Other · DOL Form 5500 · 2022

Cherokee Health Systems, Inc. Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
658
Participants Below avg headcount
88th
Percentile by assets National rank
$72,545
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,964
in Healthcare & Social Assistance (20,060 peers)
-20.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

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's outsized position by total assets

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan vs every filed plan by assets

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

$47,734,678 Top 12% higher than 88% 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

Cherokee Health Systems, Inc. Tax Deferred 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. Cherokee Health Systems, Inc. Tax Deferred Retirement Plan sits mid-pack in the medium band (658 participants).

DOL schedule card

Filing strip 620637925 · Cherokee Health Systems, Inc. PY 2022 · Other

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan · $48M · 658 · 88th

  • EIN $48M
  • RANK 658
  • PHOTO 88th
  • IND Other
  • EOY near The Masters School 403(b) DC Plan
  • 5500 ind #17964

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 →

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan in the asset neighbourhood

Wilmington College Defined Contribution Retirement PlanWilmington College Defined C…$48MCherokee Health Systems, Inc. Tax Deferred Retirement PlanCherokee Health Systems, Inc…$48MThe Masters School 403(b) DC PlanThe Masters School 403(b) DC…$48MColby-Sawyer College DC Retirement PlanColby-Sawyer College DC Reti…$48MThird Sector New England, Inc. 403b DC PlanThird Sector New England, In…$48M
End-of-year total assets ($M) among Cherokee Health Systems, Inc. Tax Deferred Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Cherokee Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 20.83602616948626% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.7M $57.7M ▲ +20.8%
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 Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Cherokee Health Systems, Inc. Tax Deferred Retirement Plan, Total assets ($B): 0.047734678 · Participants: 658Cherokee Health Systems, Inc. Tax Deferred Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Cherokee Health Systems, Inc. Tax Deferred Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Cherokee Health Systems, Inc. Tax Deferred Retirement Plan side-by-side with 3 peers →

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is The Masters School 403(b) DC Plan in NY ($48M); by covered participants it is Gettysburg College Tax Deferred Annuity Plan in PA (657 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (658 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 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).
Which Other plans cover a similar participant headcount to Cherokee Health Systems, Inc. Tax Deferred Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Gettysburg College Tax Deferred Annuity Plan in PA (657 participants, $81M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620637925.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.