401(k) · DOL Form 5500 · 2024

Robert Gordon Mowry, M.D. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$829,147
Avg per participant High balance/head
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Official DOL plan name: Robert Gordon Mowry Md 401(k) Profit Sharing Plan · Sponsored by Robert Gordon Mowry, M.D. · Alabama · Healthcare & Social Assistance

$3M in assets, 4 participants

Robert Gordon Mowry, M.D.'s Robert Gordon Mowry Md 401(k) Profit Sharing Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,090 in Healthcare & Social Assistance (16,916 peers)

Robert Gordon Mowry, M.D. multi-year trail

Robert Gordon Mowry, M.D.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows Robert Gordon Mowry Md 401(k) Profit Sharing Plan at $3M / 4 participants.

#6,090
in Healthcare & Social Assistance (16,916 peers)
+11.3%
assets growth YoY

Robert Gordon Mowry Md 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert Gordon Mowry Md 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,316,589 35th percentile higher than 35% of 123,620 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 2024

Robert Gordon Mowry Md 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Gordon Mowry Md 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert Gordon Mowry Md 401(k) Profit Sharing Plan reported net income rose from $150K in the plan year 2023 filing to $336K in the plan year 2024 filing.
  • Robert Gordon Mowry Md 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 631236235 · Robert Gordon Mowry, M.D. PY 2024 · 401(k)

Robert Gordon Mowry Md 401(k) Profit Sharing Plan · $3M · 4 · 35th

  • VS-ST $3M
  • BOY 4
  • SCH 35th
  • EBSA 401(k)
  • PART near Lawrence Osman, M.D. 401(k) Profit Sharing Plan
  • TYPE ind #6090

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 →

Robert Gordon Mowry Md 401(k) Profit Sharing Plan in the asset neighbourhood

Robert Gordon Mowry Md 401(k) Profit Sharing PlanRobert Gordon Mowry Md 401(k…$3MLawrence Osman, M.D. 401(k) Profit Sharing PlanLawrence Osman, M.D. 401(k) …$3MUnited Petfood Producers Employee 401(k) PlanUnited Petfood Producers Emp…$3MWebarcit LLC-Sep IRA for the Benefit of Allan P ShenoyWebarcit LLC-Sep IRA for the…$3MAnesthesia Associates, P.L.L. Profit Sharing Plan and TrustAnesthesia Associates, P.L.L…$3M
End-of-year total assets ($M) among Robert Gordon Mowry Md 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Robert Gordon Mowry, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Robert Gordon Mowry, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.184433773933566% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.83M $3.32M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 4 $3M
2024 1 4 $3M

Robert Gordon Mowry, M.D. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$336K
Employer EIN631236235
Plan Effective Date2000-01-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Robert Gordon Mowry Md 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Robert Gordon Mowry Md 401(k) Profit Sharing Plan, Total assets ($B): 0.003316589 · Participants: 4Robert Gordon Mowry Md 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Robert Gordon Mowry Md 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Robert Gordon Mowry Md 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robert Gordon Mowry Md 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 Lawrence Osman, M.D. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert Gordon Mowry Md 401(k) Profit Sharing Plan assets move in 2024? ▼
Robert Gordon Mowry Md 401(k) Profit Sharing Plan grew at a solid clip - up 11.3% during 2024, from $3M to $3M. Reported net income was $336K.
How have Robert Gordon Mowry, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Gordon Mowry, M.D.'s sponsor-wide assets grew 17.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Robert Gordon Mowry Md 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lawrence Osman, M.D. 401(k) Profit Sharing Plan in CA ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Robert Gordon Mowry Md 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 631236235.

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.