Defined Benefit (Pension) · DOL Form 5500 · 2023

Shearer & Bonney, P.C. Pension Plan

Data updated 2026-08-25

$747K
Total assets Small plan by assets: 2
Participants Small participant base: 21st
Percentile by assets National rank: $373,254
Avg per participant High balance/head

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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.

#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.

#3,304
in Professional & Technical Services (20,321 peers): +35.0%
assets growth YoY

Shearer & Bonney, P.C. Cash Balance Plan among the smaller filed plans by 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Shearer & Bonney, P.C. 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. Shearer & Bonney, P.C. Cash Balance Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

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 →

EBSA filing schedule strip

Filing strip 450512011 · Shearer & Bonney, P.C. PY 2023 · Defined Benefit (Pension)

Shearer & Bonney, P.C. Cash Balance Plan · $747K · 2 · 21st

NET $747K
BOOK 2
VS-ST 21st
BOY Defined Benefit (Pension)
SCH near Oddworld Inhabitants Inc Defined Benefit Pension Plan
EBSA ind #3304

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 →

End-of-year total assets ($M) among Shearer & Bonney, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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

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)	$553K
Net Assets (End of Year)	$747K
Net Income	$194K
Employer EIN	450512011
Plan Effective Date	2018-01-01
Filing Status	FILING 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

Idaho National Laboratory Employee Retirement Plan $2.1B · 1,037
Retirement Plan of Idaho Power Company $938M · 2,075
Shaws Supermarkets, Inc. Pension Plan for Union Employees $223M · 5,337
Amalgamated Sugar Company Hourly Retirement Plan $214M · 840
St. Luke's Health System Basic Pension Plan $154M · 244

Compare Shearer & Bonney, P.C. Cash Balance Plan side-by-side with 3 peers →

Shearer & Bonney, P.C. 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 Oddworld Inhabitants Inc Defined Benefit Pension Plan in AZ ($747K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($747K here).

Oddworld Inhabitants Inc Defined Benefit Pension Plan (AZ) $747K · 2
Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan (CA) $747K · 6
Retirement Plan of Local 1102 Retirement Fund (NY) $746K · N/A
Hutkin Law Firm, a Professional Corp Cash Balance Plan (CA) $749K · 5

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Lipsius-Benhaim Law LLP Cash Balance Plan (NY) 2 · 0 off
Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan (PA) 2 · 0 off
Baby Dream LLC Defined Benefit Pension Plan (CA) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off

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 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).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Shearer & Bonney, P.C. Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 450512011.