401(k) · DOL Form 5500 · 2023

Boone Health, Inc. 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
1,969
Participants Near avg headcount
93rd
Percentile by assets National rank
$68,143
Avg per participant Below avg balance/head
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Official DOL plan name: Boone Health 401(k) · Sponsored by Boone Health, Inc. · Missouri · Healthcare & Social Assistance

$134M in assets, 1,969 participants

Boone Health, Inc.'s Boone Health 401(k) reported $134M in total assets and 1,969 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,605 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Boone Health 401(k) covers 1,969 participants in Missouri, 2.7x the typical Missouri plan (state average ~737 per filing). Assets: $134M.

#16,605
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY
1.3×
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 2023 · DOL Form 5500

$134,172,827 Top 7% higher than 93% 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

Boone Health 401(k)'s large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boone Health 401(k) lands in the large band (1,969 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boone Health 401(k) reported net income rose from -$13M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Boone Health 401(k) end-of-year assets rose from $109M in the plan year 2022 filing to $134M in the plan year 2023 filing.
  • Boone Health 401(k) reported participants rose from 1,836 in the plan year 2022 filing to 1,969 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850769204 · Boone Health, Inc. PY 2023 · 401(k)

Boone Health 401(k) · $134M · 1,969 · 93rd

  • 5500 $134M
  • ASSETS 1,969
  • PCT 93rd
  • EIN 401(k)
  • RANK near Helios Technologies, Inc. 401(k) Retirement Plan
  • PHOTO ind #16605

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

Kemin Worldwide Holdings, Inc. Savings PlanKemin Worldwide Holdings, In…$134MHelios Technologies, Inc. 401(k) Retirement PlanHelios Technologies, Inc. 40…$134MBoone Health 401(k)$134MGroup 1001 401(k) Savings PlanGroup 1001 401(k) Savings Pl…$134MTns 401(k) Retirement Savings PlanTns 401(k) Retirement Saving…$134M
End-of-year total assets ($M) among Boone Health 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$134M
Net Income$25M
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): 0.134172827 · Participants: 1969Boone Health 401(k)Edward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Boone Health 401(k) vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Boone Health 401(k) side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Helios Technologies, Inc. 401(k) Retirement Plan in FL ($134M); by covered participants it is Sunstate Equipment Co., LLC Retirement Savings Plan and Trust in AZ (1,969 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,969 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 Boone Health 401(k) assets move in 2023? ▼
Boone Health 401(k) grew sharply - up 22.9% during 2023, from $109M to $134M. Reported net income was $25M.
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 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Helios Technologies, Inc. 401(k) Retirement Plan in FL ($134M, 1,269 participants).
Which 401(k) plans cover a similar participant headcount to Boone Health 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunstate Equipment Co., LLC Retirement Savings Plan and Trust in AZ (1,969 participants, $139M 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 850769204.

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.