Profit Sharing · DOL Form 5500 · 2023
Apex Cardiology of Silicon Valley, a Medical Partn Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 17
- Participants
- 38th
- Percentile by assets
- $204,486
- Avg per participant
Official DOL plan name: Apex Cardiology of Silicon Valley, a Medical Partnership · Sponsored by Apex Cardiology of Silicon Valley, a Medical Partn · California · Healthcare & Social Assistance
$3M in assets, 17 participants
Apex Cardiology of Silicon Valley, a Medical Partn's Apex Cardiology of Silicon Valley, a Medical Partnership reported $3M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- 38th percentile by assets (of 127,072 plans)
- #7,032 in Healthcare & Social Assistance (17,684 peers)
Apex Cardiology of Silicon Valley, a Medical Partn multi-year trail
Apex Cardiology of Silicon Valley, a Medical Partn's plans moved +112.4% in assets from 2022 to 2024; this filing shows Apex Cardiology of Silicon Valley, a Medical Partnership at $3M / 17 participants.
- $3M
- total plan assets (2023 EOY)
- 17
- covered participants
- 38th
- percentile by assets (of 127,072 plans)
- $204,486
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Apex Cardiology of Silicon Valley, a Medical Partnership reported net income rose from -$469K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Apex Cardiology of Silicon Valley, a Medical Partnership end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Apex Cardiology of Silicon Valley, a Medical Partnership reported participants rose from 15 in the plan year 2022 filing to 17 in the plan year 2023 filing.
Apex Cardiology of Silicon Valley, a Medical Partn across 3 plan years on file
Across the 3 plan years Apex Cardiology of Silicon Valley, a Medical Partn has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $5M, a gain of 112.4%, while reported participants moved from 15 to 12 (-20.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($2M).
Apex Cardiology of Silicon Valley, a Medical Partn multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $2M |
| 2023 | 1 | 17 | $3M |
| 2024 | 1 | 12 | $5M |
Apex Cardiology of Silicon Valley, a Medical Partn filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 770513957 |
| Plan Effective Date | 1999-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Apex Cardiology of Silicon Valley, a Medical Partnership vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Apex Cardiology of Silicon Valley, a Medical Partnership by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Apex Cardiology of Silicon Valley, a Medical Partnership's numbers.
- By total assets, Apex Cardiology of Silicon Valley, a Medical Partnership ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Apex Cardiology of Silicon Valley, a Medical Partn's sponsor-wide assets have grown 112.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans