401(k) · DOL Form 5500 · 2022

Cardiac Surgery Associates, S.C. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
83
Participants Small participant base
72nd
Percentile by assets National rank
$170,797
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust · Sponsored by Cardiac Surgery Associates, S.C. · Illinois · Healthcare & Social Assistance

$14M in assets, 83 participants

Cardiac Surgery Associates, S.C.'s Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust reported $14M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,280 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust declined sharply 23.5% in 2022 ($19M → $14M) for 83 participants.

#15,280
in Healthcare & Social Assistance (20,060 peers)
-23.5%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust's outsized position by total assets

Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust vs every filed plan by assets

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

$14,176,153 Top 28% higher than 72% 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

Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust is a small filing (83 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 363819436 · Cardiac Surgery Associates, S.C. PY 2022 · 401(k)

Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust · $14M · 83 · 72nd

  • EIN $14M
  • EIN 83
  • EIN 72nd
  • EIN 401(k)
  • EIN near Soar Technology Inc. 401(k) Profit Sharing Plan & Trust
  • EIN ind #15280

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 →

Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust in the asset neighbourhood

Cardiac Surgery Associates, S.C. 401(k) Savings Plan and TrustCardiac Surgery Associates, …$14MSoar Technology Inc. 401(k) Profit Sharing Plan & TrustSoar Technology Inc. 401(k) …$14MBituminous Paving Employee's Profit Sharing Plan & TrustBituminous Paving Employee's…$14MJerry's Gm, LLC 401(k) Plan$14MPrice Engineering Company, Inc. Employees' Retirement PlanPrice Engineering Company, I…$14M
End-of-year total assets ($M) among Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN363819436
Plan Effective Date1991-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust, Total assets ($B): 0.014176153 · Participants: 83Cardiac Surgery Associates, S.C. 401(k) Savings Plan and TrustState 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
Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Soar Technology Inc. 401(k) Profit Sharing Plan & Trust in MI ($14M); by covered participants it is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust assets move in 2022?
Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust declined sharply - down 23.5% during 2022, from $19M to $14M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Soar Technology Inc. 401(k) Profit Sharing Plan & Trust in MI ($14M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Cardiac Surgery Associates, S.C. 401(k) Savings Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 participants, N/A in assets).