401(k) · DOL Form 5500 · 2024

Semmes, Bowen & Semmes 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 145
Participants Small participant base: 64th
Percentile by assets National rank: $101,690
Avg per participant Below avg balance/head

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Official DOL plan name: Semmes, Bowen & Semmes 401(k)Plan · Sponsored by Semmes, Bowen & Semmes · Maryland · Professional & Technical Services

$15M in assets, 145 participants

Semmes, Bowen & Semmes's Semmes, Bowen & Semmes 401(k)Plan reported $15M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#12,745 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Semmes, Bowen & Semmes 401(k)Plan covers 145 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $15M.

#12,745
in Professional & Technical Services (20,173 peers): +7.3%
assets growth YoY

Semmes, Bowen & Semmes 401(k)Plan's mid-pack asset rank among Professional & Technical Services and all filers

Semmes, Bowen & Semmes 401(k)Plan vs every filed plan by assets

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

$14,745,015 Top 36% higher than 64% 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

Semmes, Bowen & Semmes 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. Semmes, Bowen & Semmes 401(k)Plan sits mid-pack in the medium band (145 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Semmes, Bowen & Semmes 401(k)Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521955555 · Semmes, Bowen & Semmes PY 2024 · 401(k)

Semmes, Bowen & Semmes 401(k)Plan · $15M · 145 · 64th

EIN $15M
EIN 145
EIN 64th
EIN 401(k)
EIN near V. H. Blackinton & Co., Inc. Tax Deferred Savings Plan
EIN ind #12745

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 Maryland →

End-of-year total assets ($M) among Semmes, Bowen & Semmes 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$15M
Net Income	$1M
Employer EIN	521955555
Plan Effective Date	1993-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Semmes, Bowen & Semmes)

Latest sponsor-wide plan assets: $43M 3.9496609676950643% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	243	$41M
2023	2	247	$43M
2024	2	272	$43M

Nearby 401(k) Plans in Maryland

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

Semmes, Bowen & Semmes 401(k)Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
Marriott Retirement Savings Plan $11.7B · 101,417
T. Rowe Price U.S. Retirement Program $4.9B · 6,639
Nfl Player Second Career Savings Plan $4.1B · 2,771
Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370

Compare Semmes, Bowen & Semmes 401(k)Plan side-by-side with 3 peers →

Semmes, Bowen & Semmes 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is V. H. Blackinton & Co., Inc. Tax Deferred Savings Plan in MA ($15M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

V. H. Blackinton & Co., Inc. Tax Deferred Savings Plan (MA) $15M · 164
First Texas Bancorp, Inc. 401(k) Plan (TX) $15M · 141
Itential, Inc. Retirement Plan (GA) $15M · 172
Fitch Creations, Inc. 401(k) Profit Sharing Plan (NC) $15M · 127

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

Lashbrook Jewelry Designs 401(k) Plan (UT) 145 · 0 off
Bayfirst Solutions 401(k) Plan (DC) 145 · 0 off
Bnccorp, Inc. 401(k) Savings Plan (ND) 145 · 0 off
Isun 401(k) Retirement Plan (PA) 145 · 0 off

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 Semmes, Bowen & Semmes 401(k)Plan assets move in 2024? ▼

Semmes, Bowen & Semmes 401(k)Plan grew at a solid clip - up 7.3% during 2024, from $14M to $15M. Reported net income was $1M.

How have Semmes, Bowen & Semmes plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Semmes, Bowen & Semmes's sponsor-wide assets grew 3.9%, from $41M to $43M.

Which 401(k) plans are similar in size to Semmes, Bowen & Semmes 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by assets is V. H. Blackinton & Co., Inc. Tax Deferred Savings Plan in MA ($15M, 164 participants).

Which 401(k) plans cover a similar participant headcount to Semmes, Bowen & Semmes 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, N/A 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 521955555.