401(k) · DOL Form 5500 · 2022

Cumberland Heights Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
317
Participants Below avg headcount
67th
Percentile by assets National rank
$34,226
Avg per participant Low balance/head
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Official DOL plan name: Cumberland Heights Foundation, Inc. 401(k) Retirement Plan · Sponsored by Cumberland Heights Foundation, Inc. · Tennessee · Healthcare & Social Assistance

$11M in assets, 317 participants

Cumberland Heights Foundation, Inc.'s Cumberland Heights Foundation, Inc. 401(k) Retirement Plan reported $11M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,405 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan covers 317 participants in Tennessee, about 28% of the average Tennessee filer (state average ~1,126 per filing). Assets: $11M.

#14,405
in Healthcare & Social Assistance (20,060 peers)
-16.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan's outsized position by total assets

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,849,622 Top 33% higher than 67% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cumberland Heights Foundation, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (317 participants).

EBSA filing schedule strip

Filing strip 626050684 · Cumberland Heights Foundation, Inc. PY 2022 · 401(k)

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan · $11M · 317 · 67th

  • BOY $11M
  • SCH 317
  • EBSA 67th
  • PART 401(k)
  • TYPE near Eastman Footwear Group, Inc. 401(k) Plan
  • NET ind #14405

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 Tennessee →

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan in the asset neighbourhood

Cumberland Heights Foundation, Inc. 401(k) Retirement PlanCumberland Heights Foundatio…$11MEastman Footwear Group, Inc. 401(k) PlanEastman Footwear Group, Inc.…$11MDorel U.S.a. Associates 401(k) Retirement PlanDorel U.S.a. Associates 401(…$11MKowalski Companies, Inc. 401(k) Plan for Union EmployeesKowalski Companies, Inc. 401…$11MNewton Consulting, LLC 401(k) PlanNewton Consulting, LLC 401(k…$11M
End-of-year total assets ($M) among Cumberland Heights Foundation, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN626050684
Plan Effective Date1983-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Cumberland Heights Foundation, Inc.)

Sponsor-wide plan assets over time

All Cumberland Heights Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 36.20379585574502% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.8M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 317 $11M
2023 1 321 $12M
2024 1 346 $15M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Cumberland Heights Foundation, Inc. 401(k) Retirement Plan, Total assets ($B): 0.010849622 · Participants: 317Cumberland Heights Foundation, Inc. 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Cumberland Heights Foundation, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Eastman Footwear Group, Inc. 401(k) Plan in NY ($11M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cumberland Heights Foundation, Inc. 401(k) Retirement Plan assets move in 2022?
Cumberland Heights Foundation, Inc. 401(k) Retirement Plan declined sharply - down 16.6% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Cumberland Heights Foundation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cumberland Heights Foundation, Inc.'s sponsor-wide assets grew 36.2%, from $11M to $15M.
Which 401(k) plans are similar in size to Cumberland Heights Foundation, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Eastman Footwear Group, Inc. 401(k) Plan in NY ($11M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Cumberland Heights Foundation, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Skybridge Resources, LLC 401(k) Plan in FL (317 participants, $2M in assets).