401(k) · DOL Form 5500 · 2022

Citrus Cardiology Consultants, PA 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
153
Participants Small participant base
70th
Percentile by assets National rank
$85,831
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citrus Cardiology Consultants, PA Profit Sharing Plan · Sponsored by Citrus Cardiology Consultants, PA · Florida · Healthcare & Social Assistance

$13M in assets, 153 participants

Citrus Cardiology Consultants, PA's Citrus Cardiology Consultants, PA Profit Sharing Plan reported $13M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,048 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Citrus Cardiology Consultants, PA Profit Sharing Plan covers 153 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#15,048
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citrus Cardiology Consultants, PA Profit Sharing Plan's outsized position by total assets

Citrus Cardiology Consultants, PA Profit Sharing Plan vs every filed plan by assets

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

$13,132,088 Top 30% higher than 70% 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

Citrus Cardiology Consultants, PA Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citrus Cardiology Consultants, PA Profit Sharing Plan sits mid-pack in the medium band (153 participants).

EBSA filing schedule strip

Filing strip 592123944 · Citrus Cardiology Consultants, PA PY 2022 · 401(k)

Citrus Cardiology Consultants, PA Profit Sharing Plan · $13M · 153 · 70th

  • RANK $13M
  • PHOTO 153
  • IND 70th
  • EOY 401(k)
  • 5500 near Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #15048

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 Florida →

Citrus Cardiology Consultants, PA Profit Sharing Plan in the asset neighbourhood

Citrus Cardiology Consultants, PA Profit Sharing PlanCitrus Cardiology Consultant…$13MWagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and TrustWagstaff & Cartmell, LLP 401…$13MFenster & Fenster an Accountancy Corp. 401(k) Profit Sharing PlanFenster & Fenster an Account…$13MC&c Sales, Inc. Profit Sharing PlanC&c Sales, Inc. Profit Shari…$13MCapital Resin Corporation 401(k) PlanCapital Resin Corporation 40…$13M
End-of-year total assets ($M) among Citrus Cardiology Consultants, PA Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN592123944
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrus Cardiology Consultants, PA)

Sponsor-wide plan assets over time

All Citrus Cardiology Consultants, PA plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.280666410398712% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $16.9M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 153 $13M
2023 1 157 $16M
2024 1 168 $17M

Nearby 401(k) Plans in Florida

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

Citrus Cardiology Consultants, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Citrus Cardiology Consultants, PA Profit Sharing Plan, Total assets ($B): 0.013132088 · Participants: 153Citrus Cardiology Consultants, PA Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Citrus Cardiology Consultants, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citrus Cardiology Consultants, PA Profit Sharing Plan side-by-side with 3 peers →

Citrus Cardiology Consultants, PA Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust in MO ($13M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Citrus Cardiology Consultants, PA Profit Sharing Plan assets move in 2022? ▼
Citrus Cardiology Consultants, PA Profit Sharing Plan pulled back noticeably - down 12.8% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Citrus Cardiology Consultants, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus Cardiology Consultants, PA's sponsor-wide assets grew 28.3%, from $13M to $17M.
Which 401(k) plans are similar in size to Citrus Cardiology Consultants, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust in MO ($13M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Citrus Cardiology Consultants, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 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 592123944.

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.