Boeing Intelligence & Analytics 401(k) Review & Grade
Boeing Intelligence & Analytics 401(k) Profit Sharing Plan
Annapolis Junction, MDProfessional, Scientific & Technical Services534 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$15,121Employer $ per active participant
$13,519Employee $ saved per active participant
0.21%Direct admin cost, % of plan assets
$101.9MNet plan assets, end of year
$123,228Average balance per account
Score breakdown
- Employer generosity48.9 / 5098th percentile for employer $ per participant
- Low cost13.1 / 2552th percentile for low admin cost vs. same-size plans
- Employee saving12.4 / 1582th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score77 / 100 · Grade A
This plan vs. peers
Peers: Professional, Scientific & Technical Services plans with 500–2,499 active participants (1,469 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 98th |
| Lower admin cost | 52th |
| Employee saving | 82th |
| Peers that auto-enroll | 48% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Boeing Intelligence & Analytics put in about $15,121 per active participant, more than the typical peer ($3,082). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $8,074,383 |
| Participant (employee) contributions | $7,219,409 |
| Other contributions (incl. rollovers in) | $883,891 |
| Administrative expenses paid from the plan | $198,091 |
| Investment advisory & management fees | $132,490 |
| Benefits paid out | $10,716,243 |
| Net assets, start / end of year | $84.9M / $101.9M |
| Active participants, start / end of year | 479 / 589 |
| Participants with account balances | 827 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Baker Tilly US, LLP |
Largest service providers (Schedule C)
| Wells Fargo Clearing Services LLC | $132,490 reported compensation |
| Fid Inv Inst Ops Co | $65,601 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250707064913NAL0005008064001, received 2025-07-07, EIN 27-0004739, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.