401(k) · DOL Form 5500 · 2024

Heart & Vascular Partners 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size: 555
Participants Below avg headcount: 77th
Percentile by assets National rank: $53,839
Avg per participant Low balance/head

Official DOL plan name: Heart & Vascular/Specialty Medcare 401(k) Plan · Sponsored by Heart & Vascular Partners · Illinois · Healthcare & Social Assistance

$30M in assets, 555 participants

Heart & Vascular Partners's Heart & Vascular/Specialty Medcare 401(k) Plan reported $30M in total assets and 555 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

#13,643 in Healthcare & Social Assistance (16,916 peers)

Where Heart & Vascular/Specialty Medcare 401(k) Plan sits by assets

Heart & Vascular/Specialty Medcare 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 555 participants (~$53,839/participant), up 108.0% in 2024.

#13,643
in Healthcare & Social Assistance (16,916 peers): +108.0%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Heart & Vascular/Specialty Medcare 401(k) Plan's outsized position by total assets

Heart & Vascular/Specialty Medcare 401(k) Plan vs every filed plan by assets

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

$29,880,370 Top 23% higher than 77% 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

Heart & Vascular/Specialty Medcare 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart & Vascular/Specialty Medcare 401(k) Plan sits mid-pack in the medium band (555 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 811015611 · Heart & Vascular Partners PY 2024 · 401(k)

Heart & Vascular/Specialty Medcare 401(k) Plan · $30M · 555 · 77th

ASSETS $30M
ASSETS 555
ASSETS 77th
ASSETS 401(k)
ASSETS near Ecigroup Fringe Benefit Plan
ASSETS ind #13643

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 →

End-of-year total assets ($M) among Heart & Vascular/Specialty Medcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$30M
Net Income	$16M
Employer EIN	811015611
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Heart & Vascular/Specialty Medcare 401(k) 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 Heart & Vascular/Specialty Medcare 401(k) Plan side-by-side with 3 peers →

Heart & Vascular/Specialty Medcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ecigroup Fringe Benefit Plan in PA ($30M); by covered participants it is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (555 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Ecigroup Fringe Benefit Plan (PA) $30M · 225
Hoss's Steak and Sea House Savings Plan (PA) $30M · 687
Leaderone Financial Corp. 401(k) Profit Sharing Plan (KS) $30M · 523
Phillips & Temro Industries, Inc. 401(k) Plan (MN) $30M · 340

Similar participant headcount

Nearest other-state filings by covered participants (555 participants); asset peers above are excluded.

Gaming Laboratories International, LLC Profit Sharing Plan (NJ) 555 · 0 off
Adult & Child Health 401(k) Plan (IN) 555 · 0 off
Gooseneck Implement Company Retirement Savings Plan (ND) 555 · 0 off
Graham Corporation Incentive Savings Plan (NY) 555 · 0 off

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 & Vascular/Specialty Medcare 401(k) Plan assets move in 2024? ▼

Heart & Vascular/Specialty Medcare 401(k) Plan surged - up 108.0% during 2024, from $14M to $30M. Reported net income was $16M.

Where does Heart & Vascular/Specialty Medcare 401(k) Plan rank by assets among Form 5500 filers? ▼

Heart & Vascular/Specialty Medcare 401(k) Plan ranks in the 77th 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 Heart & Vascular/Specialty Medcare 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ecigroup Fringe Benefit Plan in PA ($30M, 225 participants).

Which 401(k) plans cover a similar participant headcount to Heart & Vascular/Specialty Medcare 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (555 participants, $85M 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 811015611.