Defined Benefit (Pension) · DOL Form 5500 · 2023

Gem State Radiology LLP Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
103
Participants Small participant base
46th
Percentile by assets National rank
$52,312
Avg per participant Low balance/head
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Official DOL plan name: Gem State Radiology Cash Balance Plan #2 · Sponsored by Gem State Radiology LLP · Idaho · Healthcare & Social Assistance

$5M in assets, 103 participants

Gem State Radiology LLP's Gem State Radiology Cash Balance Plan #2 reported $5M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,848 in Healthcare & Social Assistance (17,684 peers)

Coverage in Idaho

Gem State Radiology Cash Balance Plan #2 covers 103 participants in Idaho, about 30% of the average Idaho filer (state average ~347 per filing). Assets: $5M.

#8,848
in Healthcare & Social Assistance (17,684 peers)
+79.0%
assets growth YoY

Gem State Radiology Cash Balance Plan #2's mid-pack asset rank among Healthcare & Social Assistance and all filers

Gem State Radiology Cash Balance Plan #2 vs every filed plan by assets

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

$5,388,161 46th percentile higher than 46% 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

Gem State Radiology Cash Balance Plan #2 among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gem State Radiology Cash Balance Plan #2 sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gem State Radiology Cash Balance Plan #2 end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Gem State Radiology Cash Balance Plan #2 reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gem State Radiology Cash Balance Plan #2 reported participants rose from N/A in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 826041596 · Gem State Radiology LLP PY 2023 · Defined Benefit (Pension)

Gem State Radiology Cash Balance Plan #2 · $5M · 103 · 46th

  • EBSA $5M
  • EBSA 103
  • EBSA 46th
  • EBSA Defined Benefit (Pension)
  • EBSA near Loparex Inc. Cullman Union Retirement Plan
  • EBSA ind #8848

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 →

Gem State Radiology Cash Balance Plan #2 in the asset neighbourhood

Gem State Radiology Cash Balance Plan #2Gem State Radiology Cash Bal…$5MLoparex Inc. Cullman Union Retirement PlanLoparex Inc. Cullman Union R…$5MSharpe & Associates, Inc. Defined Benefit PlanSharpe & Associates, Inc. De…$5MBz Medical Corporation Pension PlanBz Medical Corporation Pensi…$5MThe Harry Fox Agency LLC Pension PlanThe Harry Fox Agency LLC Pen…$5M
End-of-year total assets ($M) among Gem State Radiology Cash Balance Plan #2 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN826041596
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gem State Radiology LLP)

Sponsor-wide plan assets over time

All Gem State Radiology LLP plans reported in each filing year

Latest sponsor-wide plan assets
$38M 5.920699475337823% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $39.9M $37.5M ▼ -5.9%
Year Plans Participants Total Assets
2022 3 253 $40M
2023 2 247 $37M
2024 2 250 $38M

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Gem State Radiology Cash Balance Plan #2 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 ($B) Participants Gem State Radiology Cash Balance Plan #2, Total assets ($B): 0.005388161 · Participants: 103Gem State Radiology Cash Balance Plan #2Idaho 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
Gem State Radiology Cash Balance Plan #2 vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants

Gem State Radiology Cash Balance Plan #2's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Loparex Inc. Cullman Union Retirement Plan in NC ($5M); by covered participants it is Pension Plan for Hawaii Dental Service in HI (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Gem State Radiology Cash Balance Plan #2 assets move in 2023?
Gem State Radiology Cash Balance Plan #2 surged - up 79.0% during 2023, from $3M to $5M. Reported net income was $2M.
How have Gem State Radiology LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Gem State Radiology LLP's sponsor-wide assets declined 5.9%, from $40M to $38M.
Which Defined Benefit (Pension) plans are similar in size to Gem State Radiology Cash Balance Plan #2?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Loparex Inc. Cullman Union Retirement Plan in NC ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gem State Radiology Cash Balance Plan #2?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hawaii Dental Service in HI (103 participants, $42M in assets).