PlanOptica

Idaho Retirement Plans

Download data on 4,042 Idaho retirement plans from the latest U.S. Department of Labor Form 5500 filing year. One row per plan, plain UTF-8 CSV.

FILES
Sample: 20 plans, ~5 KB · CSV
Full file: 4,042 plans · 1.8 MB · CSV
Every row includes a planoptica_url link to the plan page and a pdf_url link to the filed Form 5500 PDF.
4,042
Plans
467,835
Total participants
$35.9B
Total assets
PREVIEW

Largest plans in Idaho

These five, plus the next 15, make up the free sample CSV. The full file extends through every 401(k), pension, profit-sharing, ESOP, and SIMPLE plan filed in the state.

Custom slices for Idaho

We build custom datasets for advisors and recordkeepers: Idaho carriers ranked by share, prospect lists filtered to your ICP, longitudinal cohorts, anything we can express against the warehouse.

Custom analytics

Browse Idaho plans interactively

Search, filter, and rank inside the app. 30+ facets, peer benchmarks, and per-plan PDF links.

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