401(k) · DOL Form 5500 · 2022

Cedar Valley Medical Specialists, P.C. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
386
Participants Below avg headcount
92nd
Percentile by assets National rank
$240,971
Avg per participant Above avg balance/head
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Official DOL plan name: Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan · Sponsored by Cedar Valley Medical Specialists, P.C. · Iowa · Healthcare & Social Assistance

$93M in assets, 386 participants

Cedar Valley Medical Specialists, P.C.'s Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan reported $93M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,747 in Healthcare & Social Assistance (20,060 peers)

Where Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits by assets

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits in the top 10% of all filed plans by assets, $93M for 386 participants (~$240,971/participant), down 19.9% in 2022.

#18,747
in Healthcare & Social Assistance (20,060 peers)
-19.9%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan's outsized position by total assets

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan vs every filed plan by assets

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

$93,014,695 Top 8% higher than 92% 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

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings 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. Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits mid-pack in the medium band (386 participants).

Published 5500 schedule card

Filing strip 421417307 · Cedar Valley Medical Specialists, P.C. PY 2022 · 401(k)

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan · $93M · 386 · 92nd

  • BOY $93M
  • BOY 386
  • BOY 92nd
  • BOY 401(k)
  • BOY near Larry H. Miller Associates Retirement Plan
  • BOY ind #18747

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 →

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan in the asset neighbourhood

Larry H. Miller Associates Retirement PlanLarry H. Miller Associates R…$93MCedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings PlanCedar Valley Medical Special…$93MMartin Associates Group, Inc. 401(k) Profit Sharing PlanMartin Associates Group, Inc…$93MFamily Healthcare Associates Retirement PlanFamily Healthcare Associates…$93MThe Alpha Corporation of Tennessee Retirement Savings PlanThe Alpha Corporation of Ten…$93M
End-of-year total assets ($M) among Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$93M
Net Income-$23M
Employer EIN421417307
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cedar Valley Medical Specialists, P.C.)

Sponsor-wide plan assets over time

All Cedar Valley Medical Specialists, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$113M 21.19470907258256% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $93M $113M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 386 $93M
2023 1 401 $99M
2024 1 433 $113M

Nearby 401(k) Plans in Iowa

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

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan, Total assets ($B): 0.093014695 · Participants: 386Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan side-by-side with 3 peers →

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Larry H. Miller Associates Retirement Plan in UT ($93M); by covered participants it is Mbi, Inc 401(k) Plan in CT (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan assets move in 2022? ▼
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan declined sharply - down 19.9% during 2022, from $116M to $93M. Reported net income was -$23M.
How have Cedar Valley Medical Specialists, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cedar Valley Medical Specialists, P.C.'s sponsor-wide assets grew 21.2%, from $93M to $113M.
Where does Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan rank by assets among Form 5500 filers? ▼
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Larry H. Miller Associates Retirement Plan in UT ($93M, 4,002 participants).
Which 401(k) plans cover a similar participant headcount to Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbi, Inc 401(k) Plan in CT (386 participants, $51M 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 421417307.

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.