Other · DOL Form 5500 · 2024
Boone Health, Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- N/A
- Participants
- 69th
- Percentile by assets
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.
- 69th percentile by assets (of 123,622 plans)
- #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.
- $19M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 69th
- percentile by assets (of 123,622 plans)
- $1M
- reported net income
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.
Boone Health, Inc. across 3 plan years on file
Across the 3 plan years Boone Health, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $125M to $318M, a gain of 153.6%, while reported participants moved from 2,037 to 2,167 (+6.4%). Peak year by sponsor assets: 2024 ($318M); trough: 2022 ($125M).
Boone Health, Inc. multi-year asset trail
| 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 EIN | 850769204 |
| Plan Effective Date | 2021-04-01 |
| Filing Status | FILING 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
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
Similar-Sized Other Plans Nationally
Other plans in other states closest to Boone Health 403(b) by total assets, not by location.
- Kkv Retirement Plan (HI) $19M · 281
- Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan (PR) $19M · 76
- Employee Benefit Plan of Summit Plastics, Inc. (MS) $19M · 279
- Sayre School 403(b) DC Plan (KY) $19M · 179
Frequently Asked Questions
How have Boone Health, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Boone Health 403(b)? ▼
Next read for Boone Health 403(b)
Multi-year trail
Ways to act on Boone Health 403(b)'s numbers.
- By total assets, Boone Health 403(b) ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Missouri. Compare plans
- Boone Health, Inc.'s sponsor-wide assets have grown 153.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans