401(k) · DOL Form 5500 · 2023

Cabrillo Cardiology Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
37
Participants Small participant base
66th
Percentile by assets National rank
$383,423
Avg per participant High balance/head
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Official DOL plan name: Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Cabrillo Cardiology Medical Group, Inc. · California · Healthcare & Social Assistance

$14M in assets, 37 participants

Cabrillo Cardiology Medical Group, Inc.'s Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,586 in Healthcare & Social Assistance (17,684 peers)

Cabrillo Cardiology Medical Group, Inc. multi-year trail

Cabrillo Cardiology Medical Group, Inc.'s plans moved +36.4% in assets from 2022 to 2024; this filing shows Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan at $14M / 37 participants.

#12,586
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY

Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,186,637 Top 34% higher than 66% 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

Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing 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. Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$674K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 34 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952741568 · Cabrillo Cardiology Medical Group, Inc. PY 2023 · 401(k)

Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan · $14M · 37 · 66th

  • TYPE $14M
  • TYPE 37
  • TYPE 66th
  • TYPE 401(k)
  • TYPE near Hollis Cobb Associates, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #12586

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 California →

Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing PlanCabrillo Cardiology Medical …$14MHollis Cobb Associates, Inc. 401(k) Profit Sharing PlanHollis Cobb Associates, Inc.…$14MTrenwa, Inc. 401(k) Profit Sharing PlanTrenwa, Inc. 401(k) Profit S…$14MLivestock Marketing Association Profit Sharing Plan and TrustLivestock Marketing Associat…$14MUship, Inc. 401(k) Plan$14M
End-of-year total assets ($M) among Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cabrillo Cardiology Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cabrillo Cardiology Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 36.39035851734446% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.4M $16.8M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 34 $12M
2023 1 37 $14M
2024 1 40 $17M

Cabrillo Cardiology Medical Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN952741568
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.014186637 · Participants: 37Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hollis Cobb Associates, Inc. 401(k) Profit Sharing Plan in GA ($14M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.9% during 2023, from $12M to $14M. Reported net income was $2M.
How have Cabrillo Cardiology Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cabrillo Cardiology Medical Group, Inc.'s sponsor-wide assets grew 36.4%, from $12M to $17M.
Which 401(k) plans are similar in size to Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hollis Cobb Associates, Inc. 401(k) Profit Sharing Plan in GA ($14M, 413 participants).
Which 401(k) plans cover a similar participant headcount to Cabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $16M 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 952741568.

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.