401(k) · DOL Form 5500 · 2023

Cardiovascular Research Foundation 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
154
Participants Small participant base
72nd
Percentile by assets National rank
$125,835
Avg per participant Near avg balance/head
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Official DOL plan name: Cardiovascular Research Foundation 401(k) Plan · Sponsored by Cardiovascular Research Foundation · New York · Healthcare & Social Assistance

$19M in assets, 154 participants

Cardiovascular Research Foundation's Cardiovascular Research Foundation 401(k) Plan reported $19M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,535 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Cardiovascular Research Foundation 401(k) Plan covers 154 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $19M.

#13,535
in Healthcare & Social Assistance (17,684 peers)
+15.3%
assets growth YoY

Cardiovascular Research Foundation 401(k) Plan's outsized position by total assets

Cardiovascular Research Foundation 401(k) Plan vs every filed plan by assets

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

$19,378,620 Top 28% higher than 72% 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

Cardiovascular Research Foundation 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. Cardiovascular Research Foundation 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardiovascular Research Foundation 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cardiovascular Research Foundation 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Cardiovascular Research Foundation 401(k) Plan reported participants fell from 168 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521752653 · Cardiovascular Research Foundation PY 2023 · 401(k)

Cardiovascular Research Foundation 401(k) Plan · $19M · 154 · 72nd

  • PART $19M
  • PART 154
  • PART 72nd
  • PART 401(k)
  • PART near Cop, Hometown Services, Inc. Employee Retirement 401(k) Plan
  • PART ind #13535

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 New York →

Cardiovascular Research Foundation 401(k) Plan in the asset neighbourhood

Cardiovascular Research Foundation 401(k) PlanCardiovascular Research Foun…$19MCop, Hometown Services, Inc. Employee Retirement 401(k) PlanCop, Hometown Services, Inc.…$19MThe Arthur Companies, Inc. 401(k) Profit Sharing PlanThe Arthur Companies, Inc. 4…$19MSbs-Nolan 401(k) Plan$19MEmi 401(k) Plan$19M
End-of-year total assets ($M) among Cardiovascular Research Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN521752653
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiovascular Research Foundation)

Sponsor-wide plan assets over time

All Cardiovascular Research Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 41.334578352784526% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.8M $23.8M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 168 $17M
2023 1 154 $19M
2024 1 167 $24M

Nearby 401(k) Plans in New York

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

Cardiovascular Research Foundation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cardiovascular Research Foundation 401(k) Plan, Total assets ($B): 0.01937862 · Participants: 154Cardiovascular Research Foundation 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cardiovascular Research Foundation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cardiovascular Research Foundation 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Cop, Hometown Services, Inc. Employee Retirement 401(k) Plan in OK ($19M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Cardiovascular Research Foundation 401(k) Plan assets move in 2023? ▼
Cardiovascular Research Foundation 401(k) Plan grew sharply - up 15.3% during 2023, from $17M to $19M. Reported net income was $3M.
How have Cardiovascular Research Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiovascular Research Foundation's sponsor-wide assets grew 41.3%, from $17M to $24M.
Which 401(k) plans are similar in size to Cardiovascular Research Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cop, Hometown Services, Inc. Employee Retirement 401(k) Plan in OK ($19M, 1,167 participants).
Which 401(k) plans cover a similar participant headcount to Cardiovascular Research Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 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 521752653.

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.