401(k) · DOL Form 5500 · 2023

Cardiology Specialists of Orange County 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
28
Participants Small participant base
53rd
Percentile by assets National rank
$276,185
Avg per participant High balance/head
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Official DOL plan name: Cardiology Specialists of Orange County Retirement Plan · Sponsored by Cardiology Specialists of Orange County · California · Healthcare & Social Assistance

$8M in assets, 28 participants

Cardiology Specialists of Orange County's Cardiology Specialists of Orange County Retirement Plan reported $8M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,351 in Healthcare & Social Assistance (17,684 peers)

Cardiology Specialists of Orange County multi-year trail

Cardiology Specialists of Orange County's plans moved -15.9% in assets from 2022 to 2024; this filing shows Cardiology Specialists of Orange County Retirement Plan at $8M / 28 participants.

#10,351
in Healthcare & Social Assistance (17,684 peers)
-27.9%
assets change YoY

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.

Cardiology Specialists of Orange County Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cardiology Specialists of Orange County Retirement Plan vs every filed plan by assets

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

$7,733,178 Top 47% higher than 53% 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

Cardiology Specialists of Orange County Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardiology Specialists of Orange County Retirement Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardiology Specialists of Orange County Retirement Plan end-of-year assets fell from $11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cardiology Specialists of Orange County Retirement Plan reported net income fell from -$2M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Cardiology Specialists of Orange County Retirement Plan reported participants rose from 27 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330734849 · Cardiology Specialists of Orange County PY 2023 · 401(k)

Cardiology Specialists of Orange County Retirement Plan · $8M · 28 · 53rd

  • PHOTO $8M
  • PHOTO 28
  • PHOTO 53rd
  • PHOTO 401(k)
  • PHOTO near Aylo Health 401(k) Retirement Savings Plan
  • PHOTO ind #10351

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 California →

Cardiology Specialists of Orange County Retirement Plan in the asset neighbourhood

Cardiology Specialists of Orange County Retirement PlanCardiology Specialists of Or…$8MAylo Health 401(k) Retirement Savings PlanAylo Health 401(k) Retiremen…$8MKualoa Ranch Hawaii, Inc. 401(k) Savings PlanKualoa Ranch Hawaii, Inc. 40…$8MIron Point Partners 401(k) PlanIron Point Partners 401(k) P…$8MGrowing Up Green Charter Schools 401(k) Retirement PlanGrowing Up Green Charter Sch…$8M
End-of-year total assets ($M) among Cardiology Specialists of Orange County Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cardiology Specialists of Orange County multi-year asset trail

Sponsor-wide plan assets over time

All Cardiology Specialists of Orange County plans reported in each filing year

Latest sponsor-wide plan assets
$9M 15.854225728086565% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $10.7M $9.03M ▼ -15.8%
Year Plans Participants Total Assets
2022 1 27 $11M
2023 1 28 $8M
2024 1 40 $9M

Cardiology Specialists of Orange County filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN330734849
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Cardiology Specialists of Orange County Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cardiology Specialists of Orange County Retirement Plan, Total assets ($B): 0.007733178 · Participants: 28Cardiology Specialists of Orange County Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Cardiology Specialists of Orange County Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cardiology Specialists of Orange County Retirement Plan side-by-side with 3 peers →

Cardiology Specialists of Orange County Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aylo Health 401(k) Retirement Savings Plan in GA ($8M); by covered participants it is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Cardiology Specialists of Orange County Retirement Plan assets move in 2023? ▼
Cardiology Specialists of Orange County Retirement Plan declined sharply - down 27.9% during 2023, from $11M to $8M. Reported net income was -$3M.
How have Cardiology Specialists of Orange County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiology Specialists of Orange County's sponsor-wide assets declined 15.9%, from $11M to $9M.
Which 401(k) plans are similar in size to Cardiology Specialists of Orange County Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aylo Health 401(k) Retirement Savings Plan in GA ($8M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Cardiology Specialists of Orange County Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants, $968K 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 330734849.

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.