Other · DOL Form 5500 · 2023
The Bower Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
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 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #5,008 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, The Bower Foundation, Inc. Retirement Plan ranks #5,008 of 7,857 2023 filers by assets (479% of the sector average)-$4M for 4 participants.
- #5,008
- in Other Services (7,857 peers)
- +16.3%
- assets growth YoY
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 2023 · DOL Form 5500
$4,193,042 41st percentile higher than 41% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Bower Foundation, Inc. Retirement 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. The Bower Foundation, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Bower Foundation, Inc. Retirement Plan reported net income rose from -$570K in the plan year 2022 filing to $588K in the plan year 2023 filing.
- The Bower Foundation, Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 640540635 · The Bower Foundation, Inc. PY 2023 · Other
The Bower Foundation, Inc. Retirement Plan · $4M · 4 · 41st
- PART $4M
- PART 4
- PART 41st
- PART Other
- PART near Montverde Academy Tda Plan
- PART ind #5008
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
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $588K |
| Employer EIN | 640540635 |
| Plan Effective Date | 1975-10-01 |
| Filing Status | FILING 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
| 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.
- North Mississippi Health Services 403(b) Plan $390M · 7,294
- Mississippi Methodist Hospital and Rehabilitation Center Retirement Plan $53M · 756
- King's Daughters Medical Center Retirement Plan $41M · 729
- Anderson Regional Medical Center 403(b) Plan $35M · 1,515
- Employee Benefit Plan of Summit Plastics, Inc. $17M · 203
The Bower Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Mississippi, the nearest Other by assets is Montverde Academy Tda Plan in FL ($4M); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Montverde Academy Tda Plan (FL) $4M · 124
- Adec Retirement Plan (IN) $4M · 247
- La Causa Inc. Retirement Savings Plan (WI) $4M · 195
- The Oaks Academy DC Plan (IN) $4M · 124
Similar participant headcount
Nearest other-state filings by covered participants (4 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.