Other · DOL Form 5500 · 2024

Kootenai Clinic, LLC Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
118
Participants Small participant base
57th
Percentile by assets National rank
$88,680
Avg per participant Below avg balance/head
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Official DOL plan name: Kootenai Clinic 403(b) Plan · Sponsored by Kootenai Clinic, LLC · Idaho · Healthcare & Social Assistance

$10M in assets, 118 participants

Kootenai Clinic, LLC's Kootenai Clinic 403(b) Plan reported $10M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,512 in Healthcare & Social Assistance (16,916 peers)

Coverage in Idaho

Kootenai Clinic 403(b) Plan covers 118 participants in Idaho, about 34% of the average Idaho filer (state average ~347 per filing). Assets: $10M.

#10,512
in Healthcare & Social Assistance (16,916 peers)
+50.5%
assets growth YoY

Kootenai Clinic 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kootenai Clinic 403(b) Plan vs every filed plan by assets

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

$10,464,199 Top 43% higher than 57% 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

Kootenai Clinic 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kootenai Clinic 403(b) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kootenai Clinic 403(b) Plan end-of-year assets fell from $34M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Kootenai Clinic 403(b) Plan reported net income fell from $10M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kootenai Clinic 403(b) Plan reported participants fell from 211 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 454069155 · Kootenai Clinic, LLC PY 2024 · Other

Kootenai Clinic 403(b) Plan · $10M · 118 · 57th

  • EIN $10M
  • RANK 118
  • PHOTO 57th
  • IND Other
  • EOY near League School for Autism 403(b) Plan
  • 5500 ind #10512

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 →

Kootenai Clinic 403(b) Plan in the asset neighbourhood

League School for Autism 403(b) PlanLeague School for Autism 403…$10MCarson Valley Childrens Aid 403(b) PlanCarson Valley Childrens Aid …$10MMaryvale Preparatory School Retirement PlanMaryvale Preparatory School …$10MJones Memorial Hospital Defined Contribution 403(b) PlanJones Memorial Hospital Defi…$10MKootenai Clinic 403(b) Plan$10M
End-of-year total assets ($M) among Kootenai Clinic 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN454069155
Plan Effective Date2012-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kootenai Clinic, LLC)

Sponsor-wide plan assets over time

All Kootenai Clinic, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$187M 669.4227623016502% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $24.3M $187M ▲ +669.5%
Year Plans Participants Total Assets
2022 1 197 $24M
2023 1 211 $34M
2024 8 1,190 $187M

Nearby Other Plans in Idaho

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

Kootenai Clinic 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Kootenai Clinic 403(b) Plan, Total assets ($B): 0.010464199 · Participants: 118Kootenai Clinic 403(b) PlanSt. Lukes Health System Matched 403b Plan, Total assets ($B): 1.144353306 · Participants: 17370St. Lukes Health System Matched 403b PlanKootenai Health 403(b) Plan, Total assets ($B): 0.079903725 · Participants: 260Kootenai Health 403(b) PlanThe College of Idaho 403(b) Retirement Plan, Total assets ($B): 0.04960945 · Participants: 458The College of Idaho 403(b) Retirement PlanFull Circle Health, Inc. 403(b), Total assets ($B): 0.032912408 · Participants: 493Full Circle Health, Inc. 403(b)Kootenai Clinic 403(b) Plan, Total assets ($B): 0.02884861 · Participants: 170Kootenai Clinic 403(b) Plan
Kootenai Clinic 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants

Kootenai Clinic 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Idaho, the nearest Other by assets is League School for Autism 403(b) Plan in MA ($10M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Kootenai Clinic 403(b) Plan assets move in 2024?
Kootenai Clinic 403(b) Plan surged - up 50.5% during 2024, from $7M to $10M. Reported net income was $4M.
How have Kootenai Clinic, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Kootenai Clinic, LLC's sponsor-wide assets grew 669.4%, from $24M to $187M.
Which Other plans are similar in size to Kootenai Clinic 403(b) Plan?
Among Other plans in other states, the closest by assets is League School for Autism 403(b) Plan in MA ($10M, 171 participants).
Which Other plans cover a similar participant headcount to Kootenai Clinic 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Preferred Home Services, LLC in SC (118 participants, N/A in assets).