Defined Benefit (Pension) · DOL Form 5500 · 2023

Shearer & Bonney, P.C. Pension Plan

Data updated 2026-08-11

$747K
Total assets
2
Participants
21st
Percentile by assets
$373,254
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Shearer & Bonney, P.C. Cash Balance Plan · Sponsored by Shearer & Bonney, P.C. · Idaho · Professional & Technical Services

$747K in assets, 2 participants

Shearer & Bonney, P.C.'s Shearer & Bonney, P.C. Cash Balance Plan reported $747K in total assets and 2 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)
  • #3,304 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, P.C. Cash Balance Plan at $747K / 2 participants.

$747K
total plan assets (2023 EOY)
2
covered participants
21st
percentile by assets (of 127,072 plans)
$373,254
avg assets per participant

Where Shearer & Bonney, P.C. Cash Balance Plan sits by total assets

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

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

$746,507 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

  • Shearer & Bonney, P.C. Cash Balance Plan reported net income rose from $22K in the plan year 2022 filing to $194K in the plan year 2023 filing.
  • Shearer & Bonney, P.C. Cash Balance Plan end-of-year assets rose from $553K in the plan year 2022 filing to $747K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Idaho
Industry
Professional & Technical Services

Shearer & Bonney, P.C. across 3 plan years on file

Across the 3 plan years Shearer & Bonney, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $1, a decline of 100.0%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2023 ($2M); trough: 2024 ($1).

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

$-1M$0M$1M$2M 202220232024 $1.36M $0M ▼ -100.0%
Total plan assets by year, all Shearer & Bonney, P.C. plans on file
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)$553K
Net Assets (End of Year)$747K
Net Income$194K
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 -0.500.511.522.5 Total assets ($B) Participants Shearer & Bonney, P.…, Total assets ($B): 0.000746507 · Participants: 2Shearer & Bonney, P.…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…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Shearer & Bonney, P.C. Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Shearer & Bonney, P.C. Cash Balance Plan assets move in 2023? ▼
Shearer & Bonney, P.C. Cash Balance Plan surged - up 35.0% during 2023, from $553K to $747K. Reported net income was $194K.
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 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 Shearer & Bonney, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oddworld Inhabitants Inc Defined Benefit Pension Plan in AZ ($747K, 2 participants).

Next read for Shearer & Bonney, P.C. Cash Balance Plan

Multi-year trail

Ways to act on Shearer & Bonney, P.C. 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 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.