401(k) · DOL Form 5500 · 2022
Cardiovascular Research Foundation 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $100,049
- Avg per participant Below avg balance/head
Official DOL plan name: Cardiovascular Research Foundation 401(k) Plan · Sponsored by Cardiovascular Research Foundation · New York · Healthcare & Social Assistance
$17M in assets, 168 participants
Cardiovascular Research Foundation's Cardiovascular Research Foundation 401(k) Plan reported $17M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,791 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Cardiovascular Research Foundation 401(k) Plan covers 168 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $17M.
- #15,791
- in Healthcare & Social Assistance (20,060 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cardiovascular Research Foundation 401(k) Plan's outsized position by total assets
Cardiovascular Research Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,808,305 Top 26% higher than 74% 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 Research Foundation 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. Cardiovascular Research Foundation 401(k) Plan sits mid-pack in the medium band (168 participants).
DOL schedule card
Filing strip 521752653 · Cardiovascular Research Foundation PY 2022 · 401(k)
Cardiovascular Research Foundation 401(k) Plan · $17M · 168 · 74th
- ASSETS $17M
- ASSETS 168
- ASSETS 74th
- ASSETS 401(k)
- ASSETS near Choice Schools Profit Sharing Plan
- ASSETS ind #15791
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 New York →
Cardiovascular Research Foundation 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 521752653 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cardiovascular Research Foundation)
Sponsor-wide plan assets over time
All Cardiovascular Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 41.334578352784526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $17M |
| 2023 | 1 | 154 | $19M |
| 2024 | 1 | 167 | $24M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Cardiovascular Research Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Choice Schools Profit Sharing Plan in MI ($17M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Mmi-Es 401(k) Retirement Plan (MI) 168 · 0 off
- Tierney Brothers, Inc. Profit Sharing Plan and 401(k) Plan (MN) 168 · 0 off
- Femco Machine Co. 401(k) Plan (PA) 168 · 0 off
- Radiology of Indiana, P.C. 401(k) Plan (IN) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.