Money Purchase · DOL Form 5500 · 2024

Gerald L. Bowen, PC Money Purchase Plan

Data updated 2026-08-25

$645K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$161,217
Avg per participant Above avg balance/head
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Official DOL plan name: Gerald L. Bowen, PC Money Purchase Pension Plan · Sponsored by Gerald L. Bowen, PC · Pennsylvania · Professional & Technical Services

$645K in assets, 4 participants

Gerald L. Bowen, PC's Gerald L. Bowen, PC Money Purchase Pension Plan reported $645K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,023 in Professional & Technical Services (20,173 peers)

Gerald L. Bowen, PC multi-year trail

Gerald L. Bowen, PC's plans moved +66.0% in assets from 2022 to 2024; this filing shows Gerald L. Bowen, PC Money Purchase Pension Plan at $645K / 4 participants.

#3,023
in Professional & Technical Services (20,173 peers)
+25.2%
assets growth YoY

Gerald L. Bowen, PC Money Purchase Pension Plan among the smaller filed plans by assets

Gerald L. Bowen, PC Money Purchase Pension Plan vs every filed plan by assets

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

$644,868 20th percentile higher than 20% 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

Gerald L. Bowen, PC Money Purchase Pension 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. Gerald L. Bowen, PC Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gerald L. Bowen, PC Money Purchase Pension Plan end-of-year assets rose from $515K in the plan year 2023 filing to $645K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232050695 · Gerald L. Bowen, PC PY 2024 · Money Purchase

Gerald L. Bowen, PC Money Purchase Pension Plan · $645K · 4 · 20th

  • TYPE $645K
  • TYPE 4
  • TYPE 20th
  • TYPE Money Purchase
  • TYPE near Kiran R Bais Money Purchase Plan & Trust
  • TYPE ind #3023

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 Pennsylvania →

Gerald L. Bowen, PC Money Purchase Pension Plan in the asset neighbourhood

Kiran R Bais Money Purchase Plan & TrustKiran R Bais Money Purchase …$646KPalumbo Fuel Inc Profit Sharing PlanPalumbo Fuel Inc Profit Shar…$649KGerald L. Bowen, PC Money Purchase Pension PlanGerald L. Bowen, PC Money Pu…$645KPandolfi Properties Inc. Pension PlanPandolfi Properties Inc. Pen…$643KBenjamin Perez Soto Retirement PlanBenjamin Perez Soto Retireme…$639K
End-of-year total assets ($M) among Gerald L. Bowen, PC Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Gerald L. Bowen, PC multi-year asset trail

Sponsor-wide plan assets over time

All Gerald L. Bowen, PC plans reported in each filing year

Latest sponsor-wide plan assets
$645K 66.04175839454962% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.39M $0.64M ▲ +64.1%
Year Plans Participants Total Assets
2022 1 5 $388K
2023 1 4 $515K
2024 1 4 $645K

Gerald L. Bowen, PC filing trail (2024)

Total Assets (Beginning of Year)$515K
Net Assets (End of Year)$645K
Net Income$130K
Employer EIN232050695
Plan Effective Date1985-10-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Gerald L. Bowen, PC Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Gerald L. Bowen, PC Money Purchase Pension Plan, Total assets ($M): 0.644868 · Participants: 4Gerald L. Bowen, PC Money Purchase Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 805.686551 · Participants: 3427Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 338.044788 · Participants: 484Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 193.343343 · Participants: 657IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 181.070322 · Participants: 1500Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 153.792471 · Participants: 602Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Gerald L. Bowen, PC Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Gerald L. Bowen, PC Money Purchase Pension Plan side-by-side with 3 peers →

Gerald L. Bowen, PC Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Kiran R Bais Money Purchase Plan & Trust in IL ($646K); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($645K here).

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 Gerald L. Bowen, PC Money Purchase Pension Plan assets move in 2024? ▼
Gerald L. Bowen, PC Money Purchase Pension Plan grew sharply - up 25.2% during 2024, from $515K to $645K. Reported net income was $130K.
How have Gerald L. Bowen, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald L. Bowen, PC's sponsor-wide assets grew 66.0%, from $388K to $645K.
Where does Gerald L. Bowen, PC Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Gerald L. Bowen, PC Money Purchase Pension Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Gerald L. Bowen, PC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Kiran R Bais Money Purchase Plan & Trust in IL ($646K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Gerald L. Bowen, PC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M 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 232050695.

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.