401(k) · DOL Form 5500 · 2023
Cardiothoracic & Vascular Surgical Associates, S.C. 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 58
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $830,320
- Avg per participant High balance/head
Official DOL plan name: Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan · Sponsored by Cardiothoracic & Vascular Surgical Associates, S.C. · Illinois · Healthcare & Social Assistance
$48M in assets, 58 participants
Cardiothoracic & Vascular Surgical Associates, S.C.'s Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan reported $48M in total assets and 58 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.
- #15,462 in Healthcare & Social Assistance (17,684 peers)
Where Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan sits by assets
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $48M for 58 participants (~$830,320/participant), up 29.1% in 2023.
- #15,462
- in Healthcare & Social Assistance (17,684 peers)
- +29.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan's outsized position by total assets
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$48,158,585 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
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan reported participants fell from 66 in the plan year 2022 filing to 58 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 363807853 · Cardiothoracic & Vascular Surgical Associates, S.C. PY 2023 · 401(k)
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan · $48M · 58 · 85th
- EIN $48M
- RANK 58
- PHOTO 85th
- IND 401(k)
- EOY near Fresh Mark, Inc. Savings Plan
- 5500 ind #15462
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 Illinois →
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $11M |
| Employer EIN | 363807853 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cardiothoracic & Vascular Surgical Associates, S.C.)
Sponsor-wide plan assets over time
All Cardiothoracic & Vascular Surgical Associates, S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 55.43806296151109% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $37M |
| 2023 | 1 | 58 | $48M |
| 2024 | 1 | 70 | $58M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Fresh Mark, Inc. Savings Plan in OH ($48M); by covered participants it is Group M Puerto Rico, Inc. Retirement Savings Plan in PR (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Fresh Mark, Inc. Savings Plan (OH) $48M · 635
- The Haddad Organization, Ltd. 401(k) Profit Sharing Plan (NJ) $48M · 439
- Veranex 401(k) Plan (MA) $48M · 417
- Curtis C. Gunn, Inc. 401(k) Plan (TX) $48M · 653
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Group M Puerto Rico, Inc. Retirement Savings Plan (PR) 58 · 0 off
- Esb Financial 401(k) Plan (KS) 58 · 0 off
- Dci/Shires, Inc. 401(k) Plan (WV) 58 · 0 off
- Skybox Security, Inc. 401(k) Plan (CA) 58 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.