401(k) · DOL Form 5500 · 2024

Bowman and Brooke LLP 401(k) Plan

Data updated 2026-08-25

$194M
Total assets Near avg plan size
392
Participants Below avg headcount
94th
Percentile by assets National rank
$495,604
Avg per participant High balance/head
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Official DOL plan name: Bowman and Brooke LLP Retirement Savings Plan · Sponsored by Bowman and Brooke LLP · Minnesota · Professional & Technical Services

$194M in assets, 392 participants

Bowman and Brooke LLP's Bowman and Brooke LLP Retirement Savings Plan reported $194M in total assets and 392 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,229 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Bowman and Brooke LLP Retirement Savings Plan covers 392 participants in Minnesota, about 35% of the average Minnesota filer (state average ~1,126 per filing). Assets: $194M.

#19,229
in Professional & Technical Services (20,173 peers)
+8.0%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Bowman and Brooke LLP Retirement Savings Plan's outsized position by total assets

Bowman and Brooke LLP Retirement Savings Plan vs every filed plan by assets

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

$194,276,628 Top 6% higher than 94% 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

Bowman and Brooke LLP Retirement Savings 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. Bowman and Brooke LLP Retirement Savings Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bowman and Brooke LLP Retirement Savings Plan reported net income fell from $23M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Bowman and Brooke LLP Retirement Savings Plan end-of-year assets rose from $180M in the plan year 2023 filing to $194M in the plan year 2024 filing.
  • Bowman and Brooke LLP Retirement Savings Plan reported participants rose from 368 in the plan year 2023 filing to 392 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411510639 · Bowman and Brooke LLP PY 2024 · 401(k)

Bowman and Brooke LLP Retirement Savings Plan · $194M · 392 · 94th

  • 5500 $194M
  • 5500 392
  • 5500 94th
  • 5500 401(k)
  • 5500 near Nwn Carousel 401(k) Plan
  • 5500 ind #19229

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Bowman and Brooke LLP Retirement Savings Plan in the asset neighbourhood

Bowman and Brooke LLP Retirement Savings PlanBowman and Brooke LLP Retire…$194MNwn Carousel 401(k) Plan$194MOpex Corporation 401(k) Profit Sharing PlanOpex Corporation 401(k) Prof…$194MMyeyedr. 401(k) Plan$194MHaverty Furniture Companies, Inc. Thrift PlanHaverty Furniture Companies,…$194M
End-of-year total assets ($M) among Bowman and Brooke LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$194M
Net Income$15M
Employer EIN411510639
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bowman and Brooke LLP)

Sponsor-wide plan assets over time

All Bowman and Brooke LLP plans reported in each filing year

Latest sponsor-wide plan assets
$194M 24.222980180841184% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $156M $194M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 440 $156M
2023 1 368 $180M
2024 1 392 $194M

Nearby 401(k) Plans in Minnesota

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

Bowman and Brooke LLP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Bowman and Brooke LLP Retirement Savings Plan, Total assets ($B): 0.194276628 · Participants: 392Bowman and Brooke LLP Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Bowman and Brooke LLP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bowman and Brooke LLP Retirement Savings Plan side-by-side with 3 peers →

Bowman and Brooke LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Nwn Carousel 401(k) Plan in RI ($194M); by covered participants it is Blue Ribbon Restaurants Novi, LLC 401(k) Profit Sharing Plan and Trust in MI (392 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($194M here).

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Bowman and Brooke LLP Retirement Savings Plan assets move in 2024? ▼
Bowman and Brooke LLP Retirement Savings Plan grew at a solid clip - up 8.0% during 2024, from $180M to $194M. Reported net income was $15M.
How have Bowman and Brooke LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bowman and Brooke LLP's sponsor-wide assets grew 24.2%, from $156M to $194M.
Where does Bowman and Brooke LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bowman and Brooke LLP Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bowman and Brooke LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nwn Carousel 401(k) Plan in RI ($194M, 695 participants).
Which 401(k) plans cover a similar participant headcount to Bowman and Brooke LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ribbon Restaurants Novi, LLC 401(k) Profit Sharing Plan and Trust in MI (392 participants, $4M 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 411510639.

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.