401(k)
2024 plan-year 401(k) DOL Form 5500

Md Home Health / Home Assist 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bowie Investment Group, Inc. · Arizona · Healthcare & Social Assistance

What the 2023 filing shows

Md Home Health / Home Assist 401(k) Plan holds $481K for 193 participants — about $2,490 per participant, up 230.6% over the 2024 plan year.

$481K
total plan assets (2024 EOY)
193
covered participants
$2,490
avg assets per participant
+230.6%
assets growth YoY
Total Assets (2023)
$481K
Participants
193
State
Industry
Healthcare & Social Assistance

What the Filing Says About Md Home Health / Home Assist 401(k) Plan

Md Home Health / Home Assist 401(k) Plan is a 401(k) retirement plan sponsored by Bowie Investment Group, Inc., headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $481K in total end-of-year assets and covers 193 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 860649067, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $145K at the beginning of 2024 to $481K at year-end — a gain of 230.6%. Net assets (after liabilities) closed the year at $481K, with reported net income of $335K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$145K
Total Assets (End of Year)$481K
Net Assets (End of Year)$481K
Net Income$335K
Plan Type401(k)
Employer EIN860649067
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bowie Investment Group, Inc.)

Year Plans Participants Total Assets
2023 1 183 $145K
2024 1 193 $481K

Nearby 401(k) Plans in Arizona

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Frequently Asked Questions

How much money is in the Md Home Health / Home Assist 401(k) Plan?
As of the 2024 Form 5500 filing, Md Home Health / Home Assist 401(k) Plan holds $481K in total assets with 193 participants. It is sponsored by Bowie Investment Group, Inc..
What type of plan is Md Home Health / Home Assist 401(k) Plan?
Md Home Health / Home Assist 401(k) Plan is a 401(k) plan. It has been effective since 2023-01-01. The plan is filed with the U.S. Department of Labor under EIN 860649067.
Who sponsors the Md Home Health / Home Assist 401(k) Plan?
Md Home Health / Home Assist 401(k) Plan is sponsored by Bowie Investment Group, Inc., located in Arizona. The sponsor's EIN is 860649067 and the plan operates in the Healthcare & Social Assistance industry.
How did Md Home Health / Home Assist 401(k) Plan perform in 2024?
Md Home Health / Home Assist 401(k) Plan grew by 230.6% during 2024, moving from $145K to $481K in total assets. Net income was $335K.
Where can I find official filings for Md Home Health / Home Assist 401(k) Plan?
Official Form 5500 filings for Md Home Health / Home Assist 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860649067 or plan name at efast.dol.gov.
How does Md Home Health / Home Assist 401(k) Plan compare to other plans?
You can compare Md Home Health / Home Assist 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 860649067.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.