401(k) · DOL Form 5500 · 2024
Cardiothoracic & Vascular Surgical Associates, S.C. 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 70
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $828,104
- Avg per participant High balance/head
Official DOL plan name: Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan · Sponsored by Cardiothoracic & Vascular Surgical Associates, S.C. · Illinois · Healthcare & Social Assistance
$58M in assets, 70 participants
Cardiothoracic & Vascular Surgical Associates, S.C.'s Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan reported $58M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,849 in Healthcare & Social Assistance (16,916 peers)
Where Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan sits by assets
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $58M for 70 participants (~$828,104/participant), up 20.4% in 2024.
- #14,849
- in Healthcare & Social Assistance (16,916 peers)
- +20.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan's outsized position by total assets
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,967,279 Top 14% higher than 86% 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
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings 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. Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan reported participants rose from 58 in the plan year 2023 filing to 70 in the plan year 2024 filing.
- Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan end-of-year assets rose from $48M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 363807853 · Cardiothoracic & Vascular Surgical Associates, S.C. PY 2024 · 401(k)
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan · $58M · 70 · 86th
- BOY $58M
- BOY 70
- BOY 86th
- BOY 401(k)
- BOY near Better Home & Finance Holding Company 401(k) Plan
- BOY ind #14849
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 Illinois →
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $10M |
| Employer EIN | 363807853 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cardiothoracic & Vascular Surgical Associates, S.C.)
Sponsor-wide plan assets over time
All Cardiothoracic & Vascular Surgical Associates, S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 55.43806296151109% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $37M |
| 2023 | 1 | 58 | $48M |
| 2024 | 1 | 70 | $58M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Better Home & Finance Holding Company 401(k) Plan in NY ($58M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- Revenir Energy Services LLC 401(k) Plan (CO) 70 · 0 off
- Bogota Savings Bank 401(k) Savings Plan (NJ) 70 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 70 · 0 off
- Chairish, Inc. 401(k) Plan (CA) 70 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.