Profit Sharing · DOL Form 5500 · 2024

Apex Cardiology of Silicon Valley, a Medical Partn Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
42nd
Percentile by assets National rank
$428,709
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apex Cardiology of Silicon Valley, a Medical Partnership · Sponsored by Apex Cardiology of Silicon Valley, a Medical Partn · California · Healthcare & Social Assistance

$5M in assets, 12 participants

Apex Cardiology of Silicon Valley, a Medical Partn's Apex Cardiology of Silicon Valley, a Medical Partnership reported $5M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,721 in Healthcare & Social Assistance (16,916 peers)

Apex Cardiology of Silicon Valley, a Medical Partn multi-year trail

Apex Cardiology of Silicon Valley, a Medical Partn's plans moved +112.4% in assets from 2022 to 2024; this filing shows Apex Cardiology of Silicon Valley, a Medical Partnership at $5M / 12 participants.

#7,721
in Healthcare & Social Assistance (16,916 peers)
+48.0%
assets growth YoY

Apex Cardiology of Silicon Valley, a Medical Partnership's mid-pack asset rank among Healthcare & Social Assistance and all filers

Apex Cardiology of Silicon Valley, a Medical Partnership vs every filed plan by assets

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

$5,144,508 42nd percentile higher than 42% 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

Apex Cardiology of Silicon Valley, a Medical Partnership among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apex Cardiology of Silicon Valley, a Medical Partnership is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apex Cardiology of Silicon Valley, a Medical Partnership reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Apex Cardiology of Silicon Valley, a Medical Partnership end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Apex Cardiology of Silicon Valley, a Medical Partnership reported participants fell from 17 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 770513957 · Apex Cardiology of Silicon Valley, a Medical Partn PY 2024 · Profit Sharing

Apex Cardiology of Silicon Valley, a Medical Partnership · $5M · 12 · 42nd

  • BOOK $5M
  • VS-ST 12
  • BOY 42nd
  • SCH Profit Sharing
  • EBSA near David Lebenbom, P.C., Standard Prototype Profit Sharing Plan&trust
  • PART ind #7721

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 →

Apex Cardiology of Silicon Valley, a Medical Partnership in the asset neighbourhood

David Lebenbom, P.C., Standard Prototype Profit Sharing Plan&trustDavid Lebenbom, P.C., Standa…$5MBank of Lafayette Profit-Sharing TrustBank of Lafayette Profit-Sha…$5MApex Cardiology of Silicon Valley, a Medical PartnershipApex Cardiology of Silicon V…$5MHousing Solutions of New York 403(b) PlanHousing Solutions of New Yor…$5MDrugstrategies Defined Contribution Retirement PlanDrugstrategies Defined Contr…$5M
End-of-year total assets ($M) among Apex Cardiology of Silicon Valley, a Medical Partnership and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Apex Cardiology of Silicon Valley, a Medical Partn multi-year asset trail

Sponsor-wide plan assets over time

All Apex Cardiology of Silicon Valley, a Medical Partn plans reported in each filing year

Latest sponsor-wide plan assets
$5M 112.35158218090453% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.42M $5.14M ▲ +112.4%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 17 $3M
2024 1 12 $5M

Apex Cardiology of Silicon Valley, a Medical Partn filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN770513957
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Apex Cardiology of Silicon Valley, a Medical Partnership vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Apex Cardiology of Silicon Valley, a Medical Partnership, Total assets ($B): 0.005144508 · Participants: 12Apex Cardiology of Silicon Valley, a Medical PartnershipScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Apex Cardiology of Silicon Valley, a Medical Partnership vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Apex Cardiology of Silicon Valley, a Medical Partnership side-by-side with 3 peers →

Apex Cardiology of Silicon Valley, a Medical Partnership's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is David Lebenbom, P.C., Standard Prototype Profit Sharing Plan&trust in MI ($5M); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Apex Cardiology of Silicon Valley, a Medical Partnership assets move in 2024? ▼
Apex Cardiology of Silicon Valley, a Medical Partnership surged - up 48.0% during 2024, from $3M to $5M. Reported net income was $2M.
How have Apex Cardiology of Silicon Valley, a Medical Partn plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Cardiology of Silicon Valley, a Medical Partn's sponsor-wide assets grew 112.4%, from $2M to $5M.
Which Profit Sharing plans are similar in size to Apex Cardiology of Silicon Valley, a Medical Partnership? ▼
Among Profit Sharing plans in other states, the closest by assets is David Lebenbom, P.C., Standard Prototype Profit Sharing Plan&trust in MI ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Apex Cardiology of Silicon Valley, a Medical Partnership? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants, N/A 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 770513957.

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.