401(k) · DOL Form 5500 · 2023

Bowen & Kowalski LLP 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$513,446
Avg per participant High balance/head
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Official DOL plan name: Bowen & Kowalski, LLP 401(k) Profit Sharing Plan · Sponsored by Bowen & Kowalski LLP · Alabama · Healthcare & Social Assistance

$1M in assets, 2 participants

Bowen & Kowalski LLP's Bowen & Kowalski, LLP 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,497 in Healthcare & Social Assistance (17,684 peers)

Bowen & Kowalski LLP multi-year trail

Bowen & Kowalski LLP's plans moved +44.0% in assets from 2022 to 2024; this filing shows Bowen & Kowalski, LLP 401(k) Profit Sharing Plan at $1M / 2 participants.

#3,497
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY

Bowen & Kowalski, LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets

Bowen & Kowalski, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,026,892 24th percentile higher than 24% 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 & Kowalski, LLP 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bowen & Kowalski, LLP 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bowen & Kowalski, LLP 401(k) Profit Sharing Plan reported net income rose from -$133K in the plan year 2022 filing to $186K in the plan year 2023 filing.
  • Bowen & Kowalski, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $841K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 721395756 · Bowen & Kowalski LLP PY 2023 · 401(k)

Bowen & Kowalski, LLP 401(k) Profit Sharing Plan · $1M · 2 · 24th

  • EIN $1M
  • EIN 2
  • EIN 24th
  • EIN 401(k)
  • EIN near Debarros Inc. Profit Sharing Plan & Trust
  • EIN ind #3497

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 Alabama →

Bowen & Kowalski, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Bowen & Kowalski, LLP 401(k) Profit Sharing PlanBowen & Kowalski, LLP 401(k)…$1MDebarros Inc. Profit Sharing Plan & TrustDebarros Inc. Profit Sharing…$1MBronx Family Network 401(k) PlanBronx Family Network 401(k) …$1MAssurance One of Texas 401(k) PlanAssurance One of Texas 401(k…$1MMartha L. Garzon, Dmd, Ms 401(k)Martha L. Garzon, Dmd, Ms 40…$1M
End-of-year total assets ($M) among Bowen & Kowalski, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bowen & Kowalski LLP multi-year asset trail

Sponsor-wide plan assets over time

All Bowen & Kowalski LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.007518036745594% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.84M $1.21M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 2 $841K
2023 1 2 $1M
2024 1 2 $1M

Bowen & Kowalski LLP filing trail (2023)

Total Assets (Beginning of Year)$841K
Net Assets (End of Year)$1M
Net Income$186K
Employer EIN721395756
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Bowen & Kowalski, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Bowen & Kowalski, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.001026892 · Participants: 2Bowen & Kowalski, LLP 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Bowen & Kowalski, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Bowen & Kowalski, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bowen & Kowalski, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Debarros Inc. Profit Sharing Plan & Trust in CO ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 & Kowalski, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Bowen & Kowalski, LLP 401(k) Profit Sharing Plan grew sharply - up 22.2% during 2023, from $841K to $1M. Reported net income was $186K.
How have Bowen & Kowalski LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bowen & Kowalski LLP's sponsor-wide assets grew 44.0%, from $841K to $1M.
Where does Bowen & Kowalski, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bowen & Kowalski, LLP 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bowen & Kowalski, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Debarros Inc. Profit Sharing Plan & Trust in CO ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Bowen & Kowalski, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 721395756.

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.