401(k) · DOL Form 5500 · 2024
Cumberland Heights Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 346
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $42,710
- Avg per participant Low balance/head
Official DOL plan name: Cumberland Heights Foundation, Inc. 401(k) Retirement Plan · Sponsored by Cumberland Heights Foundation, Inc. · Tennessee · Healthcare & Social Assistance
$15M in assets, 346 participants
Cumberland Heights Foundation, Inc.'s Cumberland Heights Foundation, Inc. 401(k) Retirement Plan reported $15M in total assets and 346 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,696 in Healthcare & Social Assistance (16,916 peers)
Coverage in Tennessee
Cumberland Heights Foundation, Inc. 401(k) Retirement Plan covers 346 participants in Tennessee, about 31% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.
- #11,696
- in Healthcare & Social Assistance (16,916 peers)
- +20.5%
- 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 2024 · DOL Form 5500
$14,777,597 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cumberland Heights Foundation, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (346 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cumberland Heights Foundation, Inc. 401(k) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Cumberland Heights Foundation, Inc. 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Cumberland Heights Foundation, Inc. 401(k) Retirement Plan reported participants rose from 321 in the plan year 2023 filing to 346 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 626050684 · Cumberland Heights Foundation, Inc. PY 2024 · 401(k)
Cumberland Heights Foundation, Inc. 401(k) Retirement Plan · $15M · 346 · 64th
- SCH $15M
- EBSA 346
- PART 64th
- TYPE 401(k)
- NET near Medical Eye Center Inc 401(k) Profit Sharing Plan and Trust
- BOOK ind #11696
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
Tennessee filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 626050684 |
| Plan Effective Date | 1983-12-31 |
| Filing Status | FILING 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
| 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.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
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 Medical Eye Center Inc 401(k) Profit Sharing Plan and Trust in OR ($15M); by covered participants it is Dodge & Cox Profit Sharing Plan in CA (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Medical Eye Center Inc 401(k) Profit Sharing Plan and Trust (OR) $15M · 154
- Episource LLC 401(k) Plan (MN) $15M · 336
- The Kenjya-Trusant Group, LLC 401(k) Plan (MD) $15M · 69
- Swd, Inc. Defined Contribution Plan (IL) $15M · 202
Similar participant headcount
Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.
- Dodge & Cox Profit Sharing Plan (CA) 346 · 0 off
- College Fresh, Inc. Retirement Savings Plan (IL) 346 · 0 off
- Viwinco, Inc. 401(k) Plan (PA) 346 · 0 off
- Chelsea Milling Company, Chelsea Milling Division, Defined Contribution Plan (MI) 346 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.