401(k) · DOL Form 5500 · 2023
Lieber & Moore Cardiology Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $119,127
- Avg per participant Near avg balance/head
Official DOL plan name: Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust · Sponsored by Lieber & Moore Cardiology Associates, P.a. · Texas · Healthcare & Social Assistance
$4M in assets, 30 participants
Lieber & Moore Cardiology Associates, P.a.'s Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,130 in Healthcare & Social Assistance (17,684 peers)
Lieber & Moore Cardiology Associates, P.a. multi-year trail
Lieber & Moore Cardiology Associates, P.a.'s plans moved +67.8% in assets from 2022 to 2024; this filing shows Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust at $4M / 30 participants.
- #7,130
- in Healthcare & Social Assistance (17,684 peers)
- +30.0%
- assets growth YoY
Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,573,810 38th percentile higher than 38% 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
Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust reported net income rose from -$155K in the plan year 2022 filing to $824K in the plan year 2023 filing.
- Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust reported participants fell from 38 in the plan year 2022 filing to 30 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 760324613 · Lieber & Moore Cardiology Associates, P.a. PY 2023 · 401(k)
Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust · $4M · 30 · 38th
- IND $4M
- EOY 30
- 5500 38th
- ASSETS 401(k)
- PCT near Ap Sound, LLC. 401(k) Profit Sharing Plan
- EIN ind #7130
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 Texas →
Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Lieber & Moore Cardiology Associates, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Lieber & Moore Cardiology Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 67.84232380237408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $3M |
| 2023 | 1 | 30 | $4M |
| 2024 | 1 | 43 | $5M |
Lieber & Moore Cardiology Associates, P.a. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $824K |
| Employer EIN | 760324613 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Lieber & Moore Cardiology 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ap Sound, LLC. 401(k) Profit Sharing Plan in FL ($4M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 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.