Other · DOL Form 5500 · 2023

Kootenai Clinic, LLC Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
211
Participants Below avg headcount
81st
Percentile by assets National rank
$161,238
Avg per participant Above avg balance/head
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Official DOL plan name: Kootenai Health 403(b) Plan · Sponsored by Kootenai Clinic, LLC · Idaho · Healthcare & Social Assistance

$34M in assets, 211 participants

Kootenai Clinic, LLC's Kootenai Health 403(b) Plan reported $34M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,820 in Healthcare & Social Assistance (17,684 peers)

Where Kootenai Health 403(b) Plan sits by assets

Kootenai Health 403(b) Plan sits in the top quartile of all filed plans by assets, $34M for 211 participants (~$161,238/participant), up 40.2% in 2023.

#14,820
in Healthcare & Social Assistance (17,684 peers)
+40.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$34,021,273 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kootenai Health 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kootenai Health 403(b) Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kootenai Health 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Kootenai Health 403(b) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Kootenai Health 403(b) Plan reported participants rose from 197 in the plan year 2022 filing to 211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454069155 · Kootenai Clinic, LLC PY 2023 · Other

Kootenai Health 403(b) Plan · $34M · 211 · 81st

  • EOY $34M
  • 5500 211
  • ASSETS 81st
  • PCT Other
  • EIN near Employee Benefit Plan of Community Health of South Florida, Inc.
  • RANK ind #14820

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 Health 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan for Child and Family Services of Erie County403(b) Thrift Plan for Child…$34MThe Hilbert College Retirement PlanThe Hilbert College Retireme…$34MEmployee Benefit Plan of Community Health of South Florida, Inc.Employee Benefit Plan of Com…$34MKootenai Health 403(b) Plan$34MThe Nueva School Defined Contribution Retirement PlanThe Nueva School Defined Con…$34M
End-of-year total assets ($M) among Kootenai Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$34M
Net Income$10M
Employer EIN454069155
Plan Effective Date2012-11-01
Filing StatusFILING 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
$0M$50M$100M$150M$200M$250M 202220232024 $24.3M $187M ▲ +669.5%
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 Health 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -500050010001500 Total assets ($M) Participants Kootenai Health 403(b) Plan, Total assets ($M): 34.021273 · Participants: 211Kootenai Health 403(b) PlanSt. Lukes Health System Matched 403b Plan, Total assets ($M): 964.858549 · Participants: 16715St. Lukes Health System Matched 403b PlanThe College of Idaho 403(b) Retirement Plan, Total assets ($M): 47.997867 · Participants: 361The College of Idaho 403(b) Retirement PlanFull Circle Health, Inc. 403(b) Plan, Total assets ($M): 27.037963 · Participants: 388Full Circle Health, Inc. 403(b) PlanSun Valley Community School, Inc. 403(b) Plan, Total assets ($M): 24.785009 · Participants: 133Sun Valley Community School, Inc. 403(b) PlanBonner General Hospital 403(b) Plan, Total assets ($M): 22.227114 · Participants: 491Bonner General Hospital 403(b) Plan
Kootenai Health 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants
Compare Kootenai Health 403(b) Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest Other by assets is Employee Benefit Plan of Community Health of South Florida, Inc. in FL ($34M); by covered participants it is Dream Charter School 403(b) Plan in NY (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kootenai Health 403(b) Plan assets move in 2023? ▼
Kootenai Health 403(b) Plan surged - up 40.2% during 2023, from $24M to $34M. Reported net income was $10M.
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.
Where does Kootenai Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Kootenai Health 403(b) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Kootenai Health 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Community Health of South Florida, Inc. in FL ($34M, 879 participants).
Which Other plans cover a similar participant headcount to Kootenai Health 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Dream Charter School 403(b) Plan in NY (211 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.