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
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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

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

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

Cardiovascular Medicine, PLLC Cash Balance PlanCardiovascular Medicine, PLL…$1KCumberland Packing Corp Employees' Pension Plan & TrustCumberland Packing Corp Empl…$1KPrimary Medical Group of Ventura County, Inc. Defined Benefit Pension PlanPrimary Medical Group of Ven…$907Pension Plan for Employees of East House CorporationPension Plan for Employees o…$2KUtica Boilers, Inc./Enviromaster International Corporation DB PlanUtica Boilers, Inc./Enviroma…$2K
End-of-year total assets ($M) among Cardiovascular Medicine, PLLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$1K
Net Income-$40M
Employer EIN421085919
Plan Effective Date2008-01-01
Filing StatusFILING 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
$56M$57M$58M$59M$60M 20222023 $59.1M $56.4M ▼ -4.6%
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.

Cardiovascular Medicine, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Cardiovascular Medicine, PLLC Cash Balance Plan, Total assets ($B): 0.000001105 · Participants: 208Cardiovascular Medicine, PLLC Cash Balance PlanTransamerica Pension Plan, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Cardiovascular Medicine, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants

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.

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 Cardiovascular Medicine, PLLC Cash Balance Plan assets move in 2022? ▼
Cardiovascular Medicine, PLLC Cash Balance Plan contracted severely - down 100.0% during 2022, from $40M to $1K. Reported net income was -$40M.
How have Cardiovascular Medicine, PLLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cardiovascular Medicine, PLLC's sponsor-wide assets declined 4.6%, from $59M to $56M.
Where does Cardiovascular Medicine, PLLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Cardiovascular Medicine, PLLC Cash Balance Plan ranks in the 0th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Cardiovascular Medicine, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cumberland Packing Corp Employees' Pension Plan & Trust in NY ($1K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cardiovascular Medicine, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is King & Spalding LLP Cash Balance Pension Plan in GA (208 participants, $197M in assets).