401(k) · DOL Form 5500 · 2024

Cardiothoracic & Vascular Surgical Associates, S.C. 401(k) Plan

Data updated 2026-08-11

$58M
Total assets: 70
Participants: 86th
Percentile by assets: $828,104
Avg per participant

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.

86th percentile by assets (of 123,622 plans)
#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.

$58M
total plan assets (2024 EOY): 70
covered participants: 86th
percentile by assets (of 123,622 plans): $828,104
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Illinois

Industry

Healthcare & Social Assistance

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan vs the 2024 asset distribution

By assets, Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Cardiothoracic & Vascular Surgical Associates, S.C. plans on file

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.

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Compare Cardiothoracic & Vascular Surgical Assoc… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan by total assets, not by location.

Better Home & Finance Holding Company 401(k) Plan (NY) $58M · 331
Alegeus Technologies LLC 401(k) Plan (MA) $58M · 655
Gcx Corporation Savings Plan (CA) $58M · 452
Hubbell Incorporated Employee Savings and Investment Plan for Collectively Bargained Employees (CT) $58M · 2,021

Frequently Asked Questions

How did Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan assets move in 2024? ▼

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan grew sharply - up 20.4% during 2024, from $48M to $58M. Reported net income was $10M.

How have Cardiothoracic & Vascular Surgical Associates, S.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cardiothoracic & Vascular Surgical Associates, S.C.'s sponsor-wide assets grew 55.4%, from $37M to $58M.

Where does Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Better Home & Finance Holding Company 401(k) Plan in NY ($58M, 331 participants).

Next read for Cardiothoracic & Vascular Surgical Assoc…

Scale reading

Ways to act on Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan's numbers.

By total assets, Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Cardiothoracic & Vascular Surgical Associates, S.C.'s sponsor-wide assets have grown 55.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 363807853.