401(k) · DOL Form 5500 · 2023

Cardiothoracic & Vascular Surgeons, P.a. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
133
Participants Small participant base
88th
Percentile by assets National rank
$519,899
Avg per participant High balance/head
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Official DOL plan name: Ctvs 401(k) Plan · Sponsored by Cardiothoracic & Vascular Surgeons, P.a. · Texas · Healthcare & Social Assistance

$69M in assets, 133 participants

Cardiothoracic & Vascular Surgeons, P.a.'s Ctvs 401(k) Plan reported $69M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,953 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Ctvs 401(k) Plan covers 133 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $69M.

#15,953
in Healthcare & Social Assistance (17,684 peers)
+13.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ctvs 401(k) Plan's outsized position by total assets

Ctvs 401(k) Plan vs every filed plan by assets

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

$69,146,598 Top 12% higher than 88% 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

Ctvs 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. Ctvs 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ctvs 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ctvs 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $69M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741796484 · Cardiothoracic & Vascular Surgeons, P.a. PY 2023 · 401(k)

Ctvs 401(k) Plan · $69M · 133 · 88th

  • ASSETS $69M
  • ASSETS 133
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near Florida Crystals Corporation Savings and Investment Plan
  • ASSETS ind #15953

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 Texas →

Ctvs 401(k) Plan in the asset neighbourhood

Ctvs 401(k) Plan$69MMariner Savings Plan$69MFlorida Crystals Corporation Savings and Investment PlanFlorida Crystals Corporation…$69MCommunity Computer Service, Inc. 401(k) PlanCommunity Computer Service, …$69MDierbergs Markets, Inc. 401(k) PlanDierbergs Markets, Inc. 401(…$69M
End-of-year total assets ($M) among Ctvs 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$69M
Net Income$8M
Employer EIN741796484
Plan Effective Date1974-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiothoracic & Vascular Surgeons, P.a.)

Sponsor-wide plan assets over time

All Cardiothoracic & Vascular Surgeons, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 13.055051499583229% vs 2022
2024 filing year
$60M$65M$70M 202220232024 $61.2M $69.2M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 132 $61M
2023 1 133 $69M
2024 1 127 $69M

Nearby 401(k) Plans in Texas

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

Ctvs 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ctvs 401(k) Plan, Total assets ($B): 0.069146598 · Participants: 133Ctvs 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ctvs 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ctvs 401(k) Plan side-by-side with 3 peers →

Ctvs 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Florida Crystals Corporation Savings and Investment Plan in FL ($69M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Ctvs 401(k) Plan assets move in 2023? ▼
Ctvs 401(k) Plan grew at a solid clip - up 13.0% during 2023, from $61M to $69M. Reported net income was $8M.
How have Cardiothoracic & Vascular Surgeons, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiothoracic & Vascular Surgeons, P.a.'s sponsor-wide assets grew 13.1%, from $61M to $69M.
Where does Ctvs 401(k) Plan rank by assets among Form 5500 filers? ▼
Ctvs 401(k) Plan ranks in the 88th 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 Ctvs 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Florida Crystals Corporation Savings and Investment Plan in FL ($69M, 924 participants).
Which 401(k) plans cover a similar participant headcount to Ctvs 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 741796484.

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.