401(k) · DOL Form 5500 · 2023

Citrus Cardiology Consultants, PA 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
157
Participants Small participant base
68th
Percentile by assets National rank
$100,965
Avg per participant Below avg balance/head
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Official DOL plan name: Citrus Cardiology Consultants, PA Profit Sharing Plan · Sponsored by Citrus Cardiology Consultants, PA · Florida · Healthcare & Social Assistance

$16M in assets, 157 participants

Citrus Cardiology Consultants, PA's Citrus Cardiology Consultants, PA Profit Sharing Plan reported $16M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,954 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Citrus Cardiology Consultants, PA Profit Sharing Plan covers 157 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $16M.

#12,954
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY

Citrus Cardiology Consultants, PA Profit Sharing Plan's outsized position by total assets

Citrus Cardiology Consultants, PA Profit Sharing Plan vs every filed plan by assets

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

$15,851,509 Top 32% higher than 68% 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

Citrus Cardiology Consultants, PA Profit Sharing 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. Citrus Cardiology Consultants, PA Profit Sharing Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citrus Cardiology Consultants, PA Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Citrus Cardiology Consultants, PA Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Citrus Cardiology Consultants, PA Profit Sharing Plan reported participants rose from 153 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592123944 · Citrus Cardiology Consultants, PA PY 2023 · 401(k)

Citrus Cardiology Consultants, PA Profit Sharing Plan · $16M · 157 · 68th

  • BOOK $16M
  • VS-ST 157
  • BOY 68th
  • SCH 401(k)
  • EBSA near Anesthesia Associates Medical Group, Inc. Profit Sharing Plan
  • PART ind #12954

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 Florida →

Citrus Cardiology Consultants, PA Profit Sharing Plan in the asset neighbourhood

Citrus Cardiology Consultants, PA Profit Sharing PlanCitrus Cardiology Consultant…$16MAnesthesia Associates Medical Group, Inc. Profit Sharing PlanAnesthesia Associates Medica…$16MJacsten Holdings, LLC 401(k) PlanJacsten Holdings, LLC 401(k)…$16MOlympic Sports & Spine PLLC 401(k) PlanOlympic Sports & Spine PLLC …$16MGoldman, Magdalin & Krikes, LLP 401(k) Profit Sharing PlanGoldman, Magdalin & Krikes, …$16M
End-of-year total assets ($M) among Citrus Cardiology Consultants, PA Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN592123944
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrus Cardiology Consultants, PA)

Sponsor-wide plan assets over time

All Citrus Cardiology Consultants, PA plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.280666410398712% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $16.9M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 153 $13M
2023 1 157 $16M
2024 1 168 $17M

Nearby 401(k) Plans in Florida

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

Citrus Cardiology Consultants, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Citrus Cardiology Consultants, PA Profit Sharing Plan, Total assets ($B): 0.015851509 · Participants: 157Citrus Cardiology Consultants, PA Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Citrus Cardiology Consultants, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citrus Cardiology Consultants, PA Profit Sharing Plan side-by-side with 3 peers →

Citrus Cardiology Consultants, PA Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Anesthesia Associates Medical Group, Inc. Profit Sharing Plan in CA ($16M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Citrus Cardiology Consultants, PA Profit Sharing Plan assets move in 2023? ▼
Citrus Cardiology Consultants, PA Profit Sharing Plan grew sharply - up 20.7% during 2023, from $13M to $16M. Reported net income was $3M.
How have Citrus Cardiology Consultants, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus Cardiology Consultants, PA's sponsor-wide assets grew 28.3%, from $13M to $17M.
Which 401(k) plans are similar in size to Citrus Cardiology Consultants, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anesthesia Associates Medical Group, Inc. Profit Sharing Plan in CA ($16M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Citrus Cardiology Consultants, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 592123944.

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.