Defined Benefit (Pension) · DOL Form 5500 · 2023

Poole Joint Replacement Specialists Pension Plan

Data updated 2026-08-11

$704K
Total assets
9
Participants
21st
Percentile by assets
$78,219
Avg per participant
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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

$704K in assets, 9 participants

Poole Joint Replacement Specialists's Poole Joint Replacement Specialists Cash Balance Plan reported $704K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 127,072 plans)
  • #2,857 in Healthcare & Social Assistance (17,684 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 $704K / 9 participants.

$704K
total plan assets (2023 EOY)
9
covered participants
21st
percentile by assets (of 127,072 plans)
$78,219
avg assets per participant

Where Poole Joint Replacement Specialists Cash Balance Plan sits by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$703,972 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Poole Joint Replacement Specialists Cash Balance Plan reported net income rose from $93K in the plan year 2022 filing to $190K in the plan year 2023 filing.
  • Poole Joint Replacement Specialists Cash Balance Plan end-of-year assets rose from $514K in the plan year 2022 filing to $704K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Idaho
Industry
Healthcare & Social Assistance

Poole Joint Replacement Specialists across 2 plan years on file

Across the 2 plan years Poole Joint Replacement Specialists has on file (2022-2023), sponsor-wide plan assets have moved from $514K to $704K, a gain of 37.0%, while reported participants moved from 9 to 9 (+0.0%).

Poole Joint Replacement Specialists multi-year asset trail

$0.4M$0.5M$0.6M$0.7M$0.8M 20222023 $0.51M $0.7M ▲ +37.3%
Total plan assets by year, all Poole Joint Replacement Specialists plans on file
Year Plans Participants Total Assets
2022 1 9 $514K
2023 1 9 $704K

Poole Joint Replacement Specialists filing trail (2023)

Total Assets (Beginning of Year)$514K
Net Assets (End of Year)$704K
Net Income$190K
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 -0.500.511.522.5 Total assets ($B) Participants Poole Joint Replacem…, Total assets ($B): 0.000703972 · Participants: 9Poole Joint Replacem…Idaho National Labor…, Total assets ($B): 2.108067181 · Participants: 1037Idaho National Labor…Retirement Plan of I…, Total assets ($B): 0.937762817 · Participants: 2075Retirement Plan of I…Shaws Supermarkets, …, Total assets ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, …Amalgamated Sugar Co…, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Co…St. Luke's Health Sy…, Total assets ($B): 0.153694771 · Participants: 244St. Luke's Health Sy…
Poole Joint Replacement Specialists Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Poole Joint Replacement Specialists Cash… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Poole Joint Replacement Specialists Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Poole Joint Replacement Specialists Cash Balance Plan assets move in 2023? ▼
Poole Joint Replacement Specialists Cash Balance Plan surged - up 37.0% during 2023, from $514K to $704K. Reported net income was $190K.
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 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Dsvalencia1970, Inc. Cash Balance Account Plan in CA ($704K, 3 participants).

Next read for Poole Joint Replacement Specialists Cash…

Multi-year trail

Ways to act on Poole Joint Replacement Specialists Cash Balance Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.