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State by plan year

Idaho retirement plan filings, 2012

Plan years beginning in 2012, as filed with the Department of Labor.

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

882pension plans on the full Form 5500252 with 100+ participants
$8.53Bnet assets at plan year end0.1% of the US total
39first returns (new plans)4.4% of filings
42final returns (terminated or merged)4.8% of filings

For plan years beginning in 2012, 882 pension plans based in Idaho filed the full Form 5500, 252 of them with 100 or more participants (223 defined contribution, 29 defined benefit).

Those filings reported 225,349 participant records and $8.53B in net assets, 0.1% of the national total. Employers contributed $363M, participants $329M, and $557M was paid in benefits.

39 filings were marked as a plan's first return and 42 as its final return. A further 1,586 small plans filed the short Form 5500-SF, with 34,773 participants and $1.45B in net assets.

Against 2011: large plans down 2%, participant records down 6%, net assets down 30%.

Idaho and the United States, 2012

MeasureIdahoUnited StatesIdaho share
Pension plans on Form 5500882175,8970.5%
Plans with 100+ participants25274,9960.3%
Participant records225,349119,553,3980.2%
Net assets$8.53B$6.11T0.1%
Employer contributions$363M$219.5B0.2%
Participant contributions$329M$164.3B0.2%
Benefits paid$557M$490.0B0.1%
First returns396,4710.6%
Final returns427,5140.6%
Small plans on Form 5500-SF1,586516,0470.3%

Median plan, 2012

Plans with 100+ participantsID: DCUS: DCID: DBUS: DB
Net assets per participant$20,541$25,251$51,783$44,363
Employer contributions per active participant$787$1,020$8,016$7,043
Schedule C compensation per participant$47.58$35.78$271$194
Administrative expenses per participant$28.32$23.62$407$271

Change from 2011

Measure20112012Change
Plans with 100+ participants256252down 2%
Participant records239,085225,349down 6%
Net assets$12.1B$8.53Bdown 30%
Employer contributions$455M$363Mdown 20%
Median DC assets per participant$19,104$20,541up 8%

All Idaho plans, providers and the largest plans

Questions and answers

How many retirement plans filed in Idaho for 2012?

882 pension plans on the full Form 5500 (252 with 100 or more participants) and 1,586 small plans on Form 5500-SF.

How many new and terminated plans were there?

39 full-form filings were marked as a first return and 42 as a final return. A final return is filed when a plan terminates or merges into another plan.

What was the median plan like?

The median defined contribution plan with 100 or more participants held $20,541 per participant, and the median employer contribution was $787 per active participant.

Why is the state the sponsor's state?

Form 5500 records the plan sponsor's address, not where participants live. A national employer's plan is counted once, in the state of its headquarters filing address.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 and Form 5500-SF research files for 2012, public domain, with filings received through 24 Aug 2026. First and final returns are the filer's own check-boxes on the form. See the methodology.