401(k) · DOL Form 5500 · 2023

Bowman and Brooke LLP 401(k) Plan

Data updated 2026-08-25

$180M
Total assets Near avg plan size
368
Participants Below avg headcount
94th
Percentile by assets National rank
$488,933
Avg per participant High balance/head
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Official DOL plan name: Bowman and Brooke LLP Retirement Savings Plan · Sponsored by Bowman and Brooke LLP · Minnesota · Professional & Technical Services

$180M in assets, 368 participants

Bowman and Brooke LLP's Bowman and Brooke LLP Retirement Savings Plan reported $180M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,407 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Bowman and Brooke LLP Retirement Savings Plan covers 368 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $180M.

#19,407
in Professional & Technical Services (20,321 peers)
+15.0%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Bowman and Brooke LLP Retirement Savings Plan's outsized position by total assets

Bowman and Brooke LLP Retirement Savings Plan vs every filed plan by assets

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

$179,927,275 Top 6% higher than 94% 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

Bowman and Brooke LLP Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bowman and Brooke LLP Retirement Savings Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bowman and Brooke LLP Retirement Savings Plan reported net income rose from -$51M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Bowman and Brooke LLP Retirement Savings Plan reported participants fell from 440 in the plan year 2022 filing to 368 in the plan year 2023 filing.
  • Bowman and Brooke LLP Retirement Savings Plan end-of-year assets rose from $156M in the plan year 2022 filing to $180M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411510639 · Bowman and Brooke LLP PY 2023 · 401(k)

Bowman and Brooke LLP Retirement Savings Plan · $180M · 368 · 94th

  • EOY $180M
  • EOY 368
  • EOY 94th
  • EOY 401(k)
  • EOY near Allan Myers Salaried 401(k) Retirement Plan
  • EOY ind #19407

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Bowman and Brooke LLP Retirement Savings Plan in the asset neighbourhood

Atc 401(k) Plan$180MAllan Myers Salaried 401(k) Retirement PlanAllan Myers Salaried 401(k) …$180MBowman and Brooke LLP Retirement Savings PlanBowman and Brooke LLP Retire…$180MKeating Muething & Klekamp 401(k) Profit Sharing PlanKeating Muething & Klekamp 4…$180MGrubhub, Inc. 401(k) Retirement PlanGrubhub, Inc. 401(k) Retirem…$180M
End-of-year total assets ($M) among Bowman and Brooke LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)$179M
Net Income$23M
Employer EIN411510639
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bowman and Brooke LLP)

Sponsor-wide plan assets over time

All Bowman and Brooke LLP plans reported in each filing year

Latest sponsor-wide plan assets
$194M 24.222980180841184% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $156M $194M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 440 $156M
2023 1 368 $180M
2024 1 392 $194M

Nearby 401(k) Plans in Minnesota

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

Bowman and Brooke LLP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Bowman and Brooke LLP Retirement Savings Plan, Total assets ($B): 0.179927275 · Participants: 368Bowman and Brooke LLP Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Bowman and Brooke LLP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bowman and Brooke LLP Retirement Savings Plan side-by-side with 3 peers →

Bowman and Brooke LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Allan Myers Salaried 401(k) Retirement Plan in PA ($180M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($180M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Bowman and Brooke LLP Retirement Savings Plan assets move in 2023? ▼
Bowman and Brooke LLP Retirement Savings Plan grew sharply - up 15.0% during 2023, from $156M to $180M. Reported net income was $23M.
How have Bowman and Brooke LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bowman and Brooke LLP's sponsor-wide assets grew 24.2%, from $156M to $194M.
Where does Bowman and Brooke LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bowman and Brooke LLP Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bowman and Brooke LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allan Myers Salaried 401(k) Retirement Plan in PA ($180M, 862 participants).
Which 401(k) plans cover a similar participant headcount to Bowman and Brooke LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 411510639.

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.