401(k) · DOL Form 5500 · 2024

Boone Health, Inc. 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
N/A
Participants Small participant base
92nd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Boone Health 401(k) · Sponsored by Boone Health, Inc. · Missouri · Healthcare & Social Assistance

$122M in assets, N/A participants

Boone Health, Inc.'s Boone Health 401(k) reported $122M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,707 in Healthcare & Social Assistance (16,916 peers)

Where Boone Health 401(k) sits by assets

Boone Health 401(k) sits in the top 10% of all filed plans by assets, $122M for N/A participants.

#15,707
in Healthcare & Social Assistance (16,916 peers)
$11M
reported net income
1.2×
vs typical plan assets (national mean)

Boone Health 401(k)'s outsized position by total assets

Boone Health 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$122,125,200 Top 8% higher than 92% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boone Health 401(k) reported participants fell from 1,969 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Boone Health 401(k) reported net income fell from $25M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Boone Health 401(k) end-of-year assets fell from $134M in the plan year 2023 filing to $122M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 850769204 · Boone Health, Inc. PY 2024 · 401(k)

Boone Health 401(k) · $122M · N/A · 92nd

  • 5500 $122M
  • ASSETS N/A
  • PCT 92nd
  • EIN 401(k)
  • RANK near Shamrock Trading Corporation 401(k) Profit Sharing Plan
  • PHOTO ind #15707

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Boone Health 401(k) in the asset neighbourhood

Fiskars Group 401(k) Retirement Savings PlanFiskars Group 401(k) Retirem…$122MShamrock Trading Corporation 401(k) Profit Sharing PlanShamrock Trading Corporation…$122MBoone Health 401(k)$122MHelix Energy Solutions Group Inc. Employees' 401(k) Savings PlanHelix Energy Solutions Group…$122MFox Management Rehabilitation Services LLC 401(k) PlanFox Management Rehabilitatio…$122M
End-of-year total assets ($M) among Boone Health 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$122M
Net Income$11M
Employer EIN850769204
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boone Health, Inc.)

Sponsor-wide plan assets over time

All Boone Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$318M 153.61084113208454% vs 2022
2024 filing year
$100M$200M$300M$400M 202220232024 $125M $318M ▲ +153.6%
Year Plans Participants Total Assets
2022 2 2,037 $125M
2023 2 2,156 $152M
2024 4 2,167 $318M

Nearby 401(k) Plans in Missouri

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

Boone Health 401(k) vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Boone Health 401(k), Total assets ($B): 0.1221252 · Participants: 0Boone Health 401(k)Edward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Boone Health 401(k) vs. nearby 401(k) plans in Missouri, assets vs. participants

Boone Health 401(k)'s closest out-of-state 401(k) peers by assets

Outside Missouri, the nearest 401(k) by end-of-year assets is Shamrock Trading Corporation 401(k) Profit Sharing Plan in KS at $122M (this filing: $122M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Boone Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boone Health, Inc.'s sponsor-wide assets grew 153.6%, from $125M to $318M.
Where does Boone Health 401(k) rank by assets among Form 5500 filers? ▼
Boone Health 401(k) ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Boone Health 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Shamrock Trading Corporation 401(k) Profit Sharing Plan in KS ($122M, 2,329 participants).