Other · DOL Form 5500 · 2024
Kootenai Clinic, LLC Retirement Plan
Data updated 2026-07-24
- $29M
- Total assets
- 170
- Participants
- 77th
- Percentile by assets
- $169,698
- Avg per participant
Official DOL plan name: Kootenai Clinic 403(b) Plan · Sponsored by Kootenai Clinic, LLC · Idaho · Healthcare & Social Assistance
$29M in assets, 170 participants
Kootenai Clinic, LLC's Kootenai Clinic 403(b) Plan reported $29M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 116,472 plans)
Coverage in Idaho
Kootenai Clinic 403(b) Plan covers 170 participants in Idaho, about 49% of the average Idaho filer (state average ~346 per filing). Assets: $29M.
- $29M
- total plan assets (2024 EOY)
- 170
- covered participants
- 77th
- percentile by assets (of 116,472 plans)
- $169,698
- avg assets per participant
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 $4M in the plan year 2024 filing.
- Kootenai Clinic 403(b) Plan reported participants fell from 211 in the plan year 2023 filing to 170 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 $29M in the plan year 2024 filing.
Participants vs Idaho filers
In Idaho, the average filing covers about 346 participants across 720 plans. Kootenai Clinic 403(b) Plan reports 170 participants - about 49% of that state average ($29M EOY assets).
Idaho filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 454069155 |
| Plan Effective Date | 2012-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kootenai Clinic, LLC)
| 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
- Sun Valley Community School, Inc. 403(b) Plan $28M · 143
Similar-Sized Other Plans Nationally
Other plans in other states closest to Kootenai Clinic 403(b) Plan by total assets, not by location.
- 401(k) Profit Sharing Plan for the Employees of Welllife Network Inc. (NY) $29M · 2,331
- USA Hockey, Inc. 403(b) Plan (CO) $29M · 140
- Los Angeles Lgbt Center 403(b) ERISA Plan (CA) $29M · 275
- Kimbell Art Museum Retirement Plan (TX) $29M · 146
Frequently Asked Questions
How did Kootenai Clinic 403(b) Plan assets move in 2024? ▼
How have Kootenai Clinic, LLC plan assets changed over time? ▼
Where does Kootenai Clinic 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Kootenai Clinic 403(b) Plan? ▼
Next read for Kootenai Clinic 403(b) Plan
Filing takeaways
Ways to act on Kootenai Clinic 403(b) Plan's numbers.
- By total assets, Kootenai Clinic 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Idaho. Compare plans
- Kootenai Clinic, LLC's sponsor-wide assets have grown 669.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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.
Read our methodology - how this data is sourced, computed, and verified.