Profit Sharing · DOL Form 5500 · 2023
Tucson Cardiology Ltd Profit Sharing Plan
Data updated 2026-08-25
- $29K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $28,575
- Avg per participant Low balance/head
Official DOL plan name: Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement · Sponsored by Tucson Cardiology Ltd · Arizona · Healthcare & Social Assistance
$29K in assets, 1 participants
Tucson Cardiology Ltd's Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement reported $29K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.
- #315 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement declined sharply 16.0% in 2023 ($34K → $29K) for 1 participant.
- #315
- in Healthcare & Social Assistance (17,684 peers)
- -16.0%
- assets change YoY
The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement among the smaller filed plans by assets
Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,575 3rd percentile higher than 3% 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
Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement reported net income rose from -$113K in the plan year 2022 filing to -$5K in the plan year 2023 filing.
- Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement end-of-year assets fell from $34K in the plan year 2022 filing to $29K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860338948 · Tucson Cardiology Ltd PY 2023 · Profit Sharing
Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement · $29K · 1 · 3rd
- PART $29K
- PART 1
- PART 3rd
- PART Profit Sharing
- PART near Pinecrest Ventures Inc. Retirement Plan
- PART ind #315
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 Arizona →
Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement in the asset neighbourhood
Tucson Cardiology Ltd years around the 2023 move
Sponsor-wide plan assets over time
All Tucson Cardiology Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $32K 6.0347616386789396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $34K |
| 2023 | 1 | 1 | $29K |
| 2024 | 1 | 1 | $32K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $34K |
|---|---|
| Net Assets (End of Year) | $27K |
| Net Income | -$5K |
| Employer EIN | 860338948 |
| Plan Effective Date | 1977-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
- Marana Health Center, Inc. 403b Plan $28M · 725
- Center for Biological Diversity 403(b) DC Plan $26M · 180
Tucson Cardiology Ltd Profit Sharing Plan & Trust Agreement's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Pinecrest Ventures Inc. Retirement Plan in MN ($29K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.