401(k) · DOL Form 5500 · 2023

Boon Capital Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 24th
Percentile by assets National rank: $516,093
Avg per participant High balance/head

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Official DOL plan name: Boon Capital Advisors, LLC 401(k) Plan · Sponsored by Boon Capital Advisors, LLC · Illinois · Finance & Insurance

$1M in assets, 2 participants

Boon Capital Advisors, LLC's Boon Capital Advisors, LLC 401(k) Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

#1,371 in Finance & Insurance (8,869 peers)

Boon Capital Advisors, LLC multi-year trail

Boon Capital Advisors, LLC's plans moved +43.2% in assets from 2022 to 2024; this filing shows Boon Capital Advisors, LLC 401(k) Plan at $1M / 2 participants.

#1,371
in Finance & Insurance (8,869 peers): +20.5%
assets growth YoY

Boon Capital Advisors, LLC 401(k) Plan among the smaller filed plans by assets

Boon Capital Advisors, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,032,185 24th percentile higher than 24% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Boon Capital Advisors, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boon Capital Advisors, LLC 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Boon Capital Advisors, LLC 401(k) Plan reported net income rose from -$184K in the plan year 2022 filing to $176K in the plan year 2023 filing.
Boon Capital Advisors, LLC 401(k) Plan end-of-year assets rose from $857K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 462170620 · Boon Capital Advisors, LLC PY 2023 · 401(k)

Boon Capital Advisors, LLC 401(k) Plan · $1M · 2 · 24th

TYPE $1M
TYPE 2
TYPE 24th
TYPE 401(k)
TYPE near Shehar Corporation 401(k) Profit Sharing Plan
TYPE ind #1371

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 Finance & Insurance retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Boon Capital Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Boon Capital Advisors, LLC multi-year asset trail

Latest sponsor-wide plan assets: $1M 43.22942689971095% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$857K
2023	1	2	$1M
2024	1	2	$1M

Boon Capital Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)	$857K
Net Assets (End of Year)	$1M
Net Income	$176K
Employer EIN	462170620
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Boon Capital Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Boon Capital Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Boon Capital Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Shehar Corporation 401(k) Profit Sharing Plan in FL ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Shehar Corporation 401(k) Profit Sharing Plan (FL) $1M · 2
Alan R. Owen, Dds, Inc. 401(k) (OK) $1M · 5
Accompany Health, Inc. 401(k) Plan (MD) $1M · 15
Accu Dental & Orthodontics 401(k) Plan (CA) $1M · 91

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Boon Capital Advisors, LLC 401(k) Plan assets move in 2023? ▼

Boon Capital Advisors, LLC 401(k) Plan grew sharply - up 20.5% during 2023, from $857K to $1M. Reported net income was $176K.

How have Boon Capital Advisors, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Boon Capital Advisors, LLC's sponsor-wide assets grew 43.2%, from $857K to $1M.

Where does Boon Capital Advisors, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Boon Capital Advisors, LLC 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Boon Capital Advisors, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Shehar Corporation 401(k) Profit Sharing Plan in FL ($1M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Boon Capital Advisors, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462170620.