Defined Benefit (Pension) · DOL Form 5500 · 2024

Boise Shoulder Clinic, PA Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$434,343
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Humphrey Shoulder Clinic Cash Balance Plan · Sponsored by Boise Shoulder Clinic, PA · Idaho · Healthcare & Social Assistance

$2M in assets, 4 participants

Boise Shoulder Clinic, PA's Humphrey Shoulder Clinic Cash Balance Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,317 in Healthcare & Social Assistance (16,916 peers)

Boise Shoulder Clinic, PA multi-year trail

Boise Shoulder Clinic, PA's plans moved +56.7% in assets from 2022 to 2024; this filing shows Humphrey Shoulder Clinic Cash Balance Plan at $2M / 4 participants.

#4,317
in Healthcare & Social Assistance (16,916 peers)
+21.7%
assets growth YoY

Humphrey Shoulder Clinic Cash Balance Plan among the smaller filed plans by assets

Humphrey Shoulder Clinic Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,737,373 28th percentile higher than 28% of 123,620 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 2024

Humphrey Shoulder Clinic Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humphrey Shoulder Clinic Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Humphrey Shoulder Clinic Cash Balance Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205570411 · Boise Shoulder Clinic, PA PY 2024 · Defined Benefit (Pension)

Humphrey Shoulder Clinic Cash Balance Plan · $2M · 4 · 28th

  • EBSA $2M
  • PART 4
  • TYPE 28th
  • NET Defined Benefit (Pension)
  • BOOK near T.N.C.Management, Inc., Defined Benefit Plan
  • VS-ST ind #4317

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 →

Humphrey Shoulder Clinic Cash Balance Plan in the asset neighbourhood

Humphrey Shoulder Clinic Cash Balance PlanHumphrey Shoulder Clinic Cas…$2MT.N.C.Management, Inc., Defined Benefit PlanT.N.C.Management, Inc., Defi…$2MTerrence Kim Md a Medical Corporation Defined Benefit Pension PlanTerrence Kim Md a Medical Co…$2MAlbany International Corp. Pension Plus PlanAlbany International Corp. P…$2MMargulies Faith LLP Defined Benefit Pension PlanMargulies Faith LLP Defined …$2M
End-of-year total assets ($M) among Humphrey Shoulder Clinic Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Boise Shoulder Clinic, PA multi-year asset trail

Sponsor-wide plan assets over time

All Boise Shoulder Clinic, PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 56.74942438306134% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.11M $1.74M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 4 $2M

Boise Shoulder Clinic, PA filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$310K
Employer EIN205570411
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Idaho

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

Humphrey Shoulder Clinic 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 ($B) Participants Humphrey Shoulder Clinic Cash Balance Plan, Total assets ($B): 0.001737373 · Participants: 4Humphrey Shoulder Clinic Cash Balance PlanIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.001259353 · Participants: 930Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.971347295 · Participants: 2113Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.229628077 · Participants: 5378Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.223847281 · Participants: 878Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.144429213 · Participants: 217St. Luke's Health System Basic Pension Plan
Humphrey Shoulder Clinic Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Humphrey Shoulder Clinic Cash Balance Plan side-by-side with 3 peers →

Humphrey Shoulder Clinic 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 T.N.C.Management, Inc., Defined Benefit Plan in NJ ($2M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Humphrey Shoulder Clinic Cash Balance Plan assets move in 2024? ▼
Humphrey Shoulder Clinic Cash Balance Plan grew sharply - up 21.7% during 2024, from $1M to $2M. Reported net income was $310K.
How have Boise Shoulder Clinic, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boise Shoulder Clinic, PA's sponsor-wide assets grew 56.7%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Humphrey Shoulder Clinic Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is T.N.C.Management, Inc., Defined Benefit Plan in NJ ($2M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Humphrey Shoulder Clinic Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205570411.

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.