Other · DOL Form 5500 · 2024
Kootenai Clinic, LLC Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $162,857
- Avg per participant Above avg balance/head
Official DOL plan name: Kootenai Clinic 403(b) Plan · Sponsored by Kootenai Clinic, LLC · Idaho · Healthcare & Social Assistance
$25M in assets, 153 participants
Kootenai Clinic, LLC's Kootenai Clinic 403(b) Plan reported $25M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #13,225 in Healthcare & Social Assistance (16,916 peers)
Coverage in Idaho
Kootenai Clinic 403(b) Plan covers 153 participants in Idaho, about 44% of the average Idaho filer (state average ~347 per filing). Assets: $25M.
- #13,225
- in Healthcare & Social Assistance (16,916 peers)
- +36.7%
- 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
$24,917,194 Top 26% higher than 74% 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 (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kootenai Clinic 403(b) Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Kootenai Clinic 403(b) Plan reported participants fell from 211 in the plan year 2023 filing to 153 in the plan year 2024 filing.
- Kootenai Clinic 403(b) Plan end-of-year assets fell from $34M in the plan year 2023 filing to $25M in the plan year 2024 filing.
DOL schedule card
Filing strip 454069155 · Kootenai Clinic, LLC PY 2024 · Other
Kootenai Clinic 403(b) Plan · $25M · 153 · 74th
- VS-ST $25M
- VS-ST 153
- VS-ST 74th
- VS-ST Other
- VS-ST near Memorial Community Health Inc. Tax Deferred Annuity Plan
- VS-ST ind #13225
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
Idaho filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $7M |
| Employer EIN | 454069155 |
| Plan Effective Date | 2012-11-01 |
| Filing Status | FILING 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
| 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.
- 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
Kootenai Clinic 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Idaho, the nearest Other by assets is Memorial Community Health Inc. Tax Deferred Annuity Plan in NE ($25M); by covered participants it is Vivalon, Inc. 403(b) Plan in CA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Vivalon, Inc. 403(b) Plan (CA) 153 · 0 off
- W. M. Keck Observatory 403(b) Retirement Plan (HI) 153 · 0 off
- Mobilization for Justice, Inc. 403(b) Plan (NY) 153 · 0 off
- Saint David's School Retirement Plan (NY) 153 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.