ESOP · DOL Form 5500 · 2023

Richard L. Bowen & Associates, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
43
Participants Small participant base
47th
Percentile by assets National rank
$135,451
Avg per participant Near avg balance/head
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Official DOL plan name: Bowen & Associates Employee Stock Ownership Plan · Sponsored by Richard L. Bowen & Associates, Inc. · Ohio · Professional & Technical Services

$6M in assets, 43 participants

Richard L. Bowen & Associates, Inc.'s Bowen & Associates Employee Stock Ownership Plan reported $6M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,228 in Professional & Technical Services (20,321 peers)

2023 asset change

Bowen & Associates Employee Stock Ownership Plan pulled back noticeably 13.4% in 2023 ($7M → $6M) for 43 participants.

#9,228
in Professional & Technical Services (20,321 peers)
-13.4%
assets change YoY

The plan reported a net loss of $677K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bowen & Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bowen & Associates Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,824,382 47th percentile higher than 47% 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

Bowen & Associates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bowen & Associates Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bowen & Associates Employee Stock Ownership Plan reported net income fell from $62K in the plan year 2022 filing to -$677K in the plan year 2023 filing.
  • Bowen & Associates Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bowen & Associates Employee Stock Ownership Plan reported participants fell from 48 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341156989 · Richard L. Bowen & Associates, Inc. PY 2023 · ESOP

Bowen & Associates Employee Stock Ownership Plan · $6M · 43 · 47th

  • EOY $6M
  • 5500 43
  • ASSETS 47th
  • PCT ESOP
  • EIN near Easling Construction Company, Inc Employee Stock Ownership Plan
  • RANK ind #9228

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 What is an ESOP? → · Plans in Ohio →

Bowen & Associates Employee Stock Ownership Plan in the asset neighbourhood

Bowen & Associates Employee Stock Ownership PlanBowen & Associates Employee …$6MEasling Construction Company, Inc Employee Stock Ownership PlanEasling Construction Company…$6MMid-Atlantic Cooperative Solutions, Inc. Employee Stock Ownership PlanMid-Atlantic Cooperative Sol…$6MForesight Bank Employee Stock Ownership PlanForesight Bank Employee Stoc…$6MRrm Design Group, Inc. Employee Stock Ownership PlanRrm Design Group, Inc. Emplo…$6M
End-of-year total assets ($M) among Bowen & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Richard L. Bowen & Associates, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Richard L. Bowen & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 4.72050892013565% vs 2022
2024 filing year
$11.8M$12M$12.2M$12.4M$12.6M$12.8M 202220232024 $12M $12.6M ▲ +4.8%
Year Plans Participants Total Assets
2022 2 100 $12M
2023 2 91 $12M
2024 2 98 $13M

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$677K
Employer EIN341156989
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Bowen & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Bowen & Associates Employee Stock Ownership Plan, Total assets ($B): 0.005824382 · Participants: 43Bowen & Associates Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Bowen & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Bowen & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Bowen & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Easling Construction Company, Inc Employee Stock Ownership Plan in MI ($6M); by covered participants it is Unison Solutions, Inc. Employee Stock Ownership Plan in IA (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Bowen & Associates Employee Stock Ownership Plan assets move in 2023? ▼
Bowen & Associates Employee Stock Ownership Plan pulled back noticeably - down 13.4% during 2023, from $7M to $6M. Reported net income was -$677K.
How have Richard L. Bowen & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard L. Bowen & Associates, Inc.'s sponsor-wide assets grew 4.7%, from $12M to $13M.
Which ESOP plans are similar in size to Bowen & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Easling Construction Company, Inc Employee Stock Ownership Plan in MI ($6M, 70 participants).
Which ESOP plans cover a similar participant headcount to Bowen & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Unison Solutions, Inc. Employee Stock Ownership Plan in IA (43 participants, $12M 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 341156989.

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.