Other · DOL Form 5500 · 2023

Boone Health, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 187
Participants Below avg headcount: 70th
Percentile by assets National rank: $92,824
Avg per participant Below avg balance/head

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

$17M in assets, 187 participants

Boone Health, Inc.'s Boone Health 403(b) reported $17M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

#13,212 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Boone Health 403(b) covers 187 participants in Missouri, about 25% of the average Missouri filer (state average ~737 per filing). Assets: $17M.

#13,212
in Healthcare & Social Assistance (17,684 peers): +7.2%
assets growth YoY

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 2023 · DOL Form 5500

$17,358,062 Top 30% higher than 70% of 127,068 filed plans

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

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

Boone Health 403(b) 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. Boone Health 403(b) sits mid-pack in the medium band (187 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Boone Health 403(b) reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Boone Health 403(b) end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Boone Health 403(b) reported participants fell from 201 in the plan year 2022 filing to 187 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 · Other

Boone Health 403(b) · $17M · 187 · 70th

PCT $17M
PCT 187
PCT 70th
PCT Other
PCT near Montgomery Hospice Ee & Er Contribution Plan
PCT ind #13212

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 →

End-of-year total assets ($M) among Boone Health 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$17M
Net Income	$1M
Employer EIN	850769204
Plan Effective Date	2021-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Boone Health, Inc.)

Latest sponsor-wide plan assets: $318M 153.61084113208454% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	2,037	$125M
2023	2	2,156	$152M
2024	4	2,167	$318M

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 $6.7B · 25,521
Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
Saint Louis University 403(b) Annuity Plan $910M · 4,784
Cox Savings Incentive Plan $836M · 12,220
Bjc 403(b) Plan $448M · 5,284

Compare Boone Health 403(b) side-by-side with 3 peers →

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

Outside Missouri, the nearest Other by assets is Montgomery Hospice Ee & Er Contribution Plan in MD ($17M); by covered participants it is Queens University of Charlotte Tda Plan in NC (187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Montgomery Hospice Ee & Er Contribution Plan (MD) $17M · 273
Central Valley Medical Center 403(b) Retirement Plan (UT) $17M · 356
St. Thomas School DC Retirement Plan (WA) $17M · 83
Florida State University Foundation, Inc. 403(b) Defined Contribution Plan (FL) $17M · 172

Similar participant headcount

Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.

Queens University of Charlotte Tda Plan (NC) 187 · 0 off
Lincoln Primary Care Center, Inc. 403(b) DC Plan (WV) 187 · 0 off
Oregon Public Broadcasting Defined Contribution Retirement Plan (OR) 187 · 0 off
Horizon House 403(b) Plan (WA) 187 · 0 off

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 403(b) assets move in 2023? ▼

Boone Health 403(b) grew at a solid clip - up 7.2% during 2023, from $16M to $17M. Reported net income was $1M.

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 Montgomery Hospice Ee & Er Contribution Plan in MD ($17M, 273 participants).

Which Other plans cover a similar participant headcount to Boone Health 403(b)? ▼

Among Other plans in other states, the closest by covered participants is Queens University of Charlotte Tda Plan in NC (187 participants, N/A 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.