401(k) · DOL Form 5500 · 2024

Bowie Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$481K
Total assets Small plan by assets
193
Participants Below avg headcount
17th
Percentile by assets National rank
$2,490
Avg per participant Low balance/head
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Official DOL plan name: Md Home Health / Home Assist 401(k) Plan · Sponsored by Bowie Investment Group, Inc. · Arizona · Healthcare & Social Assistance

$481K in assets, 193 participants

Bowie Investment Group, Inc.'s Md Home Health / Home Assist 401(k) Plan reported $481K in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,152 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arizona

Md Home Health / Home Assist 401(k) Plan covers 193 participants in Arizona, about 34% of the average Arizona filer (state average ~564 per filing). Assets: $481K.

#2,152
in Healthcare & Social Assistance (16,916 peers)
+230.6%
assets growth YoY

Md Home Health / Home Assist 401(k) Plan among the smaller filed plans by assets

Md Home Health / Home Assist 401(k) Plan vs every filed plan by assets

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

$480,579 17th percentile higher than 17% 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

Md Home Health / Home Assist 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Md Home Health / Home Assist 401(k) Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Md Home Health / Home Assist 401(k) Plan end-of-year assets rose from $145K in the plan year 2023 filing to $481K in the plan year 2024 filing.
  • Md Home Health / Home Assist 401(k) Plan reported net income rose from $145K in the plan year 2023 filing to $335K in the plan year 2024 filing.
  • Md Home Health / Home Assist 401(k) Plan reported participants rose from 183 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860649067 · Bowie Investment Group, Inc. PY 2024 · 401(k)

Md Home Health / Home Assist 401(k) Plan · $481K · 193 · 17th

  • EIN $481K
  • RANK 193
  • PHOTO 17th
  • IND 401(k)
  • EOY near Stewart Inn Inc. 401(k) Profit Sharing Plan
  • 5500 ind #2152

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Md Home Health / Home Assist 401(k) Plan in the asset neighbourhood

Md Home Health / Home Assist 401(k) PlanMd Home Health / Home Assist…$481KStewart Inn Inc. 401(k) Profit Sharing PlanStewart Inn Inc. 401(k) Prof…$481KSterrx, LLC Employee Savings Plan and TrustSterrx, LLC Employee Savings…$481KRecordsforce Employee Stock Ownership 401(k) PlanRecordsforce Employee Stock …$481KTriple G Ventures, Inc. 401(k) PlanTriple G Ventures, Inc. 401(…$481K
End-of-year total assets ($M) among Md Home Health / Home Assist 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

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

Sponsor Plan History (Bowie Investment Group, Inc.)

Sponsor-wide plan assets over time

All Bowie Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$481K 230.61978439290849% vs 2023
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M$0.6M 20232024 $0.15M $0.48M ▲ +220.0%
Year Plans Participants Total Assets
2023 1 183 $145K
2024 1 193 $481K

Nearby 401(k) Plans in Arizona

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

Md Home Health / Home Assist 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Md Home Health / Home Assist 401(k) Plan, Total assets ($B): 0.000480579 · Participants: 193Md Home Health / Home Assist 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Md Home Health / Home Assist 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Md Home Health / Home Assist 401(k) Plan side-by-side with 3 peers →

Md Home Health / Home Assist 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Stewart Inn Inc. 401(k) Profit Sharing Plan in WI ($481K); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Md Home Health / Home Assist 401(k) Plan assets move in 2024? ▼
Md Home Health / Home Assist 401(k) Plan surged - up 230.6% during 2024, from $145K to $481K. Reported net income was $335K.
How have Bowie Investment Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bowie Investment Group, Inc.'s sponsor-wide assets grew 230.6%, from $145K to $481K.
Where does Md Home Health / Home Assist 401(k) Plan rank by assets among Form 5500 filers? ▼
Md Home Health / Home Assist 401(k) Plan ranks in the 17th 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 401(k) plans are similar in size to Md Home Health / Home Assist 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stewart Inn Inc. 401(k) Profit Sharing Plan in WI ($481K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Md Home Health / Home Assist 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spartan Race, Inc. 401(k) Plan in MA (193 participants, $5M 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 860649067.

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.