401(k) · DOL Form 5500 · 2022

James W. Fowler Co. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
168
Participants Small participant base
70th
Percentile by assets National rank
$76,094
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James W. Fowler Co. 401(k) Profit Sharing Plan · Sponsored by James W. Fowler Co. · Oregon · Construction

$13M in assets, 168 participants

James W. Fowler Co.'s James W. Fowler Co. 401(k) Profit Sharing Plan reported $13M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,883 in Construction (9,927 peers)

Coverage in Oregon

James W. Fowler Co. 401(k) Profit Sharing Plan covers 168 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $13M.

#6,883
in Construction (9,927 peers)
-13.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James W. Fowler Co. 401(k) Profit Sharing Plan's outsized position by total assets

James W. Fowler Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,783,849 Top 30% higher than 70% 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

James W. Fowler Co. 401(k) Profit Sharing 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. James W. Fowler Co. 401(k) Profit Sharing Plan sits mid-pack in the medium band (168 participants).

DOL schedule card

Filing strip 930677813 · James W. Fowler Co. PY 2022 · 401(k)

James W. Fowler Co. 401(k) Profit Sharing Plan · $13M · 168 · 70th

  • PCT $13M
  • PCT 168
  • PCT 70th
  • PCT 401(k)
  • PCT near Ortho Kentucky, PLLC Profit Sharing Plan
  • PCT ind #6883

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 Oregon →

James W. Fowler Co. 401(k) Profit Sharing Plan in the asset neighbourhood

James W. Fowler Co. 401(k) Profit Sharing PlanJames W. Fowler Co. 401(k) P…$13MOrtho Kentucky, PLLC Profit Sharing PlanOrtho Kentucky, PLLC Profit …$13MJerry Leigh of California, Inc. 401(k) Profit Sharing PlanJerry Leigh of California, I…$13MMcg Architects 401(k) Plan$13MMaui Oil Co, Inc 401(k) Profit Sharing PlanMaui Oil Co, Inc 401(k) Prof…$13M
End-of-year total assets ($M) among James W. Fowler Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN930677813
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James W. Fowler Co.)

Sponsor-wide plan assets over time

All James W. Fowler Co. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 36.92708667006314% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.8M $17.5M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 168 $13M
2023 1 190 $16M
2024 1 172 $18M

Nearby 401(k) Plans in Oregon

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

James W. Fowler Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants James W. Fowler Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.012783849 · Participants: 168James W. Fowler Co. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
James W. Fowler Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

James W. Fowler Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Ortho Kentucky, PLLC Profit Sharing Plan in KY ($13M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 James W. Fowler Co. 401(k) Profit Sharing Plan assets move in 2022?
James W. Fowler Co. 401(k) Profit Sharing Plan pulled back noticeably - down 13.5% during 2022, from $15M to $13M. Reported net income was -$2M.
How have James W. Fowler Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), James W. Fowler Co.'s sponsor-wide assets grew 36.9%, from $13M to $18M.
Which 401(k) plans are similar in size to James W. Fowler Co. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Ortho Kentucky, PLLC Profit Sharing Plan in KY ($13M, 28 participants).
Which 401(k) plans cover a similar participant headcount to James W. Fowler Co. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A in assets).