401(k) · DOL Form 5500 · 2023
Cedar Valley Medical Specialists, P.C. 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 401
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $246,981
- Avg per participant Above avg balance/head
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.
- #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.
- #16,314
- in Healthcare & Social Assistance (17,684 peers)
- +6.5%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings 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. Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits mid-pack in the medium band (401 participants).
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.
DOL schedule card
Filing strip 421417307 · Cedar Valley Medical Specialists, P.C. PY 2023 · 401(k)
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan · $99M · 401 · 91st
- 5500 $99M
- ASSETS 401
- PCT 91st
- EIN 401(k)
- RANK near Metalsa-UAW Retirement and Savings Plan
- PHOTO ind #16314
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 Iowa →
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $6M |
| Employer EIN | 421417307 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cedar Valley Medical Specialists, P.C.)
Sponsor-wide plan assets over time
All Cedar Valley Medical Specialists, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 21.19470907258256% vs 2022
- 2024 filing year
| 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.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Metalsa-UAW Retirement and Savings Plan in VA ($99M); by covered participants it is Aquafil USA, Inc. 401(k) Plan in GA (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Metalsa-UAW Retirement and Savings Plan (VA) $99M · 2,592
- Norco, Inc. 401(k) Savings Plan (ID) $99M · 1,315
- Johnson & Bell, Ltd. 401(k) Profit Sharing Plan (IL) $99M · 156
- Van Andel Institute Retirement Savings Plan (MI) $99M · 487
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Aquafil USA, Inc. 401(k) Plan (GA) 401 · 0 off
- Elementia USA LLC Retirement Plan (TX) 401 · 0 off
- Siltronic Corporation Savings Plan (OR) 401 · 0 off
- Karyopharm Therapeutics Inc. 401(k) Plan (MA) 401 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.