Other · DOL Form 5500 · 2024

Cook Area Health Services,Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
147
Participants Small participant base
68th
Percentile by assets National rank
$118,592
Avg per participant Near 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

$17M in assets, 147 participants

Cook Area Health Services,Inc.'s Cook Area Health Services, Inc. Tax Sheltered Annuity Plan reported $17M in total assets and 147 participants in its 2024 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.

  • #12,241 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Cook Area Health Services, Inc. Tax Sheltered Annuity Plan covers 147 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.

#12,241
in Healthcare & Social Assistance (16,916 peers)
+9.8%
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 2024 · DOL Form 5500

$17,433,085 Top 32% higher than 68% 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

Cook Area Health Services, Inc. Tax Sheltered 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. Cook Area Health Services, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cook Area Health Services, Inc. Tax Sheltered Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cook Area Health Services, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411344385 · Cook Area Health Services,Inc. PY 2024 · Other

Cook Area Health Services, Inc. Tax Sheltered Annuity Plan · $17M · 147 · 68th

  • NET $17M
  • NET 147
  • NET 68th
  • NET Other
  • NET near Alcuin School Defined Contribution Retirement Plan
  • NET ind #12241

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

Village Community School 403(b) Defined Contribution PlanVillage Community School 403…$17MChurchill Center and School for Learning Disabilities 403(b) PlanChurchill Center and School …$17MCommunity Partners 403(b) PlanCommunity Partners 403(b) Pl…$17MCook Area Health Services, Inc. Tax Sheltered Annuity PlanCook Area Health Services, I…$17MAlcuin School Defined Contribution Retirement PlanAlcuin School Defined Contri…$17M
End-of-year total assets ($M) among Cook Area Health Services, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
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): 0.017433085 · Participants: 147Cook Area Health Services, Inc. Tax Sheltered Annuity PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University 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 Alcuin School Defined Contribution Retirement Plan in TX ($17M); by covered participants it is Lawrence Academy Retirement Plan in MA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Cook Area Health Services, Inc. Tax Sheltered Annuity Plan assets move in 2024? ▼
Cook Area Health Services, Inc. Tax Sheltered Annuity Plan grew at a solid clip - up 9.8% during 2024, from $16M to $17M. 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 Alcuin School Defined Contribution Retirement Plan in TX ($17M, 120 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 Lawrence Academy Retirement Plan in MA (147 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.