Defined Benefit (Pension) · DOL Form 5500 · 2022
Cardiovascular Medicine, PLLC Pension Plan
Data updated 2026-08-25
- $1K
- Total assets Small plan by assets
- 208
- Participants Below avg headcount
- 0th
- Percentile by assets National rank
- $5
- Avg per participant Low balance/head
Official DOL plan name: Cardiovascular Medicine, PLLC Cash Balance Plan · Sponsored by Cardiovascular Medicine, PLLC · Iowa · Healthcare & Social Assistance
$1K in assets, 208 participants
Cardiovascular Medicine, PLLC's Cardiovascular Medicine, PLLC Cash Balance Plan reported $1K in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 0th 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.
- #61 in Healthcare & Social Assistance (20,060 peers)
Coverage in Iowa
Cardiovascular Medicine, PLLC Cash Balance Plan covers 208 participants in Iowa, about 34% of the average Iowa filer (state average ~609 per filing). Assets: $1K.
- #61
- in Healthcare & Social Assistance (20,060 peers)
- -100.0%
- assets change YoY
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cardiovascular Medicine, PLLC Cash Balance Plan among the smaller filed plans by assets
Cardiovascular Medicine, PLLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,105 0th percentile higher than 0% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cardiovascular Medicine, PLLC Cash Balance 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. Cardiovascular Medicine, PLLC Cash Balance Plan sits mid-pack in the medium band (208 participants).
Plan-year Form 5500 strip
Filing strip 421085919 · Cardiovascular Medicine, PLLC PY 2022 · Defined Benefit (Pension)
Cardiovascular Medicine, PLLC Cash Balance Plan · $1K · 208 · 0th
- PART $1K
- PART 208
- PART 0th
- PART Defined Benefit (Pension)
- PART near Cumberland Packing Corp Employees' Pension Plan & Trust
- PART ind #61
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 Iowa →
Cardiovascular Medicine, PLLC Cash Balance Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $1K |
| Net Income | -$40M |
| Employer EIN | 421085919 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cardiovascular Medicine, PLLC)
Sponsor-wide plan assets over time
All Cardiovascular Medicine, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 4.626583969294124% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 423 | $59M |
| 2023 | 2 | 466 | $56M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 6,789
- Principal Cash Balance Plan $1.5B · 11,788
- Midamerican Energy Company Retirement Plan $490M · 3,321
- Employers Mutual Casualty Company Retirement Plan $321M · 2,037
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $287M · 1,641
Cardiovascular Medicine, PLLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Cumberland Packing Corp Employees' Pension Plan & Trust in NY ($1K); by covered participants it is King & Spalding LLP Cash Balance Pension Plan in GA (208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1K here).
- Cumberland Packing Corp Employees' Pension Plan & Trust (NY) $1K · N/A
- Primary Medical Group of Ventura County, Inc. Defined Benefit Pension Plan (CA) $907 · 99
- Pension Plan for Employees of East House Corporation (NY) $2K · 23
- Utica Boilers, Inc./Enviromaster International Corporation DB Plan (NY) $2K · 12
Similar participant headcount
Nearest other-state filings by covered participants (208 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.