Other · DOL Form 5500 · 2024

Kootenai Clinic, LLC Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 144
Participants Small participant base: 68th
Percentile by assets National rank: $126,597
Avg per participant Near 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

$18M in assets, 144 participants

Kootenai Clinic, LLC's Kootenai Clinic 403(b) Plan reported $18M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#12,399 in Healthcare & Social Assistance (16,916 peers)

Coverage in Idaho

Kootenai Clinic 403(b) Plan covers 144 participants in Idaho, about 41% of the average Idaho filer (state average ~347 per filing). Assets: $18M.

#12,399
in Healthcare & Social Assistance (16,916 peers): +45.0%
assets growth YoY

Kootenai Clinic 403(b) Plan's outsized position by total assets

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

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

$18,229,928 Top 32% higher than 68% of 123,620 filed plans

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 (144 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Kootenai Clinic 403(b) Plan end-of-year assets fell from $34M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Kootenai Clinic 403(b) Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Kootenai Clinic 403(b) Plan reported participants fell from 211 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

Kootenai Clinic 403(b) Plan · $18M · 144 · 68th

PCT $18M
PCT 144
PCT 68th
PCT Other
PCT near Chinatown Cdc 403(b) Plan
PCT ind #12399

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 →

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)	$13M
Net Assets (End of Year)	$18M
Net Income	$6M
Employer EIN	454069155
Plan Effective Date	2012-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kootenai Clinic, LLC)

Latest sponsor-wide plan assets: $187M 669.4227623016502% vs 2022; 2024 filing year

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

St. Lukes Health System Matched 403b Plan $1.1B · 17,370
Kootenai Health 403(b) Plan $80M · 260
The College of Idaho 403(b) Retirement Plan $50M · 458
Full Circle Health, Inc. 403(b) $33M · 493
Kootenai Clinic 403(b) Plan $29M · 170

Compare Kootenai Clinic 403(b) Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest Other by assets is Chinatown Cdc 403(b) Plan in CA ($18M); by covered participants it is Homesafe 403(b) Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Chinatown Cdc 403(b) Plan (CA) $18M · 267
Section 403(b) Retirement Plan for Goodwill Industries Suncoast, Inc. (FL) $18M · 1,027
Little Colorado Medical Center Pension Plan (AZ) $18M · 265
Land Trust Alliance, Inc. Defined Contribution Retirement Plan (DC) $18M · 81

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

Homesafe 403(b) Retirement Plan (FL) 144 · 0 off
Hebrew Academy of Nassau County Defined Contribution Plan (NY) 144 · 0 off
Carf 403(b) Plan (AZ) 144 · 0 off
Princeton University Press DC Retirement Plan (NJ) 144 · 0 off

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 45.0% during 2024, from $13M to $18M. Reported net income was $6M.

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 Chinatown Cdc 403(b) Plan in CA ($18M, 267 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 Homesafe 403(b) Retirement Plan in FL (144 participants, $5M 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 454069155.