401(k) · DOL Form 5500 · 2024

Cardiovascular Research Foundation 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
167
Participants Small participant base
73rd
Percentile by assets National rank
$142,251
Avg per participant Near avg balance/head
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Official DOL plan name: Cardiovascular Research Foundation 401(k) Plan · Sponsored by Cardiovascular Research Foundation · New York · Healthcare & Social Assistance

$24M in assets, 167 participants

Cardiovascular Research Foundation's Cardiovascular Research Foundation 401(k) Plan reported $24M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,102 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Cardiovascular Research Foundation 401(k) Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $24M.

#13,102
in Healthcare & Social Assistance (16,916 peers)
+22.6%
assets growth YoY

Cardiovascular Research Foundation 401(k) Plan's outsized position by total assets

Cardiovascular Research Foundation 401(k) Plan vs every filed plan by assets

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

$23,755,947 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Cardiovascular Research Foundation 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. Cardiovascular Research Foundation 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cardiovascular Research Foundation 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cardiovascular Research Foundation 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Cardiovascular Research Foundation 401(k) Plan reported participants rose from 154 in the plan year 2023 filing to 167 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521752653 · Cardiovascular Research Foundation PY 2024 · 401(k)

Cardiovascular Research Foundation 401(k) Plan · $24M · 167 · 73rd

  • EIN $24M
  • RANK 167
  • PHOTO 73rd
  • IND 401(k)
  • EOY near Readycap Commercial 401(k) Plan
  • 5500 ind #13102

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 York →

Cardiovascular Research Foundation 401(k) Plan in the asset neighbourhood

Cardiovascular Research Foundation 401(k) PlanCardiovascular Research Foun…$24MReadycap Commercial 401(k) PlanReadycap Commercial 401(k) P…$24MTssd Deferred Compensation PlanTssd Deferred Compensation P…$24MIn Demand 401(k) Savings Plan$24MHouston Museum of Natural Science Employees 401(k) PlanHouston Museum of Natural Sc…$24M
End-of-year total assets ($M) among Cardiovascular Research Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN521752653
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardiovascular Research Foundation)

Sponsor-wide plan assets over time

All Cardiovascular Research Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 41.334578352784526% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.8M $23.8M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 168 $17M
2023 1 154 $19M
2024 1 167 $24M

Nearby 401(k) Plans in New York

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

Cardiovascular Research Foundation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cardiovascular Research Foundation 401(k) Plan, Total assets ($B): 0.023755947 · Participants: 167Cardiovascular Research Foundation 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Cardiovascular Research Foundation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cardiovascular Research Foundation 401(k) Plan side-by-side with 3 peers →

Cardiovascular Research Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Readycap Commercial 401(k) Plan in NJ ($24M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.

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 Cardiovascular Research Foundation 401(k) Plan assets move in 2024? ▼
Cardiovascular Research Foundation 401(k) Plan grew sharply - up 22.6% during 2024, from $19M to $24M. Reported net income was $4M.
How have Cardiovascular Research Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardiovascular Research Foundation's sponsor-wide assets grew 41.3%, from $17M to $24M.
Which 401(k) plans are similar in size to Cardiovascular Research Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Readycap Commercial 401(k) Plan in NJ ($24M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Cardiovascular Research Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants, N/A 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 521752653.

Read our methodology - how this data is sourced, computed, and verified.

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