Defined Benefit (Pension) · DOL Form 5500 · 2024

The Shoulder Clinic of Idaho, PLLC Pension Plan

Data updated 2026-08-25

$198K
Total assets Small plan by assets
11
Participants Small participant base
10th
Percentile by assets National rank
$17,991
Avg per participant Low balance/head
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Official DOL plan name: The Shoulder Clinic of Idaho, PLLC Cash Balance Plan · Sponsored by The Shoulder Clinic of Idaho, PLLC · Idaho · Healthcare & Social Assistance

$198K in assets, 11 participants

The Shoulder Clinic of Idaho, PLLC's The Shoulder Clinic of Idaho, PLLC Cash Balance Plan reported $198K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,221 in Healthcare & Social Assistance (16,916 peers)

The Shoulder Clinic of Idaho, PLLC multi-year trail

The Shoulder Clinic of Idaho, PLLC's plans moved +44.7% in assets from 2022 to 2024; this filing shows The Shoulder Clinic of Idaho, PLLC Cash Balance Plan at $198K / 11 participants.

#1,221
in Healthcare & Social Assistance (16,916 peers)
$198K
reported net income

The Shoulder Clinic of Idaho, PLLC Cash Balance Plan among the smaller filed plans by assets

The Shoulder Clinic of Idaho, PLLC Cash Balance Plan vs every filed plan by assets

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

$197,900 10th percentile higher than 10% 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

The Shoulder Clinic of Idaho, PLLC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shoulder Clinic of Idaho, PLLC Cash Balance Plan is a small filing (11 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 820537848 · The Shoulder Clinic of Idaho, PLLC PY 2024 · Defined Benefit (Pension)

The Shoulder Clinic of Idaho, PLLC Cash Balance Plan · $198K · 11 · 10th

  • PHOTO $198K
  • IND 11
  • EOY 10th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Miar Pension Plan
  • PCT ind #1221

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 →

The Shoulder Clinic of Idaho, PLLC Cash Balance Plan in the asset neighbourhood

The Shoulder Clinic of Idaho, PLLC Cash Balance PlanThe Shoulder Clinic of Idaho…$198KMiar Pension Plan$198KPaintmakers Local 1310 Pension PlanPaintmakers Local 1310 Pensi…$196KMotion Picture Lab Tech Local 702 Pension FundMotion Picture Lab Tech Loca…$196KVirginia Green Lawn Care Vip PlanVirginia Green Lawn Care Vip…$200K
End-of-year total assets ($M) among The Shoulder Clinic of Idaho, PLLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

The Shoulder Clinic of Idaho, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All The Shoulder Clinic of Idaho, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.742016358599464% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.75M $3.98M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 13 $3M
2024 2 23 $4M

The Shoulder Clinic of Idaho, PLLC filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$198K
Net Income$198K
Employer EIN820537848
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Idaho

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

The Shoulder Clinic of Idaho, PLLC 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 ($B) Participants The Shoulder Clinic of Idaho, PLLC Cash Balance Plan, Total assets ($B): 0.0001979 · Participants: 11The Shoulder Clinic of Idaho, PLLC 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
The Shoulder Clinic of Idaho, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare The Shoulder Clinic of Idaho, PLLC Cash Balance Plan side-by-side with 3 peers →

The Shoulder Clinic of Idaho, PLLC 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 Miar Pension Plan in NY ($198K); by covered participants it is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($198K here).

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 have The Shoulder Clinic of Idaho, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shoulder Clinic of Idaho, PLLC's sponsor-wide assets grew 44.7%, from $3M to $4M.
Where does The Shoulder Clinic of Idaho, PLLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
The Shoulder Clinic of Idaho, PLLC Cash Balance Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to The Shoulder Clinic of Idaho, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Miar Pension Plan in NY ($198K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Shoulder Clinic of Idaho, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants, $599K 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 820537848.

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.