401(k) · DOL Form 5500 · 2023

Boots Retail USA, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
109
Participants Small participant base
57th
Percentile by assets National rank
$85,557
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Boots Retail USA, Inc. 401(k) Plan · Sponsored by Boots Retail USA, Inc. · New York · Wholesale Trade

$9M in assets, 109 participants

Boots Retail USA, Inc.'s Boots Retail USA, Inc. 401(k) Plan reported $9M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,066 in Wholesale Trade (6,309 peers)

Coverage in New York

Boots Retail USA, Inc. 401(k) Plan covers 109 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $9M.

#3,066
in Wholesale Trade (6,309 peers)
+21.0%
assets growth YoY

Boots Retail USA, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Boots Retail USA, Inc. 401(k) Plan vs every filed plan by assets

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

$9,325,683 Top 43% higher than 57% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Boots Retail USA, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boots Retail USA, Inc. 401(k) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boots Retail USA, Inc. 401(k) Plan reported net income rose from -$412K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Boots Retail USA, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Boots Retail USA, Inc. 401(k) Plan reported participants fell from 117 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 020613669 · Boots Retail USA, Inc. PY 2023 · 401(k)

Boots Retail USA, Inc. 401(k) Plan · $9M · 109 · 57th

  • BOOK $9M
  • BOOK 109
  • BOOK 57th
  • BOOK 401(k)
  • BOOK near Informdata LLC 401(k) Plan
  • BOOK ind #3066

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 Wholesale Trade retirement plans → · Plans in New York →

Boots Retail USA, Inc. 401(k) Plan in the asset neighbourhood

Boots Retail USA, Inc. 401(k) PlanBoots Retail USA, Inc. 401(k…$9MInformdata LLC 401(k) Plan$9MDecoart, Inc. 401(k) Profit Sharing PlanDecoart, Inc. 401(k) Profit …$9MRefinery Terminal Fire Company 401(k) Profit Sharing PlanRefinery Terminal Fire Compa…$9MMadison Medical 401(k) Plan$9M
End-of-year total assets ($M) among Boots Retail USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN020613669
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boots Retail USA, Inc.)

Sponsor-wide plan assets over time

All Boots Retail USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 39.77167252695505% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.71M $10.8M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 117 $8M
2023 1 109 $9M
2024 1 92 $11M

Nearby 401(k) Plans in New York

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

Boots Retail USA, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Boots Retail USA, Inc. 401(k) Plan, Total assets ($B): 0.009325683 · Participants: 109Boots Retail USA, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Boots Retail USA, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Boots Retail USA, Inc. 401(k) Plan side-by-side with 3 peers →

Boots Retail USA, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Informdata LLC 401(k) Plan in GA ($9M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

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 Boots Retail USA, Inc. 401(k) Plan assets move in 2023? ▼
Boots Retail USA, Inc. 401(k) Plan grew sharply - up 21.0% during 2023, from $8M to $9M. Reported net income was $2M.
How have Boots Retail USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boots Retail USA, Inc.'s sponsor-wide assets grew 39.8%, from $8M to $11M.
Which 401(k) plans are similar in size to Boots Retail USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Informdata LLC 401(k) Plan in GA ($9M, 1,060 participants).
Which 401(k) plans cover a similar participant headcount to Boots Retail USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 020613669.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.