Other · DOL Form 5500 · 2024
The Bower Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: The Bower Foundation, Inc. Retirement Plan · Sponsored by The Bower Foundation, Inc. · Mississippi · Other Services
$5M in assets, 4 participants
The Bower Foundation, Inc.'s The Bower Foundation, Inc. Retirement Plan reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #4,844 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, The Bower Foundation, Inc. Retirement Plan ranks #4,844 of 7,719 2024 filers by assets (444% of the sector average)-$5M for 4 participants.
- #4,844
- in Other Services (7,719 peers)
- +7.8%
- assets growth YoY
The Bower Foundation, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers
The Bower Foundation, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,521,360 40th percentile higher than 40% 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
The Bower Foundation, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bower Foundation, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Bower Foundation, Inc. Retirement Plan reported net income fell from $588K in the plan year 2023 filing to $328K in the plan year 2024 filing.
- The Bower Foundation, Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 640540635 · The Bower Foundation, Inc. PY 2024 · Other
The Bower Foundation, Inc. Retirement Plan · $5M · 4 · 40th
- PHOTO $5M
- PHOTO 4
- PHOTO 40th
- PHOTO Other
- PHOTO near Macon Resources Inc Retirement Savings Plan
- PHOTO ind #4844
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 Other Services retirement plans → · Plans in Mississippi →
The Bower Foundation, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $328K |
| Employer EIN | 640540635 |
| Plan Effective Date | 1975-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bower Foundation, Inc.)
Sponsor-wide plan assets over time
All The Bower Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 25.43257058869549% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $4M |
| 2023 | 1 | 4 | $4M |
| 2024 | 1 | 4 | $5M |
Nearby Other Plans in Mississippi
Peer Other plans, same state, same plan type, ranked by total assets.
- North Mississippi Health Services, Inc. 403(b) Plan $426M · 7,212
- Mississippi Methodist Hospital Rehabilitation Center Retirement Plan $57M · 810
- King's Daughters Medical Center Retirement Plan $45M · 772
- Anderson Regional Medical Center 403(b) Plan $34M · 1,645
- Employee Benefit Plan of Summit Plastics, Inc. $19M · 279
The Bower Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Mississippi, the nearest Other by assets is Macon Resources Inc Retirement Savings Plan in IL ($5M); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.