401(k) · DOL Form 5500 · 2024

James W. Fowler Co. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
172
Participants Small participant base
68th
Percentile by assets National rank
$101,771
Avg per participant Below avg balance/head
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Official DOL plan name: James W. Fowler Co. 401(k) Profit Sharing Plan · Sponsored by James W. Fowler Co. · Oregon · Construction

$18M in assets, 172 participants

James W. Fowler Co.'s James W. Fowler Co. 401(k) Profit Sharing Plan reported $18M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #5,991 in Construction (9,039 peers)

Coverage in Oregon

James W. Fowler Co. 401(k) Profit Sharing Plan covers 172 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $18M.

#5,991
in Construction (9,039 peers)
+12.9%
assets growth YoY

James W. Fowler Co. 401(k) Profit Sharing Plan's outsized position by total assets

James W. Fowler Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,504,552 Top 32% higher than 68% 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

James W. Fowler Co. 401(k) Profit Sharing 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. James W. Fowler Co. 401(k) Profit Sharing Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James W. Fowler Co. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • James W. Fowler Co. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • James W. Fowler Co. 401(k) Profit Sharing Plan reported participants fell from 190 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930677813 · James W. Fowler Co. PY 2024 · 401(k)

James W. Fowler Co. 401(k) Profit Sharing Plan · $18M · 172 · 68th

  • BOY $18M
  • BOY 172
  • BOY 68th
  • BOY 401(k)
  • BOY near Watson, Farley & Williams LLP 401(k) Employee Savings & Profit
  • BOY ind #5991

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 Construction retirement plans → · Plans in Oregon →

James W. Fowler Co. 401(k) Profit Sharing Plan in the asset neighbourhood

Samuel Shapiro & Co., Inc. Profit Sharing TrustSamuel Shapiro & Co., Inc. P…$18MJames W. Fowler Co. 401(k) Profit Sharing PlanJames W. Fowler Co. 401(k) P…$18MWatson, Farley & Williams LLP 401(k) Employee Savings & ProfitWatson, Farley & Williams LL…$18MPremier Forge Group Non-Union 401(k) PlanPremier Forge Group Non-Unio…$18MOntellus 401(k) Plan$18M
End-of-year total assets ($M) among James W. Fowler Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN930677813
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James W. Fowler Co.)

Sponsor-wide plan assets over time

All James W. Fowler Co. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 36.92708667006314% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.8M $17.5M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 168 $13M
2023 1 190 $16M
2024 1 172 $18M

Nearby 401(k) Plans in Oregon

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

James W. Fowler Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants James W. Fowler Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.017504552 · Participants: 172James W. Fowler Co. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
James W. Fowler Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare James W. Fowler Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

James W. Fowler Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Watson, Farley & Williams LLP 401(k) Employee Savings & Profit in NY ($18M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 James W. Fowler Co. 401(k) Profit Sharing Plan assets move in 2024? ▼
James W. Fowler Co. 401(k) Profit Sharing Plan grew at a solid clip - up 12.9% during 2024, from $16M to $18M. Reported net income was $2M.
How have James W. Fowler Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James W. Fowler Co.'s sponsor-wide assets grew 36.9%, from $13M to $18M.
Which 401(k) plans are similar in size to James W. Fowler Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watson, Farley & Williams LLP 401(k) Employee Savings & Profit in NY ($18M, 35 participants).
Which 401(k) plans cover a similar participant headcount to James W. Fowler Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K 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 930677813.

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.