Other · DOL Form 5500 · 2023

Cherokee Regional Medical Center Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
305
Participants Below avg headcount
72nd
Percentile by assets National rank
$64,741
Avg per participant Low balance/head
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Official DOL plan name: Cherokee Regional Medical Center Tax Deferred Annuity Plan · Sponsored by Cherokee Regional Medical Center · Iowa · Healthcare & Social Assistance

$20M in assets, 305 participants

Cherokee Regional Medical Center's Cherokee Regional Medical Center Tax Deferred Annuity Plan reported $20M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,585 in Healthcare & Social Assistance (17,684 peers)

Cherokee Regional Medical Center multi-year trail

Cherokee Regional Medical Center's plans moved +37.2% in assets from 2022 to 2024; this filing shows Cherokee Regional Medical Center Tax Deferred Annuity Plan at $20M / 305 participants.

#13,585
in Healthcare & Social Assistance (17,684 peers)
+21.0%
assets growth YoY

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 2023 · DOL Form 5500

$19,745,932 Top 28% higher than 72% 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

Cherokee Regional Medical Center Tax Deferred Annuity 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. Cherokee Regional Medical Center Tax Deferred Annuity Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cherokee Regional Medical Center Tax Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cherokee Regional Medical Center Tax Deferred Annuity Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Cherokee Regional Medical Center Tax Deferred Annuity Plan reported participants rose from 301 in the plan year 2022 filing to 305 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420707096 · Cherokee Regional Medical Center PY 2023 · Other

Cherokee Regional Medical Center Tax Deferred Annuity Plan · $20M · 305 · 72nd

  • IND $20M
  • EOY 305
  • 5500 72nd
  • ASSETS Other
  • PCT near Bay Area Community Health 403(b) Plan
  • EIN ind #13585

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

Employee Benefit Plan of Bridgeway Behavioral Health ServicesEmployee Benefit Plan of Bri…$20MCherokee Regional Medical Center Tax Deferred Annuity PlanCherokee Regional Medical Ce…$20MBay Area Community Health 403(b) PlanBay Area Community Health 40…$20MThe Frick Collection Tax Deferred Annuity PlanThe Frick Collection Tax Def…$20MHouston Ballet Foundation Retirement PlanHouston Ballet Foundation Re…$20M
End-of-year total assets ($M) among Cherokee Regional Medical Center Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Cherokee Regional Medical Center multi-year asset trail

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

Cherokee Regional Medical Center filing trail (2023)

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

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 -2000200400600800 Total assets ($M) Participants Cherokee Regional Medical Center Tax Deferred Annuity Plan, Total assets ($M): 19.745932 · Participants: 305Cherokee Regional Medical Center Tax Deferred Annuity PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake 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 Bay Area Community Health 403(b) Plan in CA ($20M); by covered participants it is Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan in MO (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Cherokee Regional Medical Center Tax Deferred Annuity Plan assets move in 2023? ▼
Cherokee Regional Medical Center Tax Deferred Annuity Plan grew sharply - up 21.0% during 2023, from $16M to $20M. 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 Bay Area Community Health 403(b) Plan in CA ($20M, 647 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 Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan in MO (305 participants, $40M 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 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.