401(k) · DOL Form 5500 · 2023

Cardiovascular Institute of the South 401(k) Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
848
Participants Near avg headcount
94th
Percentile by assets National rank
$204,728
Avg per participant Above avg balance/head
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Official DOL plan name: Cardiovascular Institute of the South 401(k) Profit Sharing Plan · Sponsored by Cardiovascular Institute of the South · Louisiana · Healthcare & Social Assistance

$174M in assets, 848 participants

Cardiovascular Institute of the South's Cardiovascular Institute of the South 401(k) Profit Sharing Plan reported $174M in total assets and 848 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,781 in Healthcare & Social Assistance (17,684 peers)

Where Cardiovascular Institute of the South 401(k) Profit Sharing Plan sits by assets

Cardiovascular Institute of the South 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $174M for 848 participants (~$204,728/participant), up 34.7% in 2023.

#16,781
in Healthcare & Social Assistance (17,684 peers)
+34.7%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Cardiovascular Institute of the South 401(k) Profit Sharing Plan's outsized position by total assets

Cardiovascular Institute of the South 401(k) Profit Sharing Plan vs every filed plan by assets

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

$173,609,289 Top 6% higher than 94% 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 Institute of the South 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 Institute of the South 401(k) Profit Sharing Plan sits mid-pack in the medium band (848 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardiovascular Institute of the South 401(k) Profit Sharing Plan reported net income rose from -$22M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Cardiovascular Institute of the South 401(k) Profit Sharing Plan end-of-year assets rose from $129M in the plan year 2022 filing to $174M in the plan year 2023 filing.
  • Cardiovascular Institute of the South 401(k) Profit Sharing Plan reported participants rose from 814 in the plan year 2022 filing to 848 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 720993441 · Cardiovascular Institute of the South PY 2023 · 401(k)

Cardiovascular Institute of the South 401(k) Profit Sharing Plan · $174M · 848 · 94th

  • PART $174M
  • TYPE 848
  • NET 94th
  • BOOK 401(k)
  • VS-ST near Laureate Education, Inc. 401(k) Retirement Savings Plan
  • BOY ind #16781

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 Louisiana →

Cardiovascular Institute of the South 401(k) Profit Sharing Plan in the asset neighbourhood

Mavis Tire Supply LLC 401(k) PlanMavis Tire Supply LLC 401(k)…$174MCardiovascular Institute of the South 401(k) Profit Sharing PlanCardiovascular Institute of …$174MLaureate Education, Inc. 401(k) Retirement Savings PlanLaureate Education, Inc. 401…$174MInterface, Inc. Savings and Investment PlanInterface, Inc. Savings and …$174MBlue Bell Creameries, Inc. 401(k) PlanBlue Bell Creameries, Inc. 4…$174M
End-of-year total assets ($M) among Cardiovascular Institute of the South 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$174M
Net Income$45M
Employer EIN720993441
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiovascular Institute of the South)

Sponsor-wide plan assets over time

All Cardiovascular Institute of the South plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $129M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 814 $129M
2023 1 848 $174M
2024 1 882 N/A

Nearby 401(k) Plans in Louisiana

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

Cardiovascular Institute of the South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Cardiovascular Institute of the South 401(k) Profit Sharing Plan, Total assets ($B): 0.173609289 · Participants: 848Cardiovascular Institute of the South 401(k) Profit Sharing PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Cardiovascular Institute of the South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Cardiovascular Institute of the South 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cardiovascular Institute of the South 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Laureate Education, Inc. 401(k) Retirement Savings Plan in FL ($174M); by covered participants it is Community Medical Services 401(k) in AZ (848 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($174M here).

Similar participant headcount

Nearest other-state filings by covered participants (848 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 Institute of the South 401(k) Profit Sharing Plan assets move in 2023? ▼
Cardiovascular Institute of the South 401(k) Profit Sharing Plan surged - up 34.7% during 2023, from $129M to $174M. Reported net income was $45M.
Where does Cardiovascular Institute of the South 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cardiovascular Institute of the South 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cardiovascular Institute of the South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laureate Education, Inc. 401(k) Retirement Savings Plan in FL ($174M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Cardiovascular Institute of the South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Medical Services 401(k) in AZ (848 participants, $9M 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 720993441.

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.