401(k) · DOL Form 5500 · 2023

Pioneer Valley Cardiology, P.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
101
Participants Small participant base
73rd
Percentile by assets National rank
$201,779
Avg per participant Above avg balance/head
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Official DOL plan name: Pioneer Valley Cardiology, PC 401(k) Plan · Sponsored by Pioneer Valley Cardiology, P.C. · Massachusetts · Healthcare & Social Assistance

$20M in assets, 101 participants

Pioneer Valley Cardiology, P.C.'s Pioneer Valley Cardiology, PC 401(k) Plan reported $20M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,665 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Pioneer Valley Cardiology, PC 401(k) Plan covers 101 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.

#13,665
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY

Pioneer Valley Cardiology, PC 401(k) Plan's outsized position by total assets

Pioneer Valley Cardiology, PC 401(k) Plan vs every filed plan by assets

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

$20,379,667 Top 27% higher than 73% 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

Pioneer Valley Cardiology, PC 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. Pioneer Valley Cardiology, PC 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pioneer Valley Cardiology, PC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pioneer Valley Cardiology, PC 401(k) Plan reported participants rose from 91 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Pioneer Valley Cardiology, PC 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042505412 · Pioneer Valley Cardiology, P.C. PY 2023 · 401(k)

Pioneer Valley Cardiology, PC 401(k) Plan · $20M · 101 · 73rd

  • RANK $20M
  • PHOTO 101
  • IND 73rd
  • EOY 401(k)
  • 5500 near Kapco, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #13665

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 Massachusetts →

Pioneer Valley Cardiology, PC 401(k) Plan in the asset neighbourhood

Pioneer Valley Cardiology, PC 401(k) PlanPioneer Valley Cardiology, P…$20MKapco, Inc. 401(k) Profit Sharing PlanKapco, Inc. 401(k) Profit Sh…$20MPathfinder Bank 401(k) Savings PlanPathfinder Bank 401(k) Savin…$20MClick N' Close, Inc. 401(k) PlanClick N' Close, Inc. 401(k) …$20MRehabilitation Associates, Inc. 401(k) PlanRehabilitation Associates, I…$20M
End-of-year total assets ($M) among Pioneer Valley Cardiology, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN042505412
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pioneer Valley Cardiology, P.C.)

Sponsor-wide plan assets over time

All Pioneer Valley Cardiology, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.684967210592843% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $19M $21.2M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 91 $19M
2023 1 101 $20M
2024 1 102 $21M

Nearby 401(k) Plans in Massachusetts

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

Pioneer Valley Cardiology, PC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Pioneer Valley Cardiology, PC 401(k) Plan, Total assets ($B): 0.020379667 · Participants: 101Pioneer Valley Cardiology, PC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Pioneer Valley Cardiology, PC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Pioneer Valley Cardiology, PC 401(k) Plan side-by-side with 3 peers →

Pioneer Valley Cardiology, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kapco, Inc. 401(k) Profit Sharing Plan in WI ($20M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Pioneer Valley Cardiology, PC 401(k) Plan assets move in 2023? ▼
Pioneer Valley Cardiology, PC 401(k) Plan grew at a solid clip - up 7.3% during 2023, from $19M to $20M. Reported net income was $1M.
How have Pioneer Valley Cardiology, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pioneer Valley Cardiology, P.C.'s sponsor-wide assets grew 11.7%, from $19M to $21M.
Which 401(k) plans are similar in size to Pioneer Valley Cardiology, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kapco, Inc. 401(k) Profit Sharing Plan in WI ($20M, 702 participants).
Which 401(k) plans cover a similar participant headcount to Pioneer Valley Cardiology, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 042505412.

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.