ESOP · DOL Form 5500 · 2023

Bank of Idaho Holding Company ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
139
Participants Small participant base
54th
Percentile by assets National rank
$58,786
Avg per participant Low balance/head
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Official DOL plan name: Bank of Idaho Employee Stock Ownership Plan · Sponsored by Bank of Idaho Holding Company · Idaho · Finance & Insurance

$8M in assets, 139 participants

Bank of Idaho Holding Company's Bank of Idaho Employee Stock Ownership Plan reported $8M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,479 in Finance & Insurance (8,869 peers)

Coverage in Idaho

Bank of Idaho Employee Stock Ownership Plan covers 139 participants in Idaho, about 40% of the average Idaho filer (state average ~347 per filing). Assets: $8M.

#3,479
in Finance & Insurance (8,869 peers)
-48.8%
assets change YoY

The plan reported a net loss of $715K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank of Idaho Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Bank of Idaho Employee Stock Ownership Plan vs every filed plan by assets

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

$8,171,303 Top 46% higher than 54% 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

Bank of Idaho Employee Stock Ownership Plan 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. Bank of Idaho Employee Stock Ownership Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Idaho Employee Stock Ownership Plan end-of-year assets fell from $16M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bank of Idaho Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$715K in the plan year 2023 filing.
  • Bank of Idaho Employee Stock Ownership Plan reported participants fell from 159 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 820496760 · Bank of Idaho Holding Company PY 2023 · ESOP

Bank of Idaho Employee Stock Ownership Plan · $8M · 139 · 54th

  • BOY $8M
  • SCH 139
  • EBSA 54th
  • PART ESOP
  • TYPE near Eki Environment & Water, Inc. Employee Stock Ownership Plan
  • NET ind #3479

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 What is an ESOP? → · Plans in Idaho →

Bank of Idaho Employee Stock Ownership Plan in the asset neighbourhood

Sebago Technics Employee Stock Ownership PlanSebago Technics Employee Sto…$8MJpra Architects, Ltd. Employee Stock Ownership PlanJpra Architects, Ltd. Employ…$8MBank of Idaho Employee Stock Ownership PlanBank of Idaho Employee Stock…$8MEki Environment & Water, Inc. Employee Stock Ownership PlanEki Environment & Water, Inc…$8MPerteet Inc. Employee Stock Ownership Plan and TrustPerteet Inc. Employee Stock …$8M
End-of-year total assets ($M) among Bank of Idaho Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$8M
Net Income-$715K
Employer EIN820496760
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Idaho Holding Company)

Sponsor-wide plan assets over time

All Bank of Idaho Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$18M 13.483494435981253% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16M $18.1M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 159 $16M
2023 2 362 $16M
2024 2 381 $18M

Nearby ESOP Plans in Idaho

Peer ESOP plans, same state, same plan type, ranked by total assets.

Bank of Idaho Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Bank of Idaho Employee Stock Ownership Plan, Total assets ($B): 0.008171303 · Participants: 139Bank of Idaho Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
Bank of Idaho Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Bank of Idaho Employee Stock Ownership Plan side-by-side with 3 peers →

Bank of Idaho Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Eki Environment & Water, Inc. Employee Stock Ownership Plan in CA ($8M); by covered participants it is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Bank of Idaho Employee Stock Ownership Plan assets move in 2023? ▼
Bank of Idaho Employee Stock Ownership Plan contracted severely - down 48.8% during 2023, from $16M to $8M. Reported net income was -$715K.
How have Bank of Idaho Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Idaho Holding Company's sponsor-wide assets grew 13.5%, from $16M to $18M.
Which ESOP plans are similar in size to Bank of Idaho Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eki Environment & Water, Inc. Employee Stock Ownership Plan in CA ($8M, 113 participants).
Which ESOP plans cover a similar participant headcount to Bank of Idaho Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (139 participants, $25M 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 820496760.

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.