401(k) · DOL Form 5500 · 2023

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
308
Participants Below avg headcount
79th
Percentile by assets National rank
$93,165
Avg per participant Below avg balance/head
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Official DOL plan name: Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan · Sponsored by Cardiothoracic & Vascular Surgical Associates, PA · Minnesota · Healthcare & Social Assistance

$29M in assets, 308 participants

Cardiothoracic & Vascular Surgical Associates, PA's Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan reported $29M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,477 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan covers 308 participants in Minnesota, about 27% of the average Minnesota filer (state average ~1,126 per filing). Assets: $29M.

#14,477
in Healthcare & Social Assistance (17,684 peers)
+19.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan's outsized position by total assets

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan vs every filed plan by assets

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

$28,694,810 Top 21% higher than 79% 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

Cardiothoracic & Vascular Surgical Associates, PA 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. Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan reported participants rose from 261 in the plan year 2022 filing to 308 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 593338654 · Cardiothoracic & Vascular Surgical Associates, PA PY 2023 · 401(k)

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan · $29M · 308 · 79th

  • BOOK $29M
  • VS-ST 308
  • BOY 79th
  • SCH 401(k)
  • EBSA near Savings Plan of New London County Mutual Insurance Company
  • PART ind #14477

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 Minnesota →

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan in the asset neighbourhood

Cardiothoracic & Vascular Surgical Associates, PA 401(k) PlanCardiothoracic & Vascular Su…$29MSavings Plan of New London County Mutual Insurance CompanySavings Plan of New London C…$29MGk Management Co., Inc. and Affiliated Companies 401(k) PlanGk Management Co., Inc. and …$29MMurcor, Inc. 401(k) Profit Sharing PlanMurcor, Inc. 401(k) Profit S…$29MOrtho Montana, Psc 401(k) Profit Sharing PlanOrtho Montana, Psc 401(k) Pr…$29M
End-of-year total assets ($M) among Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN593338654
Plan Effective Date1996-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiothoracic & Vascular Surgical Associates, PA)

Sponsor-wide plan assets over time

All Cardiothoracic & Vascular Surgical Associates, PA plans reported in each filing year

Latest sponsor-wide plan assets
$22M 9.481977898788159% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $24.1M $21.8M ▼ -9.5%
Year Plans Participants Total Assets
2022 1 261 $24M
2023 1 308 $29M
2024 1 366 $22M

Nearby 401(k) Plans in Minnesota

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

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan, Total assets ($B): 0.02869481 · Participants: 308Cardiothoracic & Vascular Surgical Associates, PA 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan side-by-side with 3 peers →

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Savings Plan of New London County Mutual Insurance Company in CT ($29M); by covered participants it is Kemberton Healthcare Services 401(k) Plan in TN (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan assets move in 2023? ▼
Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan grew sharply - up 19.3% during 2023, from $24M to $29M. Reported net income was $5M.
How have Cardiothoracic & Vascular Surgical Associates, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiothoracic & Vascular Surgical Associates, PA's sponsor-wide assets declined 9.5%, from $24M to $22M.
Where does Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan rank by assets among Form 5500 filers? ▼
Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan of New London County Mutual Insurance Company in CT ($29M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemberton Healthcare Services 401(k) Plan in TN (308 participants, N/A 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 593338654.

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.