401(k) · DOL Form 5500 · 2022

Cardiac Specialists P C 401(k) Plan

Data updated 2026-08-11

$18M
Total assets
22
Participants
76th
Percentile by assets
$829,856
Avg per participant
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Official DOL plan name: Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust · Sponsored by Cardiac Specialists P C · Connecticut · Healthcare & Social Assistance

$18M in assets, 22 participants

Cardiac Specialists P C's Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust reported $18M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 139,126 plans)
  • #16,006 in Healthcare & Social Assistance (20,060 peers)

Where Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust sits by assets

Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $18M for 22 participants (~$829,856/participant), down 27.9% in 2022.

$18M
total plan assets (2022 EOY)
22
covered participants
76th
percentile by assets (of 139,126 plans)
$829,856
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust sits by total assets

Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,256,824 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Connecticut
Industry
Healthcare & Social Assistance

Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust vs the 2022 asset distribution

By assets, Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$18M
Net Income-$7M
Employer EIN061355105
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiac Specialists P C)

$5M$10M$15M$20M 202220232024 $18.3M $10.4M ▼ -43.0%
Total plan assets by year, all Cardiac Specialists P C plans on file
Year Plans Participants Total Assets
2022 1 22 $18M
2023 1 21 $8M
2024 1 23 $10M

Nearby 401(k) Plans in Connecticut

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

Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Cardiac Specialists …, Total assets ($B): 0.018256824 · Participants: 22Cardiac Specialists …United Technologies …, Total assets ($B): 48.916975 · Participants: 55762United Technologies …GE Retirement Saving…, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Saving…Citi Retirement Savi…, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Sa…
Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Cardiac Specialists PC 401(k) Profit Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust declined sharply - down 27.9% during 2022, from $25M to $18M. Reported net income was -$7M.
How have Cardiac Specialists P C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiac Specialists P C's sponsor-wide assets declined 43.0%, from $18M to $10M.
Where does Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Darrsave 401(k) Plan in TX ($18M, 352 participants).

Next read for Cardiac Specialists PC 401(k) Profit Sha…

Scale reading

Ways to act on Cardiac Specialists PC 401(k) Profit Sharing Plan & Trust's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061355105.

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.