401(k) · DOL Form 5500 · 2024
Cedar Valley Medical Specialists, P.C. 401(k) Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 433
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $260,344
- Avg per participant Above avg balance/head
Official DOL plan name: Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan · Sponsored by Cedar Valley Medical Specialists, P.C. · Iowa · Healthcare & Social Assistance
$113M in assets, 433 participants
Cedar Valley Medical Specialists, P.C.'s Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan reported $113M in total assets and 433 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,605 in Healthcare & Social Assistance (16,916 peers)
Where Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits by assets
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits in the top 10% of all filed plans by assets, $113M for 433 participants (~$260,344/participant), up 13.8% in 2024.
- #15,605
- in Healthcare & Social Assistance (16,916 peers)
- +13.8%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan's outsized position by total assets
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$112,728,889 Top 9% higher than 91% 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
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings 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. Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan sits mid-pack in the medium band (433 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan reported net income rose from $6M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan end-of-year assets rose from $99M in the plan year 2023 filing to $113M in the plan year 2024 filing.
- Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan reported participants rose from 401 in the plan year 2023 filing to 433 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 421417307 · Cedar Valley Medical Specialists, P.C. PY 2024 · 401(k)
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan · $113M · 433 · 91st
- SCH $113M
- EBSA 433
- PART 91st
- TYPE 401(k)
- NET near Profit Sharing Plan of Cades Schutte
- BOOK ind #15605
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 Iowa →
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | $14M |
| Employer EIN | 421417307 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cedar Valley Medical Specialists, P.C.)
Sponsor-wide plan assets over time
All Cedar Valley Medical Specialists, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 21.19470907258256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 386 | $93M |
| 2023 | 1 | 401 | $99M |
| 2024 | 1 | 433 | $113M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Profit Sharing Plan of Cades Schutte in HI ($113M); by covered participants it is The Bmw Management, Inc. Employee 401(k) Plan in CA (433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- Profit Sharing Plan of Cades Schutte (HI) $113M · 138
- Montage Hotels & Resorts 401(k) Plan (CA) $113M · 3,814
- Origin Bancorp, Inc. Employee Retirement Plan (LA) $113M · 1,044
- Fairbanks Morse Retirement Savings Plan (WI) $113M · 1,109
Similar participant headcount
Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.
- The Bmw Management, Inc. Employee 401(k) Plan (CA) 433 · 0 off
- Kind 401(k) Plan (DC) 433 · 0 off
- Gutchess Companies 401(k) Savings Plan (NY) 433 · 0 off
- Republic Plastics 401(k) Plan (TX) 433 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.