401(k) · DOL Form 5500 · 2023

Cumberland Heights Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
321
Participants Below avg headcount
63rd
Percentile by assets National rank
$38,203
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

$12M in assets, 321 participants

Cumberland Heights Foundation, Inc.'s Cumberland Heights Foundation, Inc. 401(k) Retirement Plan reported $12M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,097 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan covers 321 participants in Tennessee, about 28% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.

#12,097
in Healthcare & Social Assistance (17,684 peers)
+13.0%
assets growth YoY

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,263,188 Top 37% higher than 63% of 127,068 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 2023

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

Plan-year 2023 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 (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cumberland Heights Foundation, Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cumberland Heights Foundation, Inc. 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Cumberland Heights Foundation, Inc. 401(k) Retirement Plan reported participants rose from 317 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 626050684 · Cumberland Heights Foundation, Inc. PY 2023 · 401(k)

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan · $12M · 321 · 63rd

  • PHOTO $12M
  • PHOTO 321
  • PHOTO 63rd
  • PHOTO 401(k)
  • PHOTO near Speed Motor Express of W.N.Y., Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #12097

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…$12MSpeed Motor Express of W.N.Y., Inc. 401(k) Profit Sharing PlanSpeed Motor Express of W.N.Y…$12MCemtek Systems, Inc. 401(k) Profit Sharing PlanCemtek Systems, Inc. 401(k) …$12MDay & Zimmermann 401(k) Plan for Contract EmployeesDay & Zimmermann 401(k) Plan…$12MJako Enterprises, LLC 401(k) Profit Sharing PlanJako Enterprises, LLC 401(k)…$12M
End-of-year total assets ($M) among Cumberland Heights Foundation, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
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. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Cumberland Heights Foundation, Inc. 401(k) Retirement Plan, Total assets ($B): 0.012263188 · Participants: 321Cumberland Heights Foundation, Inc. 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/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
Compare Cumberland Heights Foundation, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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 Speed Motor Express of W.N.Y., Inc. 401(k) Profit Sharing Plan in NY ($12M); by covered participants it is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Cumberland Heights Foundation, Inc. 401(k) Retirement Plan grew at a solid clip - up 13.0% during 2023, from $11M to $12M. Reported net income was $1M.
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 Speed Motor Express of W.N.Y., Inc. 401(k) Profit Sharing Plan in NY ($12M, 185 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 Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 626050684.

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.