Other · DOL Form 5500 · 2024
Kootenai Clinic, LLC Retirement Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 260
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $307,322
- Avg per participant High balance/head
Official DOL plan name: Kootenai Health 403(b) Plan · Sponsored by Kootenai Clinic, LLC · Idaho · Healthcare & Social Assistance
$80M in assets, 260 participants
Kootenai Clinic, LLC's Kootenai Health 403(b) Plan reported $80M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,266 in Healthcare & Social Assistance (16,916 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, $80M for 260 participants (~$307,322/participant), up 134.9% in 2024.
- #15,266
- in Healthcare & Social Assistance (16,916 peers)
- +134.9%
- assets growth YoY
- 0.8×
- 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 2024 · DOL Form 5500
$79,903,725 Top 11% higher than 89% 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 Health 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 Health 403(b) Plan sits mid-pack in the medium band (260 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kootenai Health 403(b) Plan reported net income rose from $10M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Kootenai Health 403(b) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $80M in the plan year 2024 filing.
- Kootenai Health 403(b) Plan reported participants rose from 211 in the plan year 2023 filing to 260 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 454069155 · Kootenai Clinic, LLC PY 2024 · Other
Kootenai Health 403(b) Plan · $80M · 260 · 89th
- NET $80M
- NET 260
- NET 89th
- NET Other
- NET near American College of Radiology 403(b) Plan
- NET ind #15266
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $46M |
| 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
- 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
- Sun Valley Community School, Inc. 403(b) Plan $28M · 143
Kootenai Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Idaho, the nearest Other by assets is American College of Radiology 403(b) Plan in VA ($80M); by covered participants it is Polytechnic School Defined Contribution Retirement Plan in CA (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
Similar participant headcount
Nearest other-state filings by covered participants (260 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.