Defined Benefit (Pension) · DOL Form 5500 · 2024

Shearer & Bonney, P.C. Pension Plan

Data updated 2026-08-25

$1
Total assets Small plan by assets
2
Participants Small participant base
0th
Percentile by assets National rank
$1
Avg per participant Low 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

$1 in assets, 2 participants

Shearer & Bonney, P.C.'s Shearer & Bonney, P.C. Cash Balance Plan reported $1 in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 0th 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 in Professional & Technical Services (20,173 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 $1 / 2 participants.

#1
in Professional & Technical Services (20,173 peers)
-100.0%
assets change YoY

The plan reported a net loss of $747K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$1 0th percentile higher than 0% 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

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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shearer & Bonney, P.C. Cash Balance Plan reported net income fell from $194K in the plan year 2023 filing to -$747K in the plan year 2024 filing.
  • Shearer & Bonney, P.C. Cash Balance Plan end-of-year assets fell from $747K in the plan year 2023 filing to $1 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 450512011 · Shearer & Bonney, P.C. PY 2024 · Defined Benefit (Pension)

Shearer & Bonney, P.C. Cash Balance Plan · $1 · 2 · 0th

  • RANK $1
  • PHOTO 2
  • IND 0th
  • EOY Defined Benefit (Pension)
  • 5500 near Neurosurgical Associates, Ltd. Cash Balance Pension Plan
  • ASSETS ind #1

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 →

Shearer & Bonney, P.C. Cash Balance Plan in the asset neighbourhood

Shearer & Bonney, P.C. Cash Balance PlanShearer & Bonney, P.C. Cash …$1Neurosurgical Associates, Ltd. Cash Balance Pension PlanNeurosurgical Associates, Lt…$1Better Homes Construction & Renovation, Inc. Retirement PlanBetter Homes Construction & …$2Yuasa Battery, Inc. Hourly Employees' Pension PlanYuasa Battery, Inc. Hourly E…$55L.B. Foster Company Merged Retirement PlanL.B. Foster Company Merged R…$396
End-of-year total assets ($M) among Shearer & Bonney, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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

Sponsor-wide plan assets over time

All Shearer & Bonney, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1 99.99992624433187% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.36M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 4 $1M
2023 2 4 $2M
2024 2 4 $1

Shearer & Bonney, P.C. filing trail (2024)

Total Assets (Beginning of Year)$747K
Net Assets (End of Year)$1
Net Income-$747K
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 ($B) Participants Shearer & Bonney, P.C. Cash Balance Plan, Total assets ($B): 1e-9 · Participants: 2Shearer & Bonney, P.C. 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
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 →

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 Neurosurgical Associates, Ltd. Cash Balance Pension Plan in AZ ($1); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

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

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 Shearer & Bonney, P.C. Cash Balance Plan assets move in 2024? ▼
Shearer & Bonney, P.C. Cash Balance Plan contracted severely - down 100.0% during 2024, from $747K to $1. Reported net income was -$747K.
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 0th 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 Shearer & Bonney, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Neurosurgical Associates, Ltd. Cash Balance Pension Plan in AZ ($1, 152 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 Avh Enterprises, Inc. Retirement Plan in VA (2 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 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.