Other
2024 plan-year Other DOL Form 5500

Cape Radiology Group, P.C. Cash Balance Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cape Radiology Group, P.C. · Missouri · Healthcare & Social Assistance

What the 2023 filing shows

Cape Radiology Group, P.C. Cash Balance Pension Plan holds $13M for 112 participants — about $117,388 per participant, down 12.5% over the 2024 plan year.

$13M
total plan assets (2024 EOY)
112
covered participants
$117,388
avg assets per participant
-12.5%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$13M
Participants
112
State
Industry
Healthcare & Social Assistance

What the Filing Says About Cape Radiology Group, P.C. Cash Balance Pension Plan

Cape Radiology Group, P.C. Cash Balance Pension Plan is a Other retirement plan sponsored by Cape Radiology Group, P.C., headquartered in Missouri. As of the 2024 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 112 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 430954380, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2024 to $13M at year-end — a decline of 12.5%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-1,884,727 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-1,884,727
Plan TypeOther
Employer EIN430954380
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Radiology Group, P.C.)

Year Plans Participants Total Assets
2022 1 96 $16M
2023 1 99 $15M
2024 1 112 $13M

Nearby Other Plans in Missouri

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Cape Radiology Group, P.C. Cash Balance Pension Plan?
As of the 2024 Form 5500 filing, Cape Radiology Group, P.C. Cash Balance Pension Plan holds $13M in total assets with 112 participants. It is sponsored by Cape Radiology Group, P.C..
What type of plan is Cape Radiology Group, P.C. Cash Balance Pension Plan?
Cape Radiology Group, P.C. Cash Balance Pension Plan is a Other plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 430954380.
Who sponsors the Cape Radiology Group, P.C. Cash Balance Pension Plan?
Cape Radiology Group, P.C. Cash Balance Pension Plan is sponsored by Cape Radiology Group, P.C., located in Missouri. The sponsor's EIN is 430954380 and the plan operates in the Healthcare & Social Assistance industry.
How did Cape Radiology Group, P.C. Cash Balance Pension Plan perform in 2024?
Cape Radiology Group, P.C. Cash Balance Pension Plan declined by 12.5% during 2024, moving from $15M to $13M in total assets. Net income was $-1,884,727.
Where can I find official filings for Cape Radiology Group, P.C. Cash Balance Pension Plan?
Official Form 5500 filings for Cape Radiology Group, P.C. Cash Balance Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430954380 or plan name at efast.dol.gov.
How does Cape Radiology Group, P.C. Cash Balance Pension Plan compare to other plans?
You can compare Cape Radiology Group, P.C. Cash Balance Pension Plan against other Other plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 430954380.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.