401(k) · DOL Form 5500 · 2023

Boen & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 29
Participants Small participant base: 47th
Percentile by assets National rank: $200,912
Avg per participant Above avg balance/head

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Official DOL plan name: Boen & Associates, Inc. 401(k) Plan · Sponsored by Boen & Associates, Inc. · Wisconsin · Finance & Insurance

$6M in assets, 29 participants

Boen & Associates, Inc.'s Boen & Associates, Inc. 401(k) Plan reported $6M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#2,994 in Finance & Insurance (8,869 peers)

Boen & Associates, Inc. multi-year trail

Boen & Associates, Inc.'s plans moved +18.3% in assets from 2023 to 2024; this filing shows Boen & Associates, Inc. 401(k) Plan at $6M / 29 participants.

#2,994
in Finance & Insurance (8,869 peers): +12.4%
assets growth YoY

Boen & Associates, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Boen & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$5,826,440 47th percentile higher than 47% 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

Boen & Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boen & Associates, Inc. 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

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%)

Plan-year Form 5500 strip

Filing strip 460308304 · Boen & Associates, Inc. PY 2023 · 401(k)

Boen & Associates, Inc. 401(k) Plan · $6M · 29 · 47th

EOY $6M
5500 29
ASSETS 47th
PCT 401(k)
EIN near Kentucky Rebuild Corporation 401(k) Profit Sharing Plan
RANK ind #2994

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 Wisconsin →

End-of-year total assets ($M) among Boen & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Boen & Associates, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $7M 18.26650579084312% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	29	$6M
2024	1	32	$7M

Boen & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$645K
Employer EIN	460308304
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Boen & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Boen & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Boen & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kentucky Rebuild Corporation 401(k) Profit Sharing Plan in KY ($6M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Kentucky Rebuild Corporation 401(k) Profit Sharing Plan (KY) $6M · 64
Cooper Auto Group 401(k) Plan (OK) $6M · 558
Contract Fabricators, Inc. Retirement Plan (MS) $6M · 123
Dhe Plumbing and Mechanical 401(k) Retirement Plan (MI) $6M · 156

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

Kizer Pharmacy, LLC Safe Harbor 401(k) Plan (TN) 29 · 0 off
Pence Wealth Management, Inc. 401(k) Profit Sharing Plan (CA) 29 · 0 off
Bertrand, Fox & Elliot 401(k) Profit Sharing Plan (CA) 29 · 0 off
Aetos Alternatives Management, LP 401(k) Employee Savings Plan (NY) 29 · 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 Boen & Associates, Inc. 401(k) Plan assets move in 2023? ▼

Boen & Associates, Inc. 401(k) Plan grew at a solid clip - up 12.4% during 2023, from $5M to $6M. Reported net income was $645K.

How have Boen & Associates, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Boen & Associates, Inc.'s sponsor-wide assets grew 18.3%, from $6M to $7M.

Which 401(k) plans are similar in size to Boen & Associates, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kentucky Rebuild Corporation 401(k) Profit Sharing Plan in KY ($6M, 64 participants).

Which 401(k) plans cover a similar participant headcount to Boen & Associates, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 460308304.