Defined Benefit (Pension) · DOL Form 5500 · 2022

Shearer & Bonney, P.C. Pension Plan

Data updated 2026-08-25

$553K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$276,448
Avg per participant High balance/head
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Official DOL plan name: Shearer & Bonney, P.C. Cash Balance Plan · Sponsored by Shearer & Bonney, P.C. · Idaho · Professional & Technical Services

$553K in assets, 2 participants

Shearer & Bonney, P.C.'s Shearer & Bonney, P.C. Cash Balance Plan reported $553K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,337 in Professional & Technical Services (21,562 peers)

Shearer & Bonney, P.C. multi-year trail

Shearer & Bonney, P.C.'s plans moved -100.0% in assets from 2022 to 2024; this filing shows Shearer & Bonney, P.C. Cash Balance Plan at $553K / 2 participants.

#3,337
in Professional & Technical Services (21,562 peers)
+4.1%
assets growth YoY

Shearer & Bonney, P.C. Cash Balance Plan among the smaller filed plans by assets

Shearer & Bonney, P.C. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$552,896 19th percentile higher than 19% of 139,123 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 2022

Shearer & Bonney, P.C. Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shearer & Bonney, P.C. Cash Balance Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 450512011 · Shearer & Bonney, P.C. PY 2022 · Defined Benefit (Pension)

Shearer & Bonney, P.C. Cash Balance Plan · $553K · 2 · 19th

  • BOOK $553K
  • BOOK 2
  • BOOK 19th
  • BOOK Defined Benefit (Pension)
  • BOOK near Precision Electrical Contractors, Inc. Defined Benefit Plan
  • BOOK ind #3337

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 Professional & Technical Services retirement plans → · Plans in Idaho →

Shearer & Bonney, P.C. Cash Balance Plan in the asset neighbourhood

Gsg Capital Advisors Cash Balance PlanGsg Capital Advisors Cash Ba…$558KO'brien Rivamonte Slate & Schulte PC Cash Balance PlanO'brien Rivamonte Slate & Sc…$558KShearer & Bonney, P.C. Cash Balance PlanShearer & Bonney, P.C. Cash …$553KPrecision Electrical Contractors, Inc. Defined Benefit PlanPrecision Electrical Contrac…$554KYokohama Tire Corporation Frozen Non-ContributoryYokohama Tire Corporation Fr…$547K
End-of-year total assets ($M) among Shearer & Bonney, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Shearer & Bonney, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Shearer & Bonney, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1 99.99992624433187% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.36M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 4 $1M
2023 2 4 $2M
2024 2 4 $1

Shearer & Bonney, P.C. filing trail (2022)

Total Assets (Beginning of Year)$531K
Net Assets (End of Year)$553K
Net Income$22K
Employer EIN450512011
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shearer & Bonney, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants Shearer & Bonney, P.C. Cash Balance Plan, Total assets ($B): 0.000552896 · Participants: 2Shearer & Bonney, P.C. Cash Balance PlanIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 1.804565982 · Participants: 1166Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.88786635 · Participants: 2009Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.229726053 · Participants: 5165Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.178987222 · Participants: 891Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.144101084 · Participants: 268St. Luke's Health System Basic Pension Plan
Shearer & Bonney, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Shearer & Bonney, P.C. Cash Balance Plan side-by-side with 3 peers →

Shearer & Bonney, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Precision Electrical Contractors, Inc. Defined Benefit Plan in WI ($554K); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shearer & Bonney, P.C. Cash Balance Plan assets move in 2022? ▼
Shearer & Bonney, P.C. Cash Balance Plan edged up modestly - up 4.1% during 2022, from $531K to $553K. Reported net income was $22K.
How have Shearer & Bonney, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shearer & Bonney, P.C.'s sponsor-wide assets declined 100.0%, from $1M to $1.
Where does Shearer & Bonney, P.C. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Shearer & Bonney, P.C. Cash Balance Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Shearer & Bonney, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Precision Electrical Contractors, Inc. Defined Benefit Plan in WI ($554K, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shearer & Bonney, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 450512011.

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.