401(k) · DOL Form 5500 · 2024
Cardiology Specialists of Orange County 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $225,699
- Avg per participant Above avg balance/head
Official DOL plan name: Cardiology Specialists of Orange County Retirement Plan · Sponsored by Cardiology Specialists of Orange County · California · Healthcare & Social Assistance
$9M in assets, 40 participants
Cardiology Specialists of Orange County's Cardiology Specialists of Orange County Retirement Plan reported $9M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #9,946 in Healthcare & Social Assistance (16,916 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 $9M / 40 participants.
- #9,946
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
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 2024 · DOL Form 5500
$9,027,953 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cardiology Specialists of Orange County Retirement Plan among smaller filed plans by headcount
Plan-year 2024 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 (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cardiology Specialists of Orange County Retirement Plan reported net income rose from -$3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Cardiology Specialists of Orange County Retirement Plan reported participants rose from 28 in the plan year 2023 filing to 40 in the plan year 2024 filing.
- Cardiology Specialists of Orange County Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 330734849 · Cardiology Specialists of Orange County PY 2024 · 401(k)
Cardiology Specialists of Orange County Retirement Plan · $9M · 40 · 54th
- RANK $9M
- RANK 40
- RANK 54th
- RANK 401(k)
- RANK near Cox Manufacturing Co., Inc. 401(k) Profit Sharing Plan
- RANK ind #9946
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 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $11M |
| 2023 | 1 | 28 | $8M |
| 2024 | 1 | 40 | $9M |
Cardiology Specialists of Orange County filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 330734849 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
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 Cox Manufacturing Co., Inc. 401(k) Profit Sharing Plan in TX ($9M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.