Other · DOL Form 5500 · 2024
Boone Health, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $139,352
- Avg per participant Near avg balance/head
Official DOL plan name: Boone Health 403(b) · Sponsored by Boone Health, Inc. · Missouri · Healthcare & Social Assistance
$18M in assets, 127 participants
Boone Health, Inc.'s Boone Health 403(b) reported $18M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,289 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Boone Health 403(b) covers 127 participants in Missouri, about 17% of the average Missouri filer (state average ~737 per filing). Assets: $18M.
- #12,289
- in Healthcare & Social Assistance (16,916 peers)
- +2.0%
- 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 2024 · DOL Form 5500
$17,697,753 Top 32% higher than 68% 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
Boone Health 403(b) among mid-size filed plans by headcount
Plan-year 2024 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 (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boone Health 403(b) reported net income fell from $1M in the plan year 2023 filing to $312K in the plan year 2024 filing.
- Boone Health 403(b) reported participants fell from 187 in the plan year 2023 filing to 127 in the plan year 2024 filing.
- Boone Health 403(b) end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 850769204 · Boone Health, Inc. PY 2024 · Other
Boone Health 403(b) · $18M · 127 · 68th
- IND $18M
- EOY 127
- 5500 68th
- ASSETS Other
- PCT near Bhcare, Inc. Retirement Plan
- EIN ind #12289
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 403(b) in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $312K |
| Employer EIN | 850769204 |
| Plan Effective Date | 2021-04-01 |
| Filing Status | FILING 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
| 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.
- 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
Boone Health 403(b)'s out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Bhcare, Inc. Retirement Plan in CT ($18M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Bhcare, Inc. Retirement Plan (CT) $18M · 328
- Lamprey Health Care 403(b) Plan (NH) $18M · 208
- Imagine! 403(b) Plan (CO) $18M · 302
- Vna of Texas 403(b) Retirement Plan (TX) $18M · 266
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Port Newark Maintenance & Repair 401(k) Plan (AZ) 127 · 0 off
- Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan (WA) 127 · 0 off
- Kcrw 403(b) DC Plan (CA) 127 · 0 off
- Westminster School 403(b) DC Plan (OK) 127 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.