Other · DOL Form 5500 · 2023

Cook Area Health Services,Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
146
Participants Small participant base
68th
Percentile by assets National rank
$108,743
Avg per participant Below avg balance/head
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Official DOL plan name: Cook Area Health Services, Inc. Tax Sheltered Annuity Plan · Sponsored by Cook Area Health Services,Inc. · Minnesota · Healthcare & Social Assistance

$16M in assets, 146 participants

Cook Area Health Services,Inc.'s Cook Area Health Services, Inc. Tax Sheltered Annuity Plan reported $16M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,960 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Cook Area Health Services, Inc. Tax Sheltered Annuity Plan covers 146 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.

#12,960
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY

Cook Area Health Services, Inc. Tax Sheltered Annuity Plan's outsized position by total assets

Cook Area Health Services, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$15,876,485 Top 32% higher than 68% 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

Cook Area Health Services, Inc. Tax Sheltered 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. Cook Area Health Services, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cook Area Health Services, Inc. Tax Sheltered Annuity Plan reported net income rose from $832K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cook Area Health Services, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Cook Area Health Services, Inc. Tax Sheltered Annuity Plan reported participants fell from 154 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411344385 · Cook Area Health Services,Inc. PY 2023 · Other

Cook Area Health Services, Inc. Tax Sheltered Annuity Plan · $16M · 146 · 68th

  • SCH $16M
  • EBSA 146
  • PART 68th
  • TYPE Other
  • NET near Dematha Catholic High School, Inc. 403(b) Plan
  • BOOK ind #12960

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 Minnesota →

Cook Area Health Services, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Cook Area Health Services, Inc. Tax Sheltered Annuity PlanCook Area Health Services, I…$16MDematha Catholic High School, Inc. 403(b) PlanDematha Catholic High School…$16MTax Deferred Savings Plan$16MChristian Academy School System 403(b) PlanChristian Academy School Sys…$16MMorehouse College Tax Deferred Annuity PlanMorehouse College Tax Deferr…$16M
End-of-year total assets ($M) among Cook Area Health Services, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN411344385
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cook Area Health Services,Inc.)

Sponsor-wide plan assets over time

All Cook Area Health Services,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.14774828928036% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.5M $17.4M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 154 $13M
2023 1 146 $16M
2024 1 147 $17M

Nearby Other Plans in Minnesota

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

Cook Area Health Services, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Cook Area Health Services, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.015876485 · Participants: 146Cook Area Health Services, Inc. Tax Sheltered Annuity PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Cook Area Health Services, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Cook Area Health Services, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Cook Area Health Services, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Dematha Catholic High School, Inc. 403(b) Plan in MD ($16M); by covered participants it is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Cook Area Health Services, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
Cook Area Health Services, Inc. Tax Sheltered Annuity Plan grew sharply - up 17.6% during 2023, from $13M to $16M. Reported net income was $2M.
How have Cook Area Health Services,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cook Area Health Services,Inc.'s sponsor-wide assets grew 29.1%, from $13M to $17M.
Which Other plans are similar in size to Cook Area Health Services, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Dematha Catholic High School, Inc. 403(b) Plan in MD ($16M, 89 participants).
Which Other plans cover a similar participant headcount to Cook Area Health Services, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants, $46M 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 411344385.

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.