401(k) · DOL Form 5500 · 2023
Shearer & Bonney, P.C. 401(k) Plan
Data updated 2026-08-25
- $967K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $483,527
- Avg per participant High balance/head
Official DOL plan name: Shearer & Bonney PC Profit Sharing Plan · Sponsored by Shearer & Bonney, P.C. · Idaho · Professional & Technical Services
$967K in assets, 2 participants
Shearer & Bonney, P.C.'s Shearer & Bonney PC Profit Sharing Plan reported $967K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,754 in Professional & Technical Services (20,321 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 PC Profit Sharing Plan at $967K / 2 participants.
- #3,754
- in Professional & Technical Services (20,321 peers)
- +20.4%
- assets growth YoY
Shearer & Bonney PC Profit Sharing Plan among the smaller filed plans by assets
Shearer & Bonney PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$967,054 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shearer & Bonney PC Profit Sharing 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. Shearer & Bonney PC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shearer & Bonney PC Profit Sharing Plan reported net income rose from -$129K in the plan year 2022 filing to $164K in the plan year 2023 filing.
- Shearer & Bonney PC Profit Sharing Plan end-of-year assets rose from $803K in the plan year 2022 filing to $967K in the plan year 2023 filing.
DOL schedule card
Filing strip 450512011 · Shearer & Bonney, P.C. PY 2023 · 401(k)
Shearer & Bonney PC Profit Sharing Plan · $967K · 2 · 23rd
- IND $967K
- IND 2
- IND 23rd
- IND 401(k)
- IND near Cojo Holdings Inc 401(k) Plan
- IND ind #3754
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 PC Profit Sharing Plan in the asset neighbourhood
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $1M |
| 2023 | 2 | 4 | $2M |
| 2024 | 2 | 4 | $1 |
Shearer & Bonney, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $803K |
|---|---|
| Net Assets (End of Year) | $967K |
| Net Income | $164K |
| Employer EIN | 450512011 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
- Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
- Simplot Retirement Savings Plan $1.4B · 8,746
- Idaho Power Company Employee Savings Plan $794M · 2,089
- Boise Cascade Company Savings Plan $656M · 3,476
Shearer & Bonney PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Cojo Holdings Inc 401(k) Plan in GA ($967K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($967K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.