Other · DOL Form 5500 · 2022

Cherokee Regional Medical Center Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
301
Participants Below avg headcount
74th
Percentile by assets National rank
$54,207
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cherokee Regional Medical Center Tax Deferred Annuity Plan · Sponsored by Cherokee Regional Medical Center · Iowa · Healthcare & Social Assistance

$16M in assets, 301 participants

Cherokee Regional Medical Center's Cherokee Regional Medical Center Tax Deferred Annuity Plan reported $16M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,710 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Cherokee Regional Medical Center Tax Deferred Annuity Plan covers 301 participants in Iowa, about 49% of the average Iowa filer (state average ~609 per filing). Assets: $16M.

#15,710
in Healthcare & Social Assistance (20,060 peers)
-17.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cherokee Regional Medical Center Tax Deferred Annuity Plan's outsized position by total assets

Cherokee Regional Medical Center Tax Deferred Annuity Plan vs every filed plan by assets

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

$16,316,357 Top 26% higher than 74% 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 Regional Medical Center Tax Deferred Annuity 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 Regional Medical Center Tax Deferred Annuity Plan sits mid-pack in the medium band (301 participants).

EBSA filing schedule strip

Filing strip 420707096 · Cherokee Regional Medical Center PY 2022 · Other

Cherokee Regional Medical Center Tax Deferred Annuity Plan · $16M · 301 · 74th

  • PHOTO $16M
  • IND 301
  • EOY 74th
  • 5500 Other
  • ASSETS near United States Energy Foundation 403(b) Retirement Plan
  • PCT ind #15710

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 Iowa →

Cherokee Regional Medical Center Tax Deferred Annuity Plan in the asset neighbourhood

Cherokee Regional Medical Center Tax Deferred Annuity PlanCherokee Regional Medical Ce…$16MUnited States Energy Foundation 403(b) Retirement PlanUnited States Energy Foundat…$16MThe Lakes Community Health Center, Inc. 403(b) PlanThe Lakes Community Health C…$16MGaudenzia 403b Plan$16MThe Highlands Long Term Care Retirement PlanThe Highlands Long Term Care…$16M
End-of-year total assets ($M) among Cherokee Regional Medical Center Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN420707096
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cherokee Regional Medical Center)

Sponsor-wide plan assets over time

All Cherokee Regional Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.222402034964055% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.3M $22.4M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 301 $16M
2023 1 305 $20M
2024 1 268 $22M

Nearby Other Plans in Iowa

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

Cherokee Regional Medical Center Tax Deferred Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Cherokee Regional Medical Center Tax Deferred Annuity Plan, Total assets ($M): 16.316357 · Participants: 301Cherokee Regional Medical Center Tax Deferred Annuity PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Cherokee Regional Medical Center Tax Deferred Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Cherokee Regional Medical Center Tax Deferred Annuity Plan side-by-side with 3 peers →

Cherokee Regional Medical Center Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is United States Energy Foundation 403(b) Retirement Plan in CA ($16M); by covered participants it is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (301 participants). Same-state nearby plans are listed separately above.

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 Regional Medical Center Tax Deferred Annuity Plan assets move in 2022? ▼
Cherokee Regional Medical Center Tax Deferred Annuity Plan declined sharply - down 17.4% during 2022, from $20M to $16M. Reported net income was -$3M.
How have Cherokee Regional Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cherokee Regional Medical Center's sponsor-wide assets grew 37.2%, from $16M to $22M.
Which Other plans are similar in size to Cherokee Regional Medical Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is United States Energy Foundation 403(b) Retirement Plan in CA ($16M, 83 participants).
Which Other plans cover a similar participant headcount to Cherokee Regional Medical Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (301 participants, $32M 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 420707096.

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.