401(k) · DOL Form 5500 · 2024
Boon Capital Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $613,455
- Avg per participant High balance/head
Official DOL plan name: Boon Capital Advisors, LLC 401(k) Plan · Sponsored by Boon Capital Advisors, LLC · Illinois · Finance & Insurance
$1M in assets, 2 participants
Boon Capital Advisors, LLC's Boon Capital Advisors, LLC 401(k) Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #1,260 in Finance & Insurance (8,549 peers)
Boon Capital Advisors, LLC multi-year trail
Boon Capital Advisors, LLC's plans moved +43.2% in assets from 2022 to 2024; this filing shows Boon Capital Advisors, LLC 401(k) Plan at $1M / 2 participants.
- #1,260
- in Finance & Insurance (8,549 peers)
- +18.9%
- assets growth YoY
Boon Capital Advisors, LLC 401(k) Plan among the smaller filed plans by assets
Boon Capital Advisors, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,226,909 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Boon Capital Advisors, LLC 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boon Capital Advisors, LLC 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boon Capital Advisors, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Boon Capital Advisors, LLC 401(k) Plan reported net income rose from $176K in the plan year 2023 filing to $195K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 462170620 · Boon Capital Advisors, LLC PY 2024 · 401(k)
Boon Capital Advisors, LLC 401(k) Plan · $1M · 2 · 25th
- PART $1M
- TYPE 2
- NET 25th
- BOOK 401(k)
- VS-ST near Capstan California Tax Favored Savings & Investment Plan
- BOY ind #1260
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 Finance & Insurance retirement plans → · Plans in Illinois →
Boon Capital Advisors, LLC 401(k) Plan in the asset neighbourhood
Boon Capital Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Boon Capital Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 43.22942689971095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $857K |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
Boon Capital Advisors, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $195K |
| Employer EIN | 462170620 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Boon Capital Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Capstan California Tax Favored Savings & Investment Plan in CA ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.