Other · DOL Form 5500 · 2022
Kootenai Clinic, LLC Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $123,209
- Avg per participant Near avg balance/head
Official DOL plan name: Kootenai Clinic 403(b) Plan · Sponsored by Kootenai Clinic, LLC · Idaho · Healthcare & Social Assistance
$24M in assets, 197 participants
Kootenai Clinic, LLC's Kootenai Clinic 403(b) Plan reported $24M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #16,669 in Healthcare & Social Assistance (20,060 peers)
Where Kootenai Clinic 403(b) Plan sits by assets
Kootenai Clinic 403(b) Plan sits in the top quartile of all filed plans by assets, $24M for 197 participants (~$123,209/participant), down 15.9% in 2022.
- #16,669
- in Healthcare & Social Assistance (20,060 peers)
- -15.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2022 · DOL Form 5500
$24,272,150 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kootenai Clinic 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 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 (197 participants).
EBSA filing schedule strip
Filing strip 454069155 · Kootenai Clinic, LLC PY 2022 · Other
Kootenai Clinic 403(b) Plan · $24M · 197 · 80th
- RANK $24M
- RANK 197
- RANK 80th
- RANK Other
- RANK near Hadassah, the Womens Zionist Organization of America, Inc. 403(b) Plan
- RANK ind #16669
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
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$5M |
| 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 $772M · 15,284
- The College of Idaho 403(b) Retirement Plan $43M · 352
- Sun Valley Community School, Inc. 403(b) Plan $22M · 135
- Full Circle Health, Inc. 403(b) Plan $21M · 369
- Bonner General Hospital 403(b) Plan $19M · 454
Kootenai Clinic 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Idaho, the nearest Other by assets is Hadassah, the Womens Zionist Organization of America, Inc. 403(b) Plan in NY ($24M); by covered participants it is Wyoming Seminary Defined Contribution Retirement Plan in PA (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Hadassah, the Womens Zionist Organization of America, Inc. 403(b) Plan (NY) $24M · 196
- The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees (PA) $24M · 1,220
- Planetary Science Institute 403(b) DC and Tda Plan (AZ) $24M · 133
- The Forman School, Inc. 403(b) Retirement Plan (CT) $24M · 101
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Wyoming Seminary Defined Contribution Retirement Plan (PA) 197 · 0 off
- Marin Country Day School Defined Contribution 403(b) Retirement Plan (CA) 197 · 0 off
- Prairie State Legal Services Inc. 403b Retirement Plan (IL) 197 · 0 off
- Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan (NY) 197 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.