Plan Ledger DOL Form 5500 · updated monthly

Bowen Property Management Co401(k)

BOWEN REAL ESTATE GROUP 401(K) PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Bowen Property Management Co reported $628 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,077 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Oregon (730th of 1,021), and 1,456th of 2,096 in real estate & leasing. In 2022, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,492,297
Participants with balances96
Active participants42
Employer contributions$87,228
Employee contributions$202,429
Employer contribution per active participant$2,077
Average account balance$57,211
Benefits paid to participants$751,571
Plan auditUnmodified (clean) audit opinion
AuditorKBF CPAS LLP
The Bowen Property Management Co 401(k) match · 2022
Employer contribution per active participant$2,077
Median for plans this size$1,114

Bowen Property Management Co's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$628 · 0.01%
Similar plansReal Estate & Leasing · Oregon
Allegiant Partners, Inc. OR$13.1M · 0.28%
Guardian Management LLC OR$7.1M · 0.84%
Cascade Management Inc OR$3.0M · 1.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930694449 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.