Defined Benefit (Pension) · DOL Form 5500 · 2023

Poole Joint Replacement Specialists Pension Plan

Data updated 2026-08-25

$704K
Total assets Small plan by assets
9
Participants Small participant base
21st
Percentile by assets National rank
$78,219
Avg per participant Below avg 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

$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.

  • #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.

#2,857
in Healthcare & Social Assistance (17,684 peers)
+37.0%
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 2023 · DOL Form 5500

$703,972 21st percentile higher than 21% of 127,068 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 2023

Poole Joint Replacement Specialists Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 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.

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 →

Plan-year Form 5500 strip

Filing strip 832512330 · Poole Joint Replacement Specialists PY 2023 · Defined Benefit (Pension)

Poole Joint Replacement Specialists Cash Balance Plan · $704K · 9 · 21st

  • EIN $704K
  • EIN 9
  • EIN 21st
  • EIN Defined Benefit (Pension)
  • EIN near Dsvalencia1970, Inc. Cash Balance Account Plan
  • EIN ind #2857

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

North Shore Holdings Associates, Inc. Defined Benefit Pension PlanNorth Shore Holdings Associa…$706KPoole Joint Replacement Specialists Cash Balance PlanPoole Joint Replacement Spec…$704KDsvalencia1970, Inc. Cash Balance Account PlanDsvalencia1970, Inc. Cash Ba…$704KSterling Builder Group, Inc. DB PlanSterling Builder Group, Inc.…$701KRivercap Holdings, LLC Cash Balance Pension Plan and TrustRivercap Holdings, LLC Cash …$700K
End-of-year total assets ($M) among Poole Joint Replacement Specialists Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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 (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 ($B) Participants Poole Joint Replacement Specialists Cash Balance Plan, Total assets ($B): 0.000703972 · Participants: 9Poole Joint Replacement Specialists Cash Balance PlanIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.108067181 · Participants: 1037Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.937762817 · Participants: 2075Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.153694771 · Participants: 244St. 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 Dsvalencia1970, Inc. Cash Balance Account Plan in CA ($704K); by covered participants it is Symphony Management Cash Balance Plan in FL (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 2023. 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 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).
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 Symphony Management Cash Balance Plan in FL (9 participants, $3M in assets).

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.