How big is Robert M. Lowen, M.D., Inc.'s plan?

Robert M. Lowen, M.D., Inc.'s plan reported $1.0M in assets and 1 participants for 2023.

Original filing (PDF)20250310132509NAL0016194209001

Robert M. Lowen, M.D., Inc.

Name: Robert M. Lowen, M.D., Inc. — Robert M. Lowen, M.D., Form 5500 (2023)
Creator: Robert M. Lowen, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert M. Lowen, M.D., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Robert M. Lowen, M.D., Inc.'s Robert M. Lowen, M.D., Inc. 401(k) Profit Sharing Plan held $1.0M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Robert M. Lowen, M.D., Inc.'s EIN is 94-2521444.

EIN 94-2521444

Plan number 002

Plan year 2023

ACK ID 20250310132509NAL0016194209001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert M. Lowen, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert M. Lowen, M.D., Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ROBERT M. LOWEN, M.D., INC.

EIN

all filings

Address

219 TENNYSON AVE · PALO ALTO, CA · 94301

Phone

(650) 965-7888

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator