401(k) · DOL Form 5500 · 2024

Heart South Cardiovascular Group, P.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
94
Participants Small participant base
68th
Percentile by assets National rank
$194,129
Avg per participant Above avg balance/head
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Official DOL plan name: Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan · Sponsored by Heart South Cardiovascular Group, P.C. · Alabama · Healthcare & Social Assistance

$18M in assets, 94 participants

Heart South Cardiovascular Group, P.C.'s Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan reported $18M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,403 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan grew sharply 17.2% in 2024 ($16M → $18M) for 94 participants.

#12,403
in Healthcare & Social Assistance (16,916 peers)
+17.2%
assets growth YoY

Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,248,083 Top 32% higher than 68% 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

Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing 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. Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 470885243 · Heart South Cardiovascular Group, P.C. PY 2024 · 401(k)

Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan · $18M · 94 · 68th

  • BOOK $18M
  • BOOK 94
  • BOOK 68th
  • BOOK 401(k)
  • BOOK near Holt's Cigar Co., Inc. 401(k) Savings Plan
  • BOOK ind #12403

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 Alabama →

Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing PlanHeart South Cardiovascular G…$18MHolt's Cigar Co., Inc. 401(k) Savings PlanHolt's Cigar Co., Inc. 401(k…$18MOnline Labels Group Retirement PlanOnline Labels Group Retireme…$18MFairway Lawns, LLC 401(k) PlanFairway Lawns, LLC 401(k) Pl…$18MMt Intermediate Holdings, LLC 401(k) Plan and TrustMt Intermediate Holdings, LL…$18M
End-of-year total assets ($M) among Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN470885243
Plan Effective Date2003-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.018248083 · Participants: 94Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Holt's Cigar Co., Inc. 401(k) Savings Plan in PA ($18M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan grew sharply - up 17.2% during 2024, from $16M to $18M. Reported net income was $3M.
Which 401(k) plans are similar in size to Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holt's Cigar Co., Inc. 401(k) Savings Plan in PA ($18M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 470885243.

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.