Other · DOL Form 5500 · 2024

Boone Health, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
N/A
Participants Small participant base
69th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Boone Health 403(b) · Sponsored by Boone Health, Inc. · Missouri · Healthcare & Social Assistance

$19M in assets, N/A participants

Boone Health, Inc.'s Boone Health 403(b) reported $19M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,533 in Healthcare & Social Assistance (16,916 peers)

Boone Health, Inc. multi-year trail

Boone Health, Inc.'s plans moved +153.6% in assets from 2022 to 2024; this filing shows Boone Health 403(b) at $19M / N/A participants.

#12,533
in Healthcare & Social Assistance (16,916 peers)
$1M
reported net income

Boone Health 403(b)'s outsized position by total assets

Boone Health 403(b) vs every filed plan by assets

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

$19,124,630 Top 31% higher than 69% 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 403(b) reported participants fell from 187 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Boone Health 403(b) reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Boone Health 403(b) end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850769204 · Boone Health, Inc. PY 2024 · Other

Boone Health 403(b) · $19M · N/A · 69th

  • BOOK $19M
  • VS-ST N/A
  • BOY 69th
  • SCH Other
  • EBSA near Kkv Retirement Plan
  • PART ind #12533

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 403(b) in the asset neighbourhood

Employee Benefit Plan of Summit Plastics, Inc.Employee Benefit Plan of Sum…$19MBoone Health 403(b)$19MKkv Retirement Plan$19MJohnson Controls De Puerto Rico, Inc. Savings and Investment PlanJohnson Controls De Puerto R…$19MSayre School 403(b) DC Plan$19M
End-of-year total assets ($M) among Boone Health 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Boone Health, Inc. multi-year asset trail

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

Boone Health, Inc. filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN850769204
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Boone Health 403(b) vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Boone Health 403(b), Total assets ($B): 0.01912463 · Participants: 0Boone Health 403(b)Washington University Retirement Savings Plan, Total assets ($B): 7.483617782 · Participants: 26975Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 1.11706285 · Participants: 9184Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($B): 0.963703766 · Participants: 13001Cox Savings Incentive PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.962438566 · Participants: 4219Saint Louis University 403(b) Annuity PlanUniversity Health 403(b) Plan, Total assets ($B): 0.296716037 · Participants: 4646University Health 403(b) Plan
Boone Health 403(b) vs. nearby Other plans in Missouri, assets vs. participants

Boone Health 403(b)'s closest out-of-state Other peers by assets

Outside Missouri, the nearest Other by end-of-year assets is Kkv Retirement Plan in HI at $19M (this filing: $19M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

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.
Which Other plans are similar in size to Boone Health 403(b)? ▼
Among Other plans in other states, the closest by assets is Kkv Retirement Plan in HI ($19M, 281 participants).