Other · DOL Form 5500 · 2024
Bowen Health Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 1,187
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $21,047
- Avg per participant Low balance/head
Official DOL plan name: Bowen Health 403(b) Plan · Sponsored by Bowen Health · Indiana · Healthcare & Social Assistance
$25M in assets, 1,187 participants
Bowen Health's Bowen Health 403(b) Plan reported $25M in total assets and 1,187 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #13,232 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Bowen Health 403(b) Plan covers 1,187 participants in Indiana, 2.2x the typical Indiana plan (state average ~541 per filing). Assets: $25M.
- #13,232
- in Healthcare & Social Assistance (16,916 peers)
- +13.5%
- assets growth YoY
Bowen Health 403(b) Plan's outsized position by total assets
Bowen Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,982,459 Top 26% higher than 74% 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 Health 403(b) 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. Bowen Health 403(b) Plan lands in the large band (1,187 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bowen Health 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Bowen Health 403(b) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Bowen Health 403(b) Plan reported participants fell from 1,226 in the plan year 2023 filing to 1,187 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 351057889 · Bowen Health PY 2024 · Other
Bowen Health 403(b) Plan · $25M · 1,187 · 74th
- 5500 $25M
- ASSETS 1,187
- PCT 74th
- EIN Other
- RANK near Davis & Elkins College Defined Contribution Retirement Plan
- PHOTO ind #13232
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 Indiana →
Bowen Health 403(b) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 351057889 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bowen Health)
Sponsor-wide plan assets over time
All Bowen Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 38.175788984635126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,366 | $18M |
| 2023 | 1 | 1,226 | $22M |
| 2024 | 1 | 1,187 | $25M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Bowen Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Davis & Elkins College Defined Contribution Retirement Plan in WV ($25M); by covered participants it is Swarthmore College Regular Retirement Plan in PA (1,187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Davis & Elkins College Defined Contribution Retirement Plan (WV) $25M · 197
- Radio Free Asia Tax Deferred Annuity Plan (DC) $25M · 130
- Accesslex Institute 403(b) Plan (PA) $25M · 126
- American Geophysical Union Tda (DC) $25M · 145
Similar participant headcount
Nearest other-state filings by covered participants (1,187 participants); asset peers above are excluded.
- Swarthmore College Regular Retirement Plan (PA) 1,187 · 0 off
- University of Maryland Capital Region Health Retirement Savings Plan (MD) 1,187 · 0 off
- Lutheran Seniorlife Employees' Retirement Savings Plan (PA) 1,189 · 2 off
- Bay Area Community Health 403(b) Plan (CA) 1,184 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.