401(k) · DOL Form 5500 · 2024

Richard L. Bowen & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
50
Participants Small participant base
46th
Percentile by assets National rank
$124,328
Avg per participant Near avg balance/head
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Official DOL plan name: Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Richard L. Bowen & Associates, Inc. · Ohio · Professional & Technical Services

$6M in assets, 50 participants

Richard L. Bowen & Associates, Inc.'s Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,879 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan holds $6M for 50 participants - about $124,328 per participant, in the lower half of filed plans by assets.

#8,879
in Professional & Technical Services (20,173 peers)
-3.6%
assets change YoY

The plan reported a net loss of $231K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,216,377 46th percentile higher than 46% 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

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$231K in the plan year 2024 filing.
  • Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 48 in the plan year 2023 filing to 50 in the plan year 2024 filing.
  • Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341156989 · Richard L. Bowen & Associates, Inc. PY 2024 · 401(k)

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan · $6M · 50 · 46th

  • NET $6M
  • NET 50
  • NET 46th
  • NET 401(k)
  • NET near Eddy Packing Co. 401(k) Plan
  • NET ind #8879

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 Ohio →

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing PlanRichard L. Bowen & Associate…$6MEddy Packing Co. 401(k) Plan$6MHagopian & Sons 401(k) Plan$6MB & B Trucking, Inc. 401(k) PlanB & B Trucking, Inc. 401(k) …$6MSuperior Performance, Inc. 401(k) PlanSuperior Performance, Inc. 4…$6M
End-of-year total assets ($M) among Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$231K
Employer EIN341156989
Plan Effective Date1971-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard L. Bowen & Associates, Inc.)

Sponsor-wide plan assets over time

All Richard L. Bowen & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 4.72050892013565% vs 2022
2024 filing year
$11.8M$12M$12.2M$12.4M$12.6M$12.8M 202220232024 $12M $12.6M ▲ +4.8%
Year Plans Participants Total Assets
2022 2 100 $12M
2023 2 91 $12M
2024 2 98 $13M

Nearby 401(k) Plans in Ohio

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

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006216377 · Participants: 50Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Eddy Packing Co. 401(k) Plan in TX ($6M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan edged down modestly - down 3.6% during 2024, from $6M to $6M. Reported net income was -$231K.
How have Richard L. Bowen & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard L. Bowen & Associates, Inc.'s sponsor-wide assets grew 4.7%, from $12M to $13M.
Which 401(k) plans are similar in size to Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eddy Packing Co. 401(k) Plan in TX ($6M, 492 participants).
Which 401(k) plans cover a similar participant headcount to Richard L. Bowen & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advata 401(k) Plan in TX (50 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 341156989.

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.