Other · DOL Form 5500 · 2022

Cherokee Health Systems, Inc. Retirement Plan

Data updated 2026-08-11

$48M
Total assets
658
Participants
88th
Percentile by assets
$72,545
Avg per participant
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Official DOL plan name: Cherokee Health Systems, Inc. Tax Deferred Retirement Plan · Sponsored by Cherokee Health Systems, Inc. · Tennessee · Healthcare & Social Assistance

$48M in assets, 658 participants

Cherokee Health Systems, Inc.'s Cherokee Health Systems, Inc. Tax Deferred Retirement Plan reported $48M in total assets and 658 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #17,964 in Healthcare & Social Assistance (20,060 peers)

Where Cherokee Health Systems, Inc. Tax Deferred Retirement Plan sits by assets

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 658 participants (~$72,545/participant), down 20.8% in 2022.

$48M
total plan assets (2022 EOY)
658
covered participants
88th
percentile by assets (of 139,126 plans)
$72,545
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan vs the 2022 asset distribution

By assets, Cherokee Health Systems, Inc. Tax Deferred Retirement Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$48M
Net Income-$13M
Employer EIN620637925
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cherokee Health Systems, Inc.)

$45M$50M$55M$60M 202220232024 $47.7M $57.7M â–² +20.8%
Total plan assets by year, all Cherokee Health Systems, Inc. plans on file
Year Plans Participants Total Assets
2022 1 658 $48M
2023 1 608 $54M
2024 1 618 $58M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Cherokee Health Syst…Vanderbilt Universit…Vanderbilt Universit…St. Jude Children's …Ballad Health 403(b)…Southeastern Carpent…
Cherokee Health Systems, Inc. Tax Deferred Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Cherokee Health Systems, Inc. Tax Deferred Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Cherokee Health Systems, Inc. Tax Deferred Retirement Plan assets move in 2022?
Cherokee Health Systems, Inc. Tax Deferred Retirement Plan declined sharply - down 20.8% during 2022, from $60M to $48M. Reported net income was -$13M.
How have Cherokee Health Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cherokee Health Systems, Inc.'s sponsor-wide assets grew 20.8%, from $48M to $58M.
Where does Cherokee Health Systems, Inc. Tax Deferred Retirement Plan rank by assets among Form 5500 filers?
Cherokee Health Systems, Inc. Tax Deferred Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Cherokee Health Systems, Inc. Tax Deferred Retirement Plan?
Among Other plans in other states, the closest by assets is The Masters School 403(b) DC Plan in NY ($48M, 281 participants).

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Scale reading

Ways to act on Cherokee Health Systems, Inc. Tax Deferred Retirement Plan's numbers.