Other · DOL Form 5500 · 2024
Sioux Valley Memorial Hospital Association D/B/a Cherokee Regional Med Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 268
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $83,544
- Avg per participant Below avg balance/head
Official DOL plan name: Cherokee Regional Medical Center Tax Deferred Annuity Plan · Sponsored by Sioux Valley Memorial Hospital Association D/B/a Cherokee Regional Med · Iowa · Healthcare & Social Assistance
$22M in assets, 268 participants
Sioux Valley Memorial Hospital Association D/B/a Cherokee Regional Med's Cherokee Regional Medical Center Tax Deferred Annuity Plan reported $22M in total assets and 268 participants in its 2024 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.
- #12,956 in Healthcare & Social Assistance (16,916 peers)
Coverage in Iowa
Cherokee Regional Medical Center Tax Deferred Annuity Plan covers 268 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $22M.
- #12,956
- in Healthcare & Social Assistance (16,916 peers)
- +13.4%
- 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 2024 · DOL Form 5500
$22,389,697 Top 28% higher than 72% 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
Cherokee Regional Medical Center Tax Deferred Annuity 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. Cherokee Regional Medical Center Tax Deferred Annuity Plan sits mid-pack in the medium band (268 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cherokee Regional Medical Center Tax Deferred Annuity Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Cherokee Regional Medical Center Tax Deferred Annuity Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Cherokee Regional Medical Center Tax Deferred Annuity Plan reported participants fell from 305 in the plan year 2023 filing to 268 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 420707096 · Sioux Valley Memorial Hospital Association D/B/a Cherokee Regional Med PY 2024 · Other
Cherokee Regional Medical Center Tax Deferred Annuity Plan · $22M · 268 · 72nd
- PCT $22M
- PCT 268
- PCT 72nd
- PCT Other
- PCT near International Association of Fire Chiefs Defined Contribution Plan
- PCT ind #12956
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
Iowa filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 420707096 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sioux Valley Memorial Hospital Association D/B/a Cherokee Regional Med)
Sponsor-wide plan assets over time
All Sioux Valley Memorial Hospital Association D/B/a Cherokee Regional Med plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 37.222402034964055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $16M |
| 2023 | 1 | 305 | $20M |
| 2024 | 1 | 268 | $22M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $621M · 2,554
- Act, Inc. Defined Contribution Retirement Plan $393M · 913
- Grinnell College Employees Retirement Savings Plan $374M · 841
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $297M · 1,285
- St. Ambrose University Defined Contribution Plan $123M · 698
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 International Association of Fire Chiefs Defined Contribution Plan in VA ($22M); by covered participants it is Greens Farms Academy Defined Contribution Plan in CT (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.