Defined Benefit (Pension) · DOL Form 5500 · 2022

Poole Joint Replacement Specialists Pension Plan

Data updated 2026-08-25

$514K
Total assets Small plan by assets
9
Participants Small participant base
19th
Percentile by assets National rank
$57,114
Avg per participant Low balance/head
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Official DOL plan name: Poole Joint Replacement Specialists Cash Balance Plan · Sponsored by Poole Joint Replacement Specialists · Idaho · Healthcare & Social Assistance

$514K in assets, 9 participants

Poole Joint Replacement Specialists's Poole Joint Replacement Specialists Cash Balance Plan reported $514K in total assets and 9 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.

  • #2,910 in Healthcare & Social Assistance (20,060 peers)

Poole Joint Replacement Specialists multi-year trail

Poole Joint Replacement Specialists's plans moved +37.0% in assets from 2022 to 2023; this filing shows Poole Joint Replacement Specialists Cash Balance Plan at $514K / 9 participants.

#2,910
in Healthcare & Social Assistance (20,060 peers)
+22.1%
assets growth YoY

Poole Joint Replacement Specialists Cash Balance Plan among the smaller filed plans by assets

Poole Joint Replacement Specialists Cash Balance Plan vs every filed plan by assets

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

$514,026 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

Poole Joint Replacement Specialists 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. Poole Joint Replacement Specialists Cash Balance Plan is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 832512330 · Poole Joint Replacement Specialists PY 2022 · Defined Benefit (Pension)

Poole Joint Replacement Specialists Cash Balance Plan · $514K · 9 · 19th

  • EBSA $514K
  • PART 9
  • TYPE 19th
  • NET Defined Benefit (Pension)
  • BOOK near Manhattan Pain Medicine, PLLC Cash Balance Plan
  • VS-ST ind #2910

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 Idaho →

Poole Joint Replacement Specialists Cash Balance Plan in the asset neighbourhood

Manhattan Pain Medicine, PLLC Cash Balance PlanManhattan Pain Medicine, PLL…$515KFairway Consulting Group Cash Balance PlanFairway Consulting Group Cas…$516KVoith Hydro Hourly Employees Retirement PlanVoith Hydro Hourly Employees…$517KAbralot LLC Defined Benefit Pension PlanAbralot LLC Defined Benefit …$519KPoole Joint Replacement Specialists Cash Balance PlanPoole Joint Replacement Spec…$514K
End-of-year total assets ($M) among Poole Joint Replacement Specialists Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Poole Joint Replacement Specialists multi-year asset trail

Sponsor-wide plan assets over time

All Poole Joint Replacement Specialists plans reported in each filing year

Latest sponsor-wide plan assets
$704K 36.95260551022711% vs 2022
2023 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 20222023 $0.51M $0.7M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 9 $514K
2023 1 9 $704K

Poole Joint Replacement Specialists filing trail (2022)

Total Assets (Beginning of Year)$421K
Net Assets (End of Year)$514K
Net Income$93K
Employer EIN832512330
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Idaho

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

Poole Joint Replacement Specialists 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 ($B) Participants Poole Joint Replacement Specialists Cash Balance Plan, Total assets ($B): 0.000514026 · Participants: 9Poole Joint Replacement Specialists 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
Poole Joint Replacement Specialists Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Poole Joint Replacement Specialists Cash Balance Plan side-by-side with 3 peers →

Poole Joint Replacement Specialists 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 Manhattan Pain Medicine, PLLC Cash Balance Plan in NY ($515K); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Poole Joint Replacement Specialists Cash Balance Plan assets move in 2022? ▼
Poole Joint Replacement Specialists Cash Balance Plan grew sharply - up 22.1% during 2022, from $421K to $514K. Reported net income was $93K.
How have Poole Joint Replacement Specialists plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Poole Joint Replacement Specialists's sponsor-wide assets grew 37.0%, from $514K to $704K.
Where does Poole Joint Replacement Specialists Cash Balance Plan rank by assets among Form 5500 filers? ▼
Poole Joint Replacement Specialists 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 Poole Joint Replacement Specialists Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Manhattan Pain Medicine, PLLC Cash Balance Plan in NY ($515K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Poole Joint Replacement Specialists Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 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 832512330.

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.