLP Retirement Savings Plan vs every filed plan by assets

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

$156,393,469 Top 5% higher than 95% 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

Bowman and Brooke LLP Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bowman and Brooke LLP Retirement Savings Plan sits mid-pack in the medium band (440 participants).

EBSA filing schedule strip

Filing strip 411510639 · Bowman and Brooke LLP PY 2022 · 401(k)

Bowman and Brooke LLP Retirement Savings Plan · $156M · 440 · 95th

  • IND $156M
  • IND 440
  • IND 95th
  • IND 401(k)
  • IND near Employee Savings Plan of Koppers Inc and Subsidiaries
  • IND ind #20672

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 Minnesota →

Bowman and Brooke LLP Retirement Savings Plan in the asset neighbourhood

American Sugar Salary Savings and Investment PlanAmerican Sugar Salary Saving…$157MEmployee Savings Plan of Koppers Inc and SubsidiariesEmployee Savings Plan of Kop…$156MBowman and Brooke LLP Retirement Savings PlanBowman and Brooke LLP Retire…$156MHoriba Instruments Incorporated 401(k) PlanHoriba Instruments Incorpora…$156MW. B. Mason Company Retirement 401(k) Plan & TrustW. B. Mason Company Retireme…$156M
End-of-year total assets ($M) among Bowman and Brooke LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$207M
Net Assets (End of Year)$156M
Net Income-$51M
Employer EIN411510639
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bowman and Brooke LLP)

Sponsor-wide plan assets over time

All Bowman and Brooke LLP plans reported in each filing year

Latest sponsor-wide plan assets
$194M 24.222980180841184% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $156M $194M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 440 $156M
2023 1 368 $180M
2024 1 392 $194M

Nearby 401(k) Plans in Minnesota

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

Bowman and Brooke LLP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Bowman and Brooke LLP Retirement Savings Plan, Total assets ($B): 0.156393469 · Participants: 440Bowman and Brooke LLP Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Bowman and Brooke LLP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Bowman and Brooke LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Employee Savings Plan of Koppers Inc and Subsidiaries in PA ($156M); by covered participants it is Trimas Corporation Salaried Retirement Program in MI (440 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (440 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 Bowman and Brooke LLP Retirement Savings Plan assets move in 2022? ▼
Bowman and Brooke LLP Retirement Savings Plan declined sharply - down 24.6% during 2022, from $207M to $156M. Reported net income was -$51M.
How have Bowman and Brooke LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bowman and Brooke LLP's sponsor-wide assets grew 24.2%, from $156M to $194M.
Where does Bowman and Brooke LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bowman and Brooke LLP Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bowman and Brooke LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Savings Plan of Koppers Inc and Subsidiaries in PA ($156M, 1,020 participants).
Which 401(k) plans cover a similar participant headcount to Bowman and Brooke LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trimas Corporation Salaried Retirement Program in MI (440 participants, $91M in assets).