Profit Sharing · DOL Form 5500 · 2023

Cardiac Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
37th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Cardiac Management, Inc. Profit Sharing Plan · Sponsored by Cardiac Management, Inc. · Ohio · Healthcare & Social Assistance

$3M in assets, 3 participants

Cardiac Management, Inc.'s Cardiac Management, Inc. Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,753 in Healthcare & Social Assistance (17,684 peers)

Cardiac Management, Inc. multi-year trail

Cardiac Management, Inc.'s plans moved +15.0% in assets from 2022 to 2024; this filing shows Cardiac Management, Inc. Profit Sharing Plan at $3M / 3 participants.

#6,753
in Healthcare & Social Assistance (17,684 peers)
+10.2%
assets growth YoY

Cardiac Management, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cardiac Management, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,244,140 37th percentile higher than 37% of 127,068 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 2023

Cardiac Management, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardiac Management, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardiac Management, Inc. Profit Sharing Plan reported net income rose from -$705K in the plan year 2022 filing to $301K in the plan year 2023 filing.
  • Cardiac Management, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341363330 · Cardiac Management, Inc. PY 2023 · Profit Sharing

Cardiac Management, Inc. Profit Sharing Plan · $3M · 3 · 37th

  • EIN $3M
  • RANK 3
  • PHOTO 37th
  • IND Profit Sharing
  • EOY near Shepherd Engineering Inc Profit Sharing Plan
  • 5500 ind #6753

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 Ohio →

Cardiac Management, Inc. Profit Sharing Plan in the asset neighbourhood

Shepherd Engineering Inc Profit Sharing PlanShepherd Engineering Inc Pro…$3MArea Residential Care, Inc. Retirement Savings PlanArea Residential Care, Inc. …$3MMetalworks of Montana, Inc. Profit Sharing PlanMetalworks of Montana, Inc. …$3MWoodland Pond 403(b) Pension PlanWoodland Pond 403(b) Pension…$3MCardiac Management, Inc. Profit Sharing PlanCardiac Management, Inc. Pro…$3M
End-of-year total assets ($M) among Cardiac Management, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Cardiac Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cardiac Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.009126939899476% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.94M $3.38M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

Cardiac Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$301K
Employer EIN341363330
Plan Effective Date1982-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cardiac Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Cardiac Management, Inc. Profit Sharing Plan, Total assets ($B): 0.00324414 · Participants: 3Cardiac Management, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Cardiac Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Cardiac Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

Cardiac Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Shepherd Engineering Inc Profit Sharing Plan in MA ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cardiac Management, Inc. Profit Sharing Plan assets move in 2023? ▼
Cardiac Management, Inc. Profit Sharing Plan grew at a solid clip - up 10.2% during 2023, from $3M to $3M. Reported net income was $301K.
How have Cardiac Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiac Management, Inc.'s sponsor-wide assets grew 15.0%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Cardiac Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Shepherd Engineering Inc Profit Sharing Plan in MA ($3M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Cardiac Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341363330.

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.