401(k) · DOL Form 5500 · 2024
W.E. Bowers and Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 1,074
- Participants Near avg headcount
- 72nd
- Percentile by assets National rank
- $20,282
- Avg per participant Low balance/head
Official DOL plan name: W.E. Bowers & Associates Union Retirement Plan · Sponsored by W.E. Bowers and Associates, Inc. · Maryland · Construction
$22M in assets, 1,074 participants
W.E. Bowers and Associates, Inc.'s W.E. Bowers & Associates Union Retirement Plan reported $22M in total assets and 1,074 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,389 in Construction (9,039 peers)
W.E. Bowers and Associates, Inc. multi-year trail
W.E. Bowers and Associates, Inc.'s plans moved +39.7% in assets from 2022 to 2024; this filing shows W.E. Bowers & Associates Union Retirement Plan at $22M / 1,074 participants.
- #6,389
- in Construction (9,039 peers)
- +10.7%
- assets growth YoY
W.E. Bowers & Associates Union Retirement Plan's outsized position by total assets
W.E. Bowers & Associates Union Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,782,743 Top 28% higher than 72% 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
W.E. Bowers & Associates Union Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.E. Bowers & Associates Union Retirement Plan lands in the large band (1,074 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W.E. Bowers & Associates Union Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- W.E. Bowers & Associates Union Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- W.E. Bowers & Associates Union Retirement Plan reported participants fell from 1,192 in the plan year 2023 filing to 1,074 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 521339598 · W.E. Bowers and Associates, Inc. PY 2024 · 401(k)
W.E. Bowers & Associates Union Retirement Plan · $22M · 1,074 · 72nd
- NET $22M
- BOOK 1,074
- VS-ST 72nd
- BOY 401(k)
- SCH near Black Forest 401(k) Plan
- EBSA ind #6389
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 Construction retirement plans → · Plans in Maryland →
W.E. Bowers & Associates Union Retirement Plan in the asset neighbourhood
W.E. Bowers and Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All W.E. Bowers and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 39.72048973112111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,387 | $37M |
| 2023 | 2 | 1,345 | $45M |
| 2024 | 2 | 1,229 | $52M |
W.E. Bowers and Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 521339598 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
W.E. Bowers & Associates Union Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Black Forest 401(k) Plan in TX ($22M); by covered participants it is Jht 401(k) Plan in WI (1,074 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Black Forest 401(k) Plan (TX) $22M · 565
- Usi Consultants, Inc 401(k) Plan (IN) $22M · 93
- Perrin Employee Stock Ownership and 401(k) Plan (MI) $22M · 307
- Kingsway Community / Mohawk Ambulance 401(k) Plan (NY) $22M · 760
Similar participant headcount
Nearest other-state filings by covered participants (1,074 participants); asset peers above are excluded.
- Jht 401(k) Plan (WI) 1,074 · 0 off
- Turnberry Solutions 401(k) Profit Sharing Plan (PA) 1,074 · 0 off
- Bellisio Foods, Inc. Union Retirement Savings Plan (MN) 1,074 · 0 off
- Germain Automotive Partnership, Inc. 401(k) Plan (OH) 1,074 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.