401(k) · DOL Form 5500 · 2024

Citrus Cardiology Consultants, PA 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
168
Participants Small participant base
67th
Percentile by assets National rank
$100,273
Avg per participant Below avg balance/head
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Official DOL plan name: Citrus Cardiology Consultants, PA Profit Sharing Plan · Sponsored by Citrus Cardiology Consultants, PA · Florida · Healthcare & Social Assistance

$17M in assets, 168 participants

Citrus Cardiology Consultants, PA's Citrus Cardiology Consultants, PA Profit Sharing Plan reported $17M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,147 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Citrus Cardiology Consultants, PA Profit Sharing Plan covers 168 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#12,147
in Healthcare & Social Assistance (16,916 peers)
+6.3%
assets growth YoY

Citrus Cardiology Consultants, PA Profit Sharing Plan's outsized position by total assets

Citrus Cardiology Consultants, PA Profit Sharing Plan vs every filed plan by assets

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

$16,845,930 Top 33% higher than 67% 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

Citrus Cardiology Consultants, PA Profit Sharing 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. Citrus Cardiology Consultants, PA Profit Sharing Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citrus Cardiology Consultants, PA Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $994K in the plan year 2024 filing.
  • Citrus Cardiology Consultants, PA Profit Sharing Plan reported participants rose from 157 in the plan year 2023 filing to 168 in the plan year 2024 filing.
  • Citrus Cardiology Consultants, PA Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 592123944 · Citrus Cardiology Consultants, PA PY 2024 · 401(k)

Citrus Cardiology Consultants, PA Profit Sharing Plan · $17M · 168 · 67th

  • SCH $17M
  • EBSA 168
  • PART 67th
  • TYPE 401(k)
  • NET near Campbell, Yost, Clare & Norell, P.C. 401(k) Plan
  • BOOK ind #12147

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 Florida →

Citrus Cardiology Consultants, PA Profit Sharing Plan in the asset neighbourhood

Citrus Cardiology Consultants, PA Profit Sharing PlanCitrus Cardiology Consultant…$17MCampbell, Yost, Clare & Norell, P.C. 401(k) PlanCampbell, Yost, Clare & Nore…$17MKountry Wood Products 401(k) Profit Sharing PlanKountry Wood Products 401(k)…$17MCommunity Dental Care 401(k) Retirement PlanCommunity Dental Care 401(k)…$17MA. J. Letizio Sales & Marketing, Inc. 401(k) PlanA. J. Letizio Sales & Market…$17M
End-of-year total assets ($M) among Citrus Cardiology Consultants, PA Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$994K
Employer EIN592123944
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrus Cardiology Consultants, PA)

Sponsor-wide plan assets over time

All Citrus Cardiology Consultants, PA plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.280666410398712% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $16.9M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 153 $13M
2023 1 157 $16M
2024 1 168 $17M

Nearby 401(k) Plans in Florida

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

Citrus Cardiology Consultants, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Citrus Cardiology Consultants, PA Profit Sharing Plan, Total assets ($B): 0.01684593 · Participants: 168Citrus Cardiology Consultants, PA Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Citrus Cardiology Consultants, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citrus Cardiology Consultants, PA Profit Sharing Plan side-by-side with 3 peers →

Citrus Cardiology Consultants, PA Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Campbell, Yost, Clare & Norell, P.C. 401(k) Plan in AZ ($17M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Citrus Cardiology Consultants, PA Profit Sharing Plan assets move in 2024? ▼
Citrus Cardiology Consultants, PA Profit Sharing Plan grew at a solid clip - up 6.3% during 2024, from $16M to $17M. Reported net income was $994K.
How have Citrus Cardiology Consultants, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus Cardiology Consultants, PA's sponsor-wide assets grew 28.3%, from $13M to $17M.
Which 401(k) plans are similar in size to Citrus Cardiology Consultants, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell, Yost, Clare & Norell, P.C. 401(k) Plan in AZ ($17M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Citrus Cardiology Consultants, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 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 592123944.

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.