401(k) · DOL Form 5500 · 2023
Monmouth Cardiology Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 136
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $336,228
- Avg per participant High balance/head
Official DOL plan name: Monmouth Cardiology Associates, LLC 401(k) Plan · Sponsored by Monmouth Cardiology Associates, LLC · New Jersey · Healthcare & Social Assistance
$46M in assets, 136 participants
Monmouth Cardiology Associates, LLC's Monmouth Cardiology Associates, LLC 401(k) Plan reported $46M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #15,369 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Monmouth Cardiology Associates, LLC 401(k) Plan covers 136 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $46M.
- #15,369
- in Healthcare & Social Assistance (17,684 peers)
- -2.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monmouth Cardiology Associates, LLC 401(k) Plan's outsized position by total assets
Monmouth Cardiology Associates, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,727,053 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Monmouth Cardiology Associates, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monmouth Cardiology Associates, LLC 401(k) Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monmouth Cardiology Associates, LLC 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Monmouth Cardiology Associates, LLC 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 136 in the plan year 2023 filing.
- Monmouth Cardiology Associates, LLC 401(k) Plan end-of-year assets fell from $47M in the plan year 2022 filing to $46M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 223460933 · Monmouth Cardiology Associates, LLC PY 2023 · 401(k)
Monmouth Cardiology Associates, LLC 401(k) Plan · $46M · 136 · 85th
- EOY $46M
- 5500 136
- ASSETS 85th
- PCT 401(k)
- EIN near Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan
- RANK ind #15369
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 Jersey →
Monmouth Cardiology Associates, LLC 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$1M |
| Employer EIN | 223460933 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monmouth Cardiology Associates, LLC)
Sponsor-wide plan assets over time
All Monmouth Cardiology Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 0.7793197093313403% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $47M |
| 2023 | 1 | 136 | $46M |
| 2024 | 1 | 130 | $47M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Monmouth Cardiology Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Southern Bancorp 401(k) Retirement Savings and Employee Stock Ownership Plan in AR ($46M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Testout Corporation Safe Harbor 401(k) Plan (UT) 136 · 0 off
- The Contractors Retirement Plan (MD) 136 · 0 off
- Davis Miles, PLLC 401(k) Plan (AZ) 136 · 0 off
- Montauk Energy Holdings, LLC 401(k) Profit Sharing Plan Trust (PA) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.