401(k) · DOL Form 5500 · 2024

Boen & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
32
Participants Small participant base
48th
Percentile by assets National rank
$215,335
Avg per participant Above avg balance/head
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Official DOL plan name: Boen & Associates, Inc. 401(k) Plan · Sponsored by Boen & Associates, Inc. · South Dakota · Finance & Insurance

$7M in assets, 32 participants

Boen & Associates, Inc.'s Boen & Associates, Inc. 401(k) Plan reported $7M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,811 in Finance & Insurance (8,549 peers)

Boen & Associates, Inc. multi-year trail

Boen & Associates, Inc.'s plans moved +18.3% in assets from 2023 to 2024; this filing shows Boen & Associates, Inc. 401(k) Plan at $7M / 32 participants.

#2,811
in Finance & Insurance (8,549 peers)
+18.3%
assets growth YoY

Boen & Associates, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Boen & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$6,890,727 48th percentile higher than 48% 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

Boen & Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boen & Associates, Inc. 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boen & Associates, Inc. 401(k) Plan reported net income rose from $645K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Boen & Associates, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Boen & Associates, Inc. 401(k) Plan reported participants rose from 29 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 460308304 · Boen & Associates, Inc. PY 2024 · 401(k)

Boen & Associates, Inc. 401(k) Plan · $7M · 32 · 48th

  • BOOK $7M
  • BOOK 32
  • BOOK 48th
  • BOOK 401(k)
  • BOOK near The Crisis Center of Tampa Bay, Inc. 401(k) Plan
  • BOOK ind #2811

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 South Dakota →

Boen & Associates, Inc. 401(k) Plan in the asset neighbourhood

Boen & Associates, Inc. 401(k) PlanBoen & Associates, Inc. 401(…$7MThe Crisis Center of Tampa Bay, Inc. 401(k) PlanThe Crisis Center of Tampa B…$7MDisaster Resource Group LLC 401(k) PlanDisaster Resource Group LLC …$7MSh Franchising, LLC 401(k) PlanSh Franchising, LLC 401(k) P…$7MThe Fletcher-Terry Company, LLC 401(k) Profit Sharing PlanThe Fletcher-Terry Company, …$7M
End-of-year total assets ($M) among Boen & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Boen & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Boen & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 18.26650579084312% vs 2023
2024 filing year
$5.5M$6M$6.5M$7M 20232024 $5.83M $6.89M ▲ +18.2%
Year Plans Participants Total Assets
2023 1 29 $6M
2024 1 32 $7M

Boen & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN460308304
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Boen & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Boen & Associates, Inc. 401(k) Plan, Total assets ($M): 6.890727 · Participants: 32Boen & Associates, Inc. 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Boen & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Boen & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Boen & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is The Crisis Center of Tampa Bay, Inc. 401(k) Plan in FL ($7M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

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 did Boen & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Boen & Associates, Inc. 401(k) Plan grew sharply - up 18.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Boen & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Boen & Associates, Inc.'s sponsor-wide assets grew 18.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Boen & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Crisis Center of Tampa Bay, Inc. 401(k) Plan in FL ($7M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Boen & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460308304.

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.