401(k) · DOL Form 5500 · 2022
Capps, Bowman, Padgett & Associates Dba Bowman, Padgett & Associates 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $75,857
- Avg per participant Below avg balance/head
Official DOL plan name: Bowman Padgett & Associates 401(k) Plan · Sponsored by Capps, Bowman, Padgett & Associates Dba Bowman, Padgett & Associates · North Carolina · Healthcare & Social Assistance
$2M in assets, 21 participants
Capps, Bowman, Padgett & Associates Dba Bowman, Padgett & Associates's Bowman Padgett & Associates 401(k) Plan reported $2M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #6,032 in Healthcare & Social Assistance (20,060 peers)
Capps, Bowman, Padgett & Associates Dba Bowman, Padgett & Associates multi-year trail
Capps, Bowman, Padgett & Associates Dba Bowman, Padgett & Associates's plans moved -95.1% in assets from 2022 to 2023; this filing shows Bowman Padgett & Associates 401(k) Plan at $2M / 21 participants.
- #6,032
- in Healthcare & Social Assistance (20,060 peers)
- -38.6%
- 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.
Bowman Padgett & Associates 401(k) Plan among the smaller filed plans by assets
Bowman Padgett & Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,593,003 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bowman Padgett & Associates 401(k) 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. Bowman Padgett & Associates 401(k) Plan is a small filing (21 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 561765132 · Capps, Bowman, Padgett & Associates Dba Bowman, Padgett & Associates PY 2022 · 401(k)
Bowman Padgett & Associates 401(k) Plan · $2M · 21 · 30th
- EOY $2M
- 5500 21
- ASSETS 30th
- PCT 401(k)
- EIN near Parks Manufacturing, LLC 401(k) Profit Sharing Plan
- RANK ind #6032
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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Bowman Padgett & Associates 401(k) Plan in the asset neighbourhood
Capps, Bowman, Padgett & Associates Dba Bowman, Padgett & Associates multi-year asset trail
Sponsor-wide plan assets over time
All Capps, Bowman, Padgett & Associates Dba Bowman, Padgett & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $79K 95.0570714556093% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $2M |
| 2023 | 1 | 26 | $79K |
Capps, Bowman, Padgett & Associates Dba Bowman, Padgett & Associates filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$1M |
| Employer EIN | 561765132 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Bowman Padgett & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Parks Manufacturing, LLC 401(k) Profit Sharing Plan in OK ($2M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.
- Aj's Recycling Services, Inc. 401(k) Plan (MI) 21 · 0 off
- Makerite Manufacturing Co., Inc. Savings & Retirement Plan (IL) 21 · 0 off
- Monster Games, Inc. 401(k) Plan (MN) 21 · 0 off
- Dog House Ventures, Inc. 401(k) Plan (DE) 21 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.