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Department of Labor filing

BOONE TRANSPORTATION, INC.

BOONE TRANSPORTATION, INC. RETIREMENT PLAN · For the plan year ended Aug 31, 2025

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Public filing 2024 · received Jun 11, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

78filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,316

Reported employer contributions per active participant.

Higher than about 70% of comparable plans
#People in the filing
148

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$8 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 97% of comparable plans
↗Investment performance
Not available

Plan assets changed 10.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202478out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions70th percentileTypical peer $791 · based on 69 comparable plans
Lower reported administrative expense97th percentileTypical peer $59 · based on 74 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Aug 31, 2025, BOONE TRANSPORTATION, INC. reported $194,700 in employer contributions across the plan and 148 active participants. That works out to $1,316 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy87%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 12.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 38.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context78/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$194,700
Participant contributions
$0
Other contributions
$0
Employer share of reported contributions
100.0%
Beginning assets
$4,495,618
Ending assets
$4,961,304
Ending net assets
$4,961,304
Ending liabilities
$0
Total income
$600,243
Total expenses
$134,557
Administrative expenses
$1,118
Participant loans
$0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2023
$1,505
2024
$1,316
Plan-paid administrative expenses per participant
2023
$12
2024
$8
Active participants
2023
126
2024
148
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,3161485M20260611135651NAL0005340513001
2023$1,5051264.5M20250613143154NAL0017962945001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
850265591-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Sep 1, 1994
Industry
Transportation and warehousing
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G2E2J2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260611135651NAL0005340513001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗