Idaho Falls, ID Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Idaho Falls, ID has 75 loaded benefit plan(s) reported by 52 plan sponsor(s), with $5,099,646,798 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 75
- Plan sponsors
- 52
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,099,646,798
- Total reported liabilities (EOY)
- $174,984,719
- Total reported net assets (EOY)
- $4,924,662,079
Contributions & income
- Employer contributions
- $106,623,228
- Participant contributions
- $126,664,474
- Total income / additions
- $1,121,843,861
Expenses & distributions
- Benefits paid / distributions
- $387,559,911
- Total expenses
- $403,464,950
- Net increase / (decrease)
- $718,378,911
Coverage
- Total reported participants
- 49,827
- Plans with financial statements
- 46
- Plans with provider compensation
- 25
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Idaho Falls, ID plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Idaho National Laboratory Employee Investment Plan | Battelle Energy Alliance, LLC And Idaho Environmental Coalition, LLC | $2,322,477,073 | 2023 |
| Idaho National Laboratory Employee Retirement Plan | Battelle Energy Alliance, LLC | $2,108,067,181 | 2023 |
| Amwtp Employee Investment Plan | Idaho Environmental Coalition, LLC | $229,016,136 | 2023 |
| Melaleuca, Inc. 401(K) Savings Plan And Trust | Melaleuca, Inc. | $120,405,331 | 2023 |
| Mountain View Hospital LLC 401(K) Plan | Mountain View Hospital LLC | $57,080,971 | 2023 |
| Brad Hall Companies 401(K) Plan | Brad Hall & Associates, Inc. | $24,624,500 | 2023 |
| Westmark Credit Union 401(K) Savings Retirement Plan | Westmark Credit Union | $20,306,652 | 2023 |
| Idaho Steel Products, Inc. Profit Sharing 401(K) Retirement Savings Plan | Idaho Steel Products, Inc. | $19,474,916 | 2023 |
| Emi 401(K) Plan | Techflow Mission Support, LLC Dba Emi Services | $19,379,971 | 2023 |
| The Hartwell Corporation Employee Stock Ownership Plan | The Hartwell Corporation | $18,351,959 | 2023 |
| Teton Automotive Group Retirement Savings Plan | Teton Motors, Inc. Dba Teton Motors | $16,084,960 | 2023 |
| Intermountain Emergency Physicians Profit Sharing Plan | Intermountain Emergency Physicians | $12,974,958 | 2023 |
| Ball Ventures, LLC, 401(K) Plan | Ball Ventures, LLC | $11,486,024 | 2023 |
| Electrical Wholesale Supply Co., Inc. 401(K) Profit Sharing Plan | Electrical Wholesale Supply Co., Inc. | $10,810,556 | 2023 |
| Rudd & Company Pllc 401(K) Plan | Rudd & Company Pllc | $9,526,160 | 2023 |
| C-A-L Stores Companies, Inc. 401(K) Profit Sharing Plan | C-A-L Stores Companies, Inc. | $8,658,093 | 2023 |
| Eagle Eye Produce 401(K) Plan | Eagle Eye Produce | $8,370,029 | 2023 |
| Rs&I Inc. 401(K) Plan | Rs&I Inc. | $8,362,414 | 2023 |
| Bank Of Idaho Employee Stock Ownership Plan | Bank Of Idaho Holding Company | $8,171,303 | 2023 |
| Bank Of Idaho 401(K) Plan | Bank Of Idaho Holding Company | $7,905,374 | 2023 |
| Elevation Labs 401(K) Plan | Ncl Acquisition Corporation Dba Elevation Labs | $7,583,984 | 2023 |
| Idaho Falls Community Hospital 401(K) Plan | Idaho Falls Community Hospital | $6,239,515 | 2023 |
| East Idaho Credit Union 401(K) Plan And Trust | East Idaho Credit Union | $6,158,639 | 2023 |
| Trg 401(K) Plan | Technical Resources Group Inc | $4,753,947 | 2023 |
| Marcom, LLC 401(K) Plan | Marcom, LLC | $3,631,531 | 2023 |
Largest plans in Idaho Falls → · Idaho Falls plans by participants → · Idaho Falls plans with financial data → · Idaho Falls plans with provider compensation → · $1B+ plans in Idaho Falls →
Related Form 5500 pages
- All ID Form 5500 filings
- Idaho National Laboratory Employee Investment Plan (plan 001)
- Battelle Energy Alliance, LLC And Idaho Environmental Coalition, LLC — all reported plans
- Idaho National Laboratory Employee Retirement Plan (plan 002)
- Amwtp Employee Investment Plan (plan 001)
- Idaho Environmental Coalition, LLC — all reported plans
- Melaleuca, Inc. 401(K) Savings Plan And Trust (plan 001)
- Melaleuca, Inc. — all reported plans
- Mountain View Hospital LLC 401(K) Plan (plan 001)
- Mountain View Hospital LLC — all reported plans
- Brad Hall Companies 401(K) Plan (plan 001)
- Brad Hall & Associates, Inc. — all reported plans
- Westmark Credit Union 401(K) Savings Retirement Plan (plan 001)
- Westmark Credit Union — all reported plans
- Idaho Steel Products, Inc. Profit Sharing 401(K) Retirement Savings Plan (plan 001)
- Idaho Steel Products, Inc. — all reported plans
- Emi 401(K) Plan (plan 001)
- Techflow Mission Support, LLC Dba Emi Services — all reported plans
- The Hartwell Corporation Employee Stock Ownership Plan (plan 002)
- The Hartwell Corporation — all reported plans
- Teton Automotive Group Retirement Savings Plan (plan 002)
- Teton Motors, Inc. Dba Teton Motors — all reported plans
- Intermountain Emergency Physicians Profit Sharing Plan (plan 001)
- Intermountain Emergency Physicians — all reported plans
- Ball Ventures, LLC, 401(K) Plan (plan 001)
- Ball Ventures, LLC — all reported plans
- Electrical Wholesale Supply Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Electrical Wholesale Supply Co., Inc. — all reported plans
- Rudd & Company Pllc 401(K) Plan (plan 001)
- Rudd & Company Pllc — all reported plans
- Methodology
- Data sources