401(k) · DOL Form 5500 · 2024
Cardiology Associates of Morristown, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $587,172
- Avg per participant High balance/head
Official DOL plan name: Cardiology Associates of Morristown, LLC Retirement Plan & Trust · Sponsored by Cardiology Associates of Morristown, LLC · New Jersey · Healthcare & Social Assistance
$12M in assets, 20 participants
Cardiology Associates of Morristown, LLC's Cardiology Associates of Morristown, LLC Retirement Plan & Trust reported $12M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #10,918 in Healthcare & Social Assistance (16,916 peers)
Cardiology Associates of Morristown, LLC multi-year trail
Cardiology Associates of Morristown, LLC's plans moved +55.6% in assets from 2022 to 2024; this filing shows Cardiology Associates of Morristown, LLC Retirement Plan & Trust at $12M / 20 participants.
- #10,918
- in Healthcare & Social Assistance (16,916 peers)
- +22.2%
- assets growth YoY
Cardiology Associates of Morristown, LLC Retirement Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cardiology Associates of Morristown, LLC Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,743,438 Top 41% higher than 59% 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
Cardiology Associates of Morristown, LLC Retirement Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardiology Associates of Morristown, LLC Retirement Plan & Trust is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cardiology Associates of Morristown, LLC Retirement Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 550832526 · Cardiology Associates of Morristown, LLC PY 2024 · 401(k)
Cardiology Associates of Morristown, LLC Retirement Plan & Trust · $12M · 20 · 59th
- EBSA $12M
- PART 20
- TYPE 59th
- NET 401(k)
- BOOK near Motivational Systems, Inc. 401(k) Retirement Plan
- VS-ST ind #10918
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 New Jersey →
Cardiology Associates of Morristown, LLC Retirement Plan & Trust in the asset neighbourhood
Cardiology Associates of Morristown, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Cardiology Associates of Morristown, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 55.644166941128994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $8M |
| 2023 | 1 | 20 | $10M |
| 2024 | 1 | 20 | $12M |
Cardiology Associates of Morristown, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 550832526 |
| Plan Effective Date | 2003-05-21 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Cardiology Associates of Morristown, LLC Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Motivational Systems, Inc. 401(k) Retirement Plan in CA ($12M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Motivational Systems, Inc. 401(k) Retirement Plan (CA) $12M · 119
- Auto Trust 401(k) Plan (NY) $12M · 431
- Honeyville, Inc Retirement Plan (UT) $12M · 328
- Intecrowd LLC 401(k) Plan (FL) $12M · 190
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.