401(k) · DOL Form 5500 · 2023

Cardiovascular Medicine, P.C. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
230
Participants Below avg headcount
87th
Percentile by assets National rank
$244,983
Avg per participant Above avg balance/head
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Official DOL plan name: Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan · Sponsored by Cardiovascular Medicine, P.C. · Iowa · Healthcare & Social Assistance

$56M in assets, 230 participants

Cardiovascular Medicine, P.C.'s Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan reported $56M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,696 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan covers 230 participants in Iowa, about 38% of the average Iowa filer (state average ~609 per filing). Assets: $56M.

#15,696
in Healthcare & Social Assistance (17,684 peers)
-4.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan's outsized position by total assets

Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$56,346,144 Top 13% higher than 87% 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

Cardiovascular Medicine, P. C. 401(k) Profit Sharing 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. Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan reported participants rose from 215 in the plan year 2022 filing to 230 in the plan year 2023 filing.
  • Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan end-of-year assets fell from $59M in the plan year 2022 filing to $56M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421085919 · Cardiovascular Medicine, P.C. PY 2023 · 401(k)

Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan · $56M · 230 · 87th

  • NET $56M
  • NET 230
  • NET 87th
  • NET 401(k)
  • NET near Uniti Group Inc. 401(k) Plan
  • NET ind #15696

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 →

Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan in the asset neighbourhood

Barletta Engineering Corporation 401(k) Profit Sharing PlanBarletta Engineering Corpora…$56MCardiovascular Medicine, P. C. 401(k) Profit Sharing PlanCardiovascular Medicine, P. …$56MUniti Group Inc. 401(k) Plan$56MLoffler Companies, Inc. 401(k) Profit Sharing PlanLoffler Companies, Inc. 401(…$56MHarbor Foods Group Inc. 401(k) PlanHarbor Foods Group Inc. 401(…$56M
End-of-year total assets ($M) among Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$56M
Net Income-$3M
Employer EIN421085919
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiovascular Medicine, P.C.)

Sponsor-wide plan assets over time

All Cardiovascular Medicine, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 4.626583969294124% vs 2022
2023 filing year
$56M$57M$58M$59M$60M 20222023 $59.1M $56.4M ▼ -4.6%
Year Plans Participants Total Assets
2022 2 423 $59M
2023 2 466 $56M

Nearby 401(k) Plans in Iowa

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

Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan, Total assets ($B): 0.056346144 · Participants: 230Cardiovascular Medicine, P. C. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Uniti Group Inc. 401(k) Plan in AR ($56M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan edged down modestly - down 4.6% during 2023, from $59M to $56M. Reported net income was -$3M.
How have Cardiovascular Medicine, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cardiovascular Medicine, P.C.'s sponsor-wide assets declined 4.6%, from $59M to $56M.
Where does Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uniti Group Inc. 401(k) Plan in AR ($56M, 785 participants).
Which 401(k) plans cover a similar participant headcount to Cardiovascular Medicine, P. C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 421085919.

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.