401(k) · DOL Form 5500 · 2024

Cherokee Distributing Company, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
322
Participants Below avg headcount
79th
Percentile by assets National rank
$101,767
Avg per participant Below avg balance/head
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Official DOL plan name: Cherokee Distributing Company Inc Employees' Profit-Sharing Plan · Sponsored by Cherokee Distributing Company, Inc. · Tennessee · Wholesale Trade

$33M in assets, 322 participants

Cherokee Distributing Company, Inc.'s Cherokee Distributing Company Inc Employees' Profit-Sharing Plan reported $33M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,715 in Wholesale Trade (6,080 peers)

Coverage in Tennessee

Cherokee Distributing Company Inc Employees' Profit-Sharing Plan covers 322 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $33M.

#4,715
in Wholesale Trade (6,080 peers)
+4.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cherokee Distributing Company Inc Employees' Profit-Sharing Plan's outsized position by total assets

Cherokee Distributing Company Inc Employees' Profit-Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,769,101 Top 21% higher than 79% of 123,620 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 2024

Cherokee Distributing Company Inc Employees' Profit-Sharing 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 Distributing Company Inc Employees' Profit-Sharing Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cherokee Distributing Company Inc Employees' Profit-Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Cherokee Distributing Company Inc Employees' Profit-Sharing Plan reported participants fell from 387 in the plan year 2023 filing to 322 in the plan year 2024 filing.
  • Cherokee Distributing Company Inc Employees' Profit-Sharing Plan end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 620921075 · Cherokee Distributing Company, Inc. PY 2024 · 401(k)

Cherokee Distributing Company Inc Employees' Profit-Sharing Plan · $33M · 322 · 79th

  • EBSA $33M
  • EBSA 322
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Morgan Services, Inc. Savings Plus Plan
  • EBSA ind #4715

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Cherokee Distributing Company Inc Employees' Profit-Sharing Plan in the asset neighbourhood

Cherokee Distributing Company Inc Employees' Profit-Sharing PlanCherokee Distributing Compan…$33MMorgan Services, Inc. Savings Plus PlanMorgan Services, Inc. Saving…$33MMobilityware, LLC 401(k) Plan$33MKa Po'e Hana LLC 401(k) Plan$33MNachi Retirement Plan$33M
End-of-year total assets ($M) among Cherokee Distributing Company Inc Employees' Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$1M
Employer EIN620921075
Plan Effective Date1983-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cherokee Distributing Company, Inc.)

Sponsor-wide plan assets over time

All Cherokee Distributing Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 24.883125128740428% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.2M $32.8M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 357 $26M
2023 1 387 $31M
2024 1 322 $33M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cherokee Distributing Company Inc Employees' Profit-Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Cherokee Distributing Company Inc Employees' Profit-Sharing Plan, Total assets ($B): 0.032769101 · Participants: 322Cherokee Distributing Company Inc Employees' Profit-Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Cherokee Distributing Company Inc Employees' Profit-Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Cherokee Distributing Company Inc Employees' Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Morgan Services, Inc. Savings Plus Plan in IL ($33M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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.

Frequently Asked Questions

How did Cherokee Distributing Company Inc Employees' Profit-Sharing Plan assets move in 2024?
Cherokee Distributing Company Inc Employees' Profit-Sharing Plan edged up modestly - up 4.6% during 2024, from $31M to $33M. Reported net income was $1M.
How have Cherokee Distributing Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cherokee Distributing Company, Inc.'s sponsor-wide assets grew 24.9%, from $26M to $33M.
Where does Cherokee Distributing Company Inc Employees' Profit-Sharing Plan rank by assets among Form 5500 filers?
Cherokee Distributing Company Inc Employees' Profit-Sharing Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cherokee Distributing Company Inc Employees' Profit-Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Morgan Services, Inc. Savings Plus Plan in IL ($33M, 629 participants).
Which 401(k) plans cover a similar participant headcount to Cherokee Distributing Company Inc Employees' Profit-Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants, N/A in assets).