Other · DOL Form 5500 · 2022

The Bower Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
44th
Percentile by assets National rank
$901,154
Avg per participant High balance/head
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Official DOL plan name: The Bower Foundation, Inc. Retirement Plan · Sponsored by The Bower Foundation, Inc. · Mississippi · Other Services

$4M in assets, 4 participants

The Bower Foundation, Inc.'s The Bower Foundation, Inc. Retirement Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,455 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, The Bower Foundation, Inc. Retirement Plan ranks #5,455 of 8,398 2022 filers by assets (557% of the sector average)-$4M for 4 participants.

#5,455
in Other Services (8,398 peers)
-13.6%
assets change YoY

The plan reported a net loss of $570K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Bower Foundation, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

The Bower Foundation, Inc. Retirement Plan vs every filed plan by assets

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

$3,604,614 44th percentile higher than 44% 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

The Bower Foundation, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bower Foundation, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 640540635 · The Bower Foundation, Inc. PY 2022 · Other

The Bower Foundation, Inc. Retirement Plan · $4M · 4 · 44th

  • NET $4M
  • BOOK 4
  • VS-ST 44th
  • BOY Other
  • SCH near Communihealth 403(b) Retirement Plan
  • EBSA ind #5455

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 Other Services retirement plans → · Plans in Mississippi →

The Bower Foundation, Inc. Retirement Plan in the asset neighbourhood

Communihealth 403(b) Retirement PlanCommunihealth 403(b) Retirem…$4MFinger Lakes Area Counseling and Recovery Agency 403(b) PlanFinger Lakes Area Counseling…$4MVanderheyden Hall Employee 403(b) PlanVanderheyden Hall Employee 4…$4MThe Bower Foundation, Inc. Retirement PlanThe Bower Foundation, Inc. R…$4MCaldwell Medical Center Inc. Tax Deferred Annuity PlanCaldwell Medical Center Inc.…$4M
End-of-year total assets ($M) among The Bower Foundation, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$570K
Employer EIN640540635
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bower Foundation, Inc.)

Sponsor-wide plan assets over time

All The Bower Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.43257058869549% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.6M $4.52M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 4 $5M

Nearby Other Plans in Mississippi

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

The Bower Foundation, Inc. Retirement Plan vs. nearby Other plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants The Bower Foundation, Inc. Retirement Plan, Total assets ($M): 3.604614 · Participants: 4The Bower Foundation, Inc. Retirement PlanNorth Mississippi Health Services 403(b) Plan, Total assets ($M): 340.09792 · Participants: 7169North Mississippi Health Services 403(b) PlanMississippi Methodist Hospital and Rehabilitation Center Retirement Plan, Total assets ($M): 46.925614 · Participants: 711Mississippi Methodist Hospital and Rehabilitation Center Retirement PlanKing's Daughters Medical Center Retirement Plan, Total assets ($M): 36.51949 · Participants: 702King's Daughters Medical Center Retirement PlanAnderson Regional Medical Center 403(b) Plan, Total assets ($M): 28.87092 · Participants: 1475Anderson Regional Medical Center 403(b) PlanMadison Ridgeland Academy 403(b) DC Plan, Total assets ($M): 11.196619 · Participants: 206Madison Ridgeland Academy 403(b) DC Plan
The Bower Foundation, Inc. Retirement Plan vs. nearby Other plans in Mississippi, assets vs. participants

The Bower Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Mississippi, the nearest Other by assets is Communihealth 403(b) Retirement Plan in LA ($4M); by covered participants it is Good of All in DC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Bower Foundation, Inc. Retirement Plan assets move in 2022?
The Bower Foundation, Inc. Retirement Plan pulled back noticeably - down 13.6% during 2022, from $4M to $4M. Reported net income was -$570K.
How have The Bower Foundation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Bower Foundation, Inc.'s sponsor-wide assets grew 25.4%, from $4M to $5M.
Which Other plans are similar in size to The Bower Foundation, Inc. Retirement Plan?
Among Other plans in other states, the closest by assets is Communihealth 403(b) Retirement Plan in LA ($4M, 155 participants).
Which Other plans cover a similar participant headcount to The Bower Foundation, Inc. Retirement Plan?
Among Other plans in other states, the closest by covered participants is Good of All in DC (4 participants, $261K in assets).