401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,192
Participants Near avg headcount
72nd
Percentile by assets National rank
$16,512
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

$20M in assets, 1,192 participants

W.E. Bowers and Associates, Inc.'s W.E. Bowers & Associates Union Retirement Plan reported $20M in total assets and 1,192 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,417 in Construction (9,030 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 $20M / 1,192 participants.

#6,417
in Construction (9,030 peers)
+17.5%
assets growth YoY

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 2023 · DOL Form 5500

$19,681,712 Top 28% higher than 72% of 127,068 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 2023

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

Plan-year 2023 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 (1,192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.E. Bowers & Associates Union Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • W.E. Bowers & Associates Union Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • W.E. Bowers & Associates Union Retirement Plan reported participants fell from 1,225 in the plan year 2022 filing to 1,192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521339598 · W.E. Bowers and Associates, Inc. PY 2023 · 401(k)

W.E. Bowers & Associates Union Retirement Plan · $20M · 1,192 · 72nd

  • IND $20M
  • IND 1,192
  • IND 72nd
  • IND 401(k)
  • IND near Sequoia Equities 401(k) Plan
  • IND ind #6417

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…$20MSequoia Equities 401(k) Plan$20MContinental Currency Services, Inc. 401(k) Retirement PlanContinental Currency Service…$20MLovelace Scientific Resources 401(k) PlanLovelace Scientific Resource…$20MFederation Employees' Retirement Savings PlanFederation Employees' Retire…$20M
End-of-year total assets ($M) among W.E. Bowers & Associates Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants W.E. Bowers & Associates Union Retirement Plan, Total assets ($B): 0.019681712 · Participants: 1192W.E. Bowers & Associates Union Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 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
Compare W.E. Bowers & Associates Union Retirement Plan side-by-side with 3 peers →

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 Sequoia Equities 401(k) Plan in CA ($20M); by covered participants it is Chesapeake Energy Corporation Savings and Incentive Stock Bonus Plan in OK (1,192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,192 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
W.E. Bowers & Associates Union Retirement Plan grew sharply - up 17.5% during 2023, from $17M to $20M. Reported net income was $3M.
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 Sequoia Equities 401(k) Plan in CA ($20M, 402 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 Chesapeake Energy Corporation Savings and Incentive Stock Bonus Plan in OK (1,192 participants, $572M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521339598.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.