401(k) · DOL Form 5500 · 2024

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
366
Participants Below avg headcount
72nd
Percentile by assets National rank
$59,478
Avg per participant Low balance/head
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Official DOL plan name: Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan · Sponsored by Cardiothoracic & Vascular Surgical Associates, PA · Minnesota · Healthcare & Social Assistance

$22M in assets, 366 participants

Cardiothoracic & Vascular Surgical Associates, PA's Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan reported $22M in total assets and 366 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,887 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan covers 366 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.

#12,887
in Healthcare & Social Assistance (16,916 peers)
-24.1%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan's outsized position by total assets

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,769,005 Top 28% higher than 72% of 123,620 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 2024

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan end-of-year assets fell from $29M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan reported participants rose from 308 in the plan year 2023 filing to 366 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 593338654 · Cardiothoracic & Vascular Surgical Associates, PA PY 2024 · 401(k)

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan · $22M · 366 · 72nd

  • 5500 $22M
  • 5500 366
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Lightcast 401(k) Plan
  • 5500 ind #12887

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 Minnesota →

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan in the asset neighbourhood

Cardiothoracic & Vascular Surgical Associates, PA 401(k) PlanCardiothoracic & Vascular Su…$22MLightcast 401(k) Plan$22MBrillient Corporation 401(k) PspBrillient Corporation 401(k)…$22MSila Solutions Group 401(k) Profit Sharing PlanSila Solutions Group 401(k) …$22M403(b) Thrift Plan for Employees of Ki Bois Community Action Foundation, Inc.403(b) Thrift Plan for Emplo…$22M
End-of-year total assets ($M) among Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$22M
Net Income-$7M
Employer EIN593338654
Plan Effective Date1996-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiothoracic & Vascular Surgical Associates, PA)

Sponsor-wide plan assets over time

All Cardiothoracic & Vascular Surgical Associates, PA plans reported in each filing year

Latest sponsor-wide plan assets
$22M 9.481977898788159% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $24.1M $21.8M ▼ -9.5%
Year Plans Participants Total Assets
2022 1 261 $24M
2023 1 308 $29M
2024 1 366 $22M

Nearby 401(k) Plans in Minnesota

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

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan, Total assets ($B): 0.021769005 · Participants: 366Cardiothoracic & Vascular Surgical Associates, PA 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan side-by-side with 3 peers →

Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Lightcast 401(k) Plan in ID ($22M); by covered participants it is Conning & Company (U.S.) Retirement Savings Plan in CT (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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.

Frequently Asked Questions

How did Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan assets move in 2024? ▼
Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan declined sharply - down 24.1% during 2024, from $29M to $22M. Reported net income was -$7M.
How have Cardiothoracic & Vascular Surgical Associates, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiothoracic & Vascular Surgical Associates, PA's sponsor-wide assets declined 9.5%, from $24M to $22M.
Which 401(k) plans are similar in size to Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lightcast 401(k) Plan in ID ($22M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Cardiothoracic & Vascular Surgical Associates, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conning & Company (U.S.) Retirement Savings Plan in CT (366 participants, $160M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593338654.

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.