401(k) · DOL Form 5500 · 2022

Heart and Vascular of Wisconsin Sc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
112
Participants Small participant base
62nd
Percentile by assets National rank
$77,741
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan · Sponsored by Heart and Vascular of Wisconsin Sc · Wisconsin · Healthcare & Social Assistance

$9M in assets, 112 participants

Heart and Vascular of Wisconsin Sc's Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan reported $9M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,599 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan covers 112 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#13,599
in Healthcare & Social Assistance (20,060 peers)
-7.3%
assets change YoY

The plan reported a net loss of $688K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,707,038 Top 38% higher than 62% 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

Heart and Vascular of Wisconsin Sc 401(k) 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. Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

Plan-year Form 5500 strip

Filing strip 832640128 · Heart and Vascular of Wisconsin Sc PY 2022 · 401(k)

Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan · $9M · 112 · 62nd

  • RANK $9M
  • PHOTO 112
  • IND 62nd
  • EOY 401(k)
  • 5500 near Abm 401(k) Employee Savings Plan II
  • ASSETS ind #13599

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 Wisconsin →

Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan in the asset neighbourhood

Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing PlanHeart and Vascular of Wiscon…$9MAbm 401(k) Employee Savings Plan IIAbm 401(k) Employee Savings …$9MHoward Sheppard, LLC 401(k) PlanHoward Sheppard, LLC 401(k) …$9MOnegoal Retirement Trust$9MStavig Industries LLC 401(k) PlanStavig Industries LLC 401(k)…$9M
End-of-year total assets ($M) among Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$688K
Employer EIN832640128
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heart and Vascular of Wisconsin Sc)

Sponsor-wide plan assets over time

All Heart and Vascular of Wisconsin Sc plans reported in each filing year

Latest sponsor-wide plan assets
$1K 99.98609171109624% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $8.71M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 112 $9M
2023 1 115 $11M
2024 1 135 $1K

Nearby 401(k) Plans in Wisconsin

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

Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan, Total assets ($B): 0.008707038 · Participants: 112Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Abm 401(k) Employee Savings Plan II in NY ($9M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan assets move in 2022? ▼
Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan pulled back noticeably - down 7.3% during 2022, from $9M to $9M. Reported net income was -$688K.
How have Heart and Vascular of Wisconsin Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart and Vascular of Wisconsin Sc's sponsor-wide assets declined 100.0%, from $9M to $1K.
Which 401(k) plans are similar in size to Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abm 401(k) Employee Savings Plan II in NY ($9M, 3,458 participants).
Which 401(k) plans cover a similar participant headcount to Heart and Vascular of Wisconsin Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 832640128.

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.