My Plan Facts

Employers › Colorado

Employer · plans filed under one EIN

Critical Care & Pulmonary Consultants, P.C.

Greenwood Village, CO · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$22.3Mnet assets across plans
327participant records305 active
$85Kemployer contributions, latest plan years$280 per active record
$22KSchedule C compensation to organisations$67.45 per participant record

Critical Care & Pulmonary Consultants, P.C., based in Greenwood Village, Colorado, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 327 participant records and $22.3M in net assets.

The largest is Critical Care & Pulmonary Consultants, P.C. 401(k) Plan, a 401(k) plan with 204 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $85K and participant contributions $2.2M in the latest plan years; benefits paid were $528K. Schedule C compensation reported to service provider organisations totalled $22K.

Combined net assets moved from $13.2M in 2022 to $22.3M in 2024 (up 69%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Critical Care & Pulmonary Consultants, P.C. 401(k) Plan401(k) plan2024204$22.3M$109,175$442$22K
Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Planmoney purchase plan2024123———$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2022: $13.2M2023: $17.7M2024: $22.3M$13.2M$22.3M202120222024
Combined net assets
2021: 1352022: 1542023: 3172024: 327135327202120222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242327$22.3M$85K$2.2M
20232317$17.7M$86K$1.9M
20221154$13.2M$32K$1.7M
20211135$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Corient Private Wealth LLCInvestment advisory (participants)1$7,849
Fisher InvestmentsInvestment advisory (participants)1$7,347
Schwab Retirement Plan Services,incRecordkeeping and information management; Investment advisory (participants)1$6,565
Charles Schwab & Co., Inc.Securities brokerage1$296

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Corient Private Wealth LLC$7,849
Fisher Investments$7,347
Schwab Retirement Plan Services,inc$6,565
Charles Schwab & Co., Inc.$296

Questions and answers

How many retirement plans does Critical Care & Pulmonary Consultants, P.C. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Critical Care & Pulmonary Consultants, P.C. 401(k) Plan and Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Critical Care & Pulmonary Consultants, P.C. contribute to its plans?

$85,365 in employer contributions across these plans in their latest plan years, about $280 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Corient Private Wealth LLC, Fisher Investments, Schwab Retirement Plan Services,inc and Charles Schwab & Co., Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.