Other · DOL Form 5500 · 2023

Cherokee Health Systems, Inc. Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
608
Participants Below avg headcount
86th
Percentile by assets National rank
$89,559
Avg per participant Below avg balance/head
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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

$54M in assets, 608 participants

Cherokee Health Systems, Inc.'s Cherokee Health Systems, Inc. Tax Deferred Retirement Plan reported $54M in total assets and 608 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,657 in Healthcare & Social Assistance (17,684 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, $54M for 608 participants (~$89,559/participant), up 14.1% in 2023.

#15,657
in Healthcare & Social Assistance (17,684 peers)
+14.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$54,451,941 Top 14% higher than 86% 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 Health Systems, Inc. Tax Deferred 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. Cherokee Health Systems, Inc. Tax Deferred Retirement Plan sits mid-pack in the medium band (608 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cherokee Health Systems, Inc. Tax Deferred Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Cherokee Health Systems, Inc. Tax Deferred Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Cherokee Health Systems, Inc. Tax Deferred Retirement Plan reported participants fell from 658 in the plan year 2022 filing to 608 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 620637925 · Cherokee Health Systems, Inc. PY 2023 · Other

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan · $54M · 608 · 86th

  • EOY $54M
  • EOY 608
  • EOY 86th
  • EOY Other
  • EOY near Washington & Jefferson College Defined Contribution Plan
  • EOY ind #15657

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

Oup USA Tax Deferred Annuity PlanOup USA Tax Deferred Annuity…$55MHoughton University Defined Contribution PlanHoughton University Defined …$55MWashington & Jefferson College Defined Contribution PlanWashington & Jefferson Colle…$54MCherokee Health Systems, Inc. Tax Deferred Retirement PlanCherokee Health Systems, Inc…$54MVermont Energy Investment Corp. Tax Deferred Annuity PlanVermont Energy Investment Co…$54M
End-of-year total assets ($M) among Cherokee Health Systems, Inc. Tax Deferred Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$54M
Net Income$7M
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. -10000010000200003000040000 -1012345 Total assets ($B) Participants Cherokee Health Systems, Inc. Tax Deferred Retirement Plan, Total assets ($B): 0.054451941 · Participants: 608Cherokee Health Systems, Inc. Tax Deferred Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern 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 Washington & Jefferson College Defined Contribution Plan in PA ($54M); by covered participants it is Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd. in AK (608 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (608 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 Health Systems, Inc. Tax Deferred Retirement Plan assets move in 2023? ▼
Cherokee Health Systems, Inc. Tax Deferred Retirement Plan grew at a solid clip - up 14.1% during 2023, from $48M to $54M. Reported net income was $7M.
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 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Washington & Jefferson College Defined Contribution Plan in PA ($54M, 332 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 Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd. in AK (608 participants, $26M 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 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.