ESOP · DOL Form 5500 · 2024
Richard L. Bowen & Associates, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $132,139
- Avg per participant Near avg balance/head
Official DOL plan name: Bowen & Associates Employee Stock Ownership Plan · Sponsored by Richard L. Bowen & Associates, Inc. · Ohio · Professional & Technical Services
$6M in assets, 48 participants
Richard L. Bowen & Associates, Inc.'s Bowen & Associates Employee Stock Ownership Plan reported $6M in total assets and 48 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.
- #8,951 in Professional & Technical Services (20,173 peers)
2024 asset change
Bowen & Associates Employee Stock Ownership Plan grew at a solid clip 8.9% in 2024 ($6M → $6M) for 48 participants.
- #8,951
- in Professional & Technical Services (20,173 peers)
- +8.9%
- assets growth YoY
Bowen & Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bowen & Associates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,342,673 46th percentile higher than 46% 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 & Associates Employee Stock Ownership 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. Bowen & Associates Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bowen & Associates Employee Stock Ownership Plan reported net income rose from -$677K in the plan year 2023 filing to $551K in the plan year 2024 filing.
- Bowen & Associates Employee Stock Ownership Plan reported participants rose from 43 in the plan year 2023 filing to 48 in the plan year 2024 filing.
- Bowen & Associates Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
DOL schedule card
Filing strip 341156989 · Richard L. Bowen & Associates, Inc. PY 2024 · ESOP
Bowen & Associates Employee Stock Ownership Plan · $6M · 48 · 46th
- IND $6M
- EOY 48
- 5500 46th
- ASSETS ESOP
- PCT near Hurtt Fabricating Corp Employee Stock Ownership Plan
- EIN ind #8951
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 What is an ESOP? → · Plans in Ohio →
Bowen & Associates Employee Stock Ownership Plan in the asset neighbourhood
Richard L. Bowen & Associates, Inc. years around the 2024 move
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 100 | $12M |
| 2023 | 2 | 91 | $12M |
| 2024 | 2 | 98 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $551K |
| Employer EIN | 341156989 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Bowen & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Hurtt Fabricating Corp Employee Stock Ownership Plan in MO ($6M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 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 (48 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.