Other · DOL Form 5500 · 2024
Kootenai Clinic, LLC Retirement Plan
Data updated 2026-07-24
- $80M
- Total assets
- 260
- Participants
- 89th
- Percentile by assets
- $307,322
- Avg per participant
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.
- 89th percentile by assets (of 116,472 plans)
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.
- $80M
- total plan assets (2024 EOY)
- 260
- covered participants
- 89th
- percentile by assets (of 116,472 plans)
- $307,322
- avg assets per participant
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.
Kootenai Health 403(b) Plan vs the 2024 asset distribution
By assets, Kootenai Health 403(b) Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).
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)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Kootenai Health 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Kootenai Health 403(b) Plan assets move in 2024? ▼
How have Kootenai Clinic, LLC plan assets changed over time? ▼
Where does Kootenai Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Kootenai Health 403(b) Plan? ▼
Next read for Kootenai Health 403(b) Plan
Scale reading
Ways to act on Kootenai Health 403(b) Plan's numbers.
- By total assets, Kootenai Health 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.