Other · DOL Form 5500 · 2024
Kootenai Clinic, LLC Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $169,698
- 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
$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.
- #13,560 in Healthcare & Social Assistance (16,916 peers)
Coverage in Idaho
Kootenai Clinic 403(b) Plan covers 170 participants in Idaho, about 49% of the average Idaho filer (state average ~347 per filing). Assets: $29M.
- #13,560
- in Healthcare & Social Assistance (16,916 peers)
- +15.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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
$28,848,610 Top 23% higher than 77% 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 (170 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 $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.
Published 5500 schedule card
Filing strip 454069155 · Kootenai Clinic, LLC PY 2024 · Other
Kootenai Clinic 403(b) Plan · $29M · 170 · 77th
- EIN $29M
- EIN 170
- EIN 77th
- EIN Other
- EIN near 401(k) Profit Sharing Plan for the Employees of Welllife Network Inc.
- EIN ind #13560
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) | $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)
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
- Sun Valley Community School, Inc. 403(b) Plan $28M · 143
Kootenai Clinic 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Idaho, the nearest Other by assets is 401(k) Profit Sharing Plan for the Employees of Welllife Network Inc. in NY ($29M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (170 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.