401(k) · DOL Form 5500 · 2022

Cardiothoracic & Vascular Surgical Associates, S.C. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
66
Participants Small participant base
85th
Percentile by assets National rank
$565,043
Avg per participant High balance/head
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Official DOL plan name: Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan · Sponsored by Cardiothoracic & Vascular Surgical Associates, S.C. · Illinois · Healthcare & Social Assistance

$37M in assets, 66 participants

Cardiothoracic & Vascular Surgical Associates, S.C.'s Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan reported $37M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,564 in Healthcare & Social Assistance (20,060 peers)

Where Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan sits by assets

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $37M for 66 participants (~$565,043/participant), down 17.3% in 2022.

#17,564
in Healthcare & Social Assistance (20,060 peers)
-17.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan's outsized position by total assets

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan vs every filed plan by assets

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

$37,292,847 Top 15% higher than 85% of 139,123 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 2022

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan is a small filing (66 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 363807853 · Cardiothoracic & Vascular Surgical Associates, S.C. PY 2022 · 401(k)

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan · $37M · 66 · 85th

  • EBSA $37M
  • EBSA 66
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Western Equipment, LLC Retirement Savings Plan
  • EBSA ind #17564

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 Illinois →

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan in the asset neighbourhood

Mascaro Services, Inc. 401(k)/Profit Sharing PlanMascaro Services, Inc. 401(k…$37MCardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings PlanCardiothoracic & Vascular Su…$37MWestern Equipment, LLC Retirement Savings PlanWestern Equipment, LLC Retir…$37MAxis Communications, Inc. 401(k) PlanAxis Communications, Inc. 40…$37MSturm Financial Group 401(k) Profit Sharing PlanSturm Financial Group 401(k)…$37M
End-of-year total assets ($M) among Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$8M
Employer EIN363807853
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiothoracic & Vascular Surgical Associates, S.C.)

Sponsor-wide plan assets over time

All Cardiothoracic & Vascular Surgical Associates, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 55.43806296151109% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.3M $58M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 66 $37M
2023 1 58 $48M
2024 1 70 $58M

Nearby 401(k) Plans in Illinois

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

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan, Total assets ($B): 0.037292847 · Participants: 66Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan side-by-side with 3 peers →

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Western Equipment, LLC Retirement Savings Plan in OK ($37M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan assets move in 2022? ▼
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan declined sharply - down 17.3% during 2022, from $45M to $37M. Reported net income was -$8M.
How have Cardiothoracic & Vascular Surgical Associates, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiothoracic & Vascular Surgical Associates, S.C.'s sponsor-wide assets grew 55.4%, from $37M to $58M.
Where does Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan ranks in the 85th 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 Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Equipment, LLC Retirement Savings Plan in OK ($37M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aptera Software Inc. 401(k) Plan in IN (66 participants, N/A in assets).

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 363807853.

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.