401(k) · DOL Form 5500 · 2024

Bowen & Bowen 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 6
Participants Small participant base: 35th
Percentile by assets National rank: $529,337
Avg per participant High balance/head

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Official DOL plan name: Bowen & Bowen Profit Sharing Plan 1 · Sponsored by Bowen & Bowen · Illinois · Professional & Technical Services

$3M in assets, 6 participants

Bowen & Bowen's Bowen & Bowen Profit Sharing Plan 1 reported $3M in total assets and 6 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.

#6,340 in Professional & Technical Services (20,173 peers)

Bowen & Bowen multi-year trail

Bowen & Bowen's plans moved +26.9% in assets from 2022 to 2024; this filing shows Bowen & Bowen Profit Sharing Plan 1 at $3M / 6 participants.

#6,340
in Professional & Technical Services (20,173 peers): +10.4%
assets growth YoY

Bowen & Bowen Profit Sharing Plan 1's mid-pack asset rank among Professional & Technical Services and all filers

Bowen & Bowen Profit Sharing Plan 1 vs every filed plan by assets

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

$3,176,023 35th percentile higher than 35% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bowen & Bowen Profit Sharing Plan 1 among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bowen & Bowen Profit Sharing Plan 1 is a micro filing (6 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bowen & Bowen Profit Sharing Plan 1 reported net income fell from $375K in the plan year 2023 filing to $299K in the plan year 2024 filing.
Bowen & Bowen Profit Sharing Plan 1 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 →

DOL schedule card

Filing strip 362800016 · Bowen & Bowen PY 2024 · 401(k)

Bowen & Bowen Profit Sharing Plan 1 · $3M · 6 · 35th

PHOTO $3M
IND 6
EOY 35th
5500 401(k)
ASSETS near Quade & Associates 401(k) Plan
PCT ind #6340

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 Illinois →

End-of-year total assets ($M) among Bowen & Bowen Profit Sharing Plan 1 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bowen & Bowen multi-year asset trail

Latest sponsor-wide plan assets: $3M 26.913245275253097% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$3M
2023	1	6	$3M
2024	1	6	$3M

Bowen & Bowen filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$299K
Employer EIN	362800016
Plan Effective Date	1993-12-30
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Bowen & Bowen Profit Sharing Plan 1 vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Bowen & Bowen Profit Sharing Plan 1 side-by-side with 3 peers →

Bowen & Bowen Profit Sharing Plan 1's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Quade & Associates 401(k) Plan in CA ($3M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Quade & Associates 401(k) Plan (CA) $3M · 7
Ingenuity Prep 401(k) (DC) $3M · 169
Mission Bbq 401(k) Plan (MD) $3M · 6,932
Schlaupitz Madhavan, P.C. 401(k) Profit Sharing Plan (MI) $3M · 37

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Caliche, Ltd 401(k) (TX) 6 · 0 off
Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off

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 Bowen & Bowen Profit Sharing Plan 1 assets move in 2024? ▼

Bowen & Bowen Profit Sharing Plan 1 grew at a solid clip - up 10.4% during 2024, from $3M to $3M. Reported net income was $299K.

How have Bowen & Bowen plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bowen & Bowen's sponsor-wide assets grew 26.9%, from $3M to $3M.

Which 401(k) plans are similar in size to Bowen & Bowen Profit Sharing Plan 1? ▼

Among 401(k) plans in other states, the closest by assets is Quade & Associates 401(k) Plan in CA ($3M, 7 participants).

Which 401(k) plans cover a similar participant headcount to Bowen & Bowen Profit Sharing Plan 1? ▼

Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 362800016.