401(k) · DOL Form 5500 · 2023

Cedar Valley Medical Specialists, P.C. 401(k) Plan

Data updated 2026-08-11

$99M
Total assets
401
Participants
91st
Percentile by assets
$246,981
Avg per participant
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Official DOL plan name: Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan · Sponsored by Cedar Valley Medical Specialists, P.C. · Iowa · Healthcare & Social Assistance

$99M in assets, 401 participants

Cedar Valley Medical Specialists, P.C.'s Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan reported $99M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,314 in Healthcare & Social Assistance (17,684 peers)

Where Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits by assets

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits in the top 10% of all filed plans by assets, $99M for 401 participants (~$246,981/participant), up 6.5% in 2023.

$99M
total plan assets (2023 EOY)
401
covered participants
91st
percentile by assets (of 127,072 plans)
$246,981
avg assets per participant

Where Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits by total assets

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan vs every filed plan by assets

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

$99,039,394 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan end-of-year assets rose from $93M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan reported participants rose from 386 in the plan year 2022 filing to 401 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Healthcare & Social Assistance

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan vs the 2023 asset distribution

By assets, Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$99M
Net Income$6M
Employer EIN421417307
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cedar Valley Medical Specialists, P.C.)

$90M$100M$110M$120M 202220232024 $93M $113M ▲ +21.2%
Total plan assets by year, all Cedar Valley Medical Specialists, P.C. plans on file
Year Plans Participants Total Assets
2022 1 386 $93M
2023 1 401 $99M
2024 1 433 $113M

Nearby 401(k) Plans in Iowa

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

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Cedar Valley Medical…, Total assets ($B): 0.099039394 · Participants: 401Cedar Valley Medical…The Principal Select…, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select…Iowa Health System S…, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affil…The Rsm US LLP Retir…, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retir…Transamerica 401(k) …, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) …
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Cedar Valley Medical Specialists, P.C. P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan assets move in 2023? ▼
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan grew at a solid clip - up 6.5% during 2023, from $93M to $99M. Reported net income was $6M.
How have Cedar Valley Medical Specialists, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cedar Valley Medical Specialists, P.C.'s sponsor-wide assets grew 21.2%, from $93M to $113M.
Where does Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan rank by assets among Form 5500 filers? ▼
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metalsa-UAW Retirement and Savings Plan in VA ($99M, 2,592 participants).

Next read for Cedar Valley Medical Specialists, P.C. P…

Scale reading

Ways to act on Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan's numbers.

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 421417307.

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.