401(k) · DOL Form 5500 · 2022

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
261
Participants Below avg headcount
80th
Percentile by assets National rank
$92,143
Avg per participant Below avg balance/head
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Official DOL plan name: Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan · Sponsored by Cardiothoracic & Vascular Surgical Associates, PA · Florida · Healthcare & Social Assistance

$24M in assets, 261 participants

Cardiothoracic & Vascular Surgical Associates, PA's Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan reported $24M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,646 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan covers 261 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $24M.

#16,646
in Healthcare & Social Assistance (20,060 peers)
-11.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan's outsized position by total assets

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan vs every filed plan by assets

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

$24,049,360 Top 20% higher than 80% 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, PA 401(k) 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. Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan sits mid-pack in the medium band (261 participants).

Published 5500 schedule card

Filing strip 593338654 · Cardiothoracic & Vascular Surgical Associates, PA PY 2022 · 401(k)

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan · $24M · 261 · 80th

  • IND $24M
  • EOY 261
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Sandler Retirement Plan
  • EIN ind #16646

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 →

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan in the asset neighbourhood

Cardiothoracic & Vascular Surgical Associates, PA 401(k) PlanCardiothoracic & Vascular Su…$24MSandler Retirement Plan$24MDrucker & Falk, Inc. 401(k) PlanDrucker & Falk, Inc. 401(k) …$24MMac Trailer Enterprises, Inc. 401(k) PlanMac Trailer Enterprises, Inc…$24MJames Marine, Inc./Paducah River Service 401(k) Retirement Plan.James Marine, Inc./Paducah R…$24M
End-of-year total assets ($M) among Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN593338654
Plan Effective Date1996-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiothoracic & Vascular Surgical Associates, PA)

Sponsor-wide plan assets over time

All Cardiothoracic & Vascular Surgical Associates, PA plans reported in each filing year

Latest sponsor-wide plan assets
$22M 9.481977898788159% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $24.1M $21.8M ▼ -9.5%
Year Plans Participants Total Assets
2022 1 261 $24M
2023 1 308 $29M
2024 1 366 $22M

Nearby 401(k) Plans in Florida

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

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan, Total assets ($B): 0.02404936 · Participants: 261Cardiothoracic & Vascular Surgical Associates, PA 401(k) 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
Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan side-by-side with 3 peers →

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Sandler Retirement Plan in VA ($24M); by covered participants it is Pioneer Holdings Profit Sharing Plan in KY (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (261 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, PA 401(k) Plan assets move in 2022? ▼
Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan pulled back noticeably - down 11.7% during 2022, from $27M to $24M. Reported net income was -$3M.
How have Cardiothoracic & Vascular Surgical Associates, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiothoracic & Vascular Surgical Associates, PA's sponsor-wide assets declined 9.5%, from $24M to $22M.
Where does Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan rank by assets among Form 5500 filers? ▼
Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan ranks in the 80th 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, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sandler Retirement Plan in VA ($24M, 478 participants).
Which 401(k) plans cover a similar participant headcount to Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Holdings Profit Sharing Plan in KY (261 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 593338654.

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.