Other · DOL Form 5500 · 2024
Cherokee Health Systems, Inc. Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 618
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $93,334
- Avg per participant Below avg balance/head
Official DOL plan name: Cherokee Health Systems, Inc. Tax Deferred Retirement Plan · Sponsored by Cherokee Health Systems, Inc. · Tennessee · Healthcare & Social Assistance
$58M in assets, 618 participants
Cherokee Health Systems, Inc.'s Cherokee Health Systems, Inc. Tax Deferred Retirement Plan reported $58M in total assets and 618 participants in its 2024 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.
- #14,839 in Healthcare & Social Assistance (16,916 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, $58M for 618 participants (~$93,334/participant), up 5.9% in 2024.
- #14,839
- in Healthcare & Social Assistance (16,916 peers)
- +5.9%
- assets growth YoY
- 0.6×
- 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 2024 · DOL Form 5500
$57,680,688 Top 14% higher than 86% 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 Health Systems, Inc. Tax Deferred 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. Cherokee Health Systems, Inc. Tax Deferred Retirement Plan sits mid-pack in the medium band (618 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cherokee Health Systems, Inc. Tax Deferred Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Cherokee Health Systems, Inc. Tax Deferred Retirement Plan end-of-year assets rose from $54M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Cherokee Health Systems, Inc. Tax Deferred Retirement Plan reported participants rose from 608 in the plan year 2023 filing to 618 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 620637925 · Cherokee Health Systems, Inc. PY 2024 · Other
Cherokee Health Systems, Inc. Tax Deferred Retirement Plan · $58M · 618 · 86th
- PHOTO $58M
- PHOTO 618
- PHOTO 86th
- PHOTO Other
- PHOTO near Vaughn College of Aeronautics and Technology Defined Contribution Retirement Plan
- PHOTO ind #14839
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $3M |
| Employer EIN | 620637925 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING 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
| 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.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
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 Vaughn College of Aeronautics and Technology Defined Contribution Retirement Plan in NY ($58M); by covered participants it is Children's Health System, Inc. Defined Contribution Plan in VA (618 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (618 participants); asset peers above are excluded.
- Children's Health System, Inc. Defined Contribution Plan (VA) 618 · 0 off
- Employshare, Inc. 401(k) Profit Sharing Plan (PA) 619 · 1 off
- Chc Retirement Savings Plan (WA) 617 · 1 off
- Student Conservation Association Inc. 403b Plan (VA) 617 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.