401(k) · DOL Form 5500 · 2022

Advantagecare Physicians, P.C. 401(k) Plan

Data updated 2026-08-25

$260M
Total assets Near avg plan size
1,050
Participants Near avg headcount
96th
Percentile by assets National rank
$247,224
Avg per participant Above avg balance/head
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Official DOL plan name: Advantagecare Physicians PC 401(k) Plan · Sponsored by Advantagecare Physicians, P.C. · New York · Healthcare & Social Assistance

$260M in assets, 1,050 participants

Advantagecare Physicians, P.C.'s Advantagecare Physicians PC 401(k) Plan reported $260M in total assets and 1,050 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,425 in Healthcare & Social Assistance (20,060 peers)

Where Advantagecare Physicians PC 401(k) Plan sits by assets

Advantagecare Physicians PC 401(k) Plan sits in the top 5% of all filed plans by assets, $260M for 1,050 participants (~$247,224/participant), down 15.6% in 2022.

#19,425
in Healthcare & Social Assistance (20,060 peers)
-15.6%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advantagecare Physicians PC 401(k) Plan's outsized position by total assets

Advantagecare Physicians PC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$259,585,028 Top 4% higher than 96% of 139,123 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 2022

Advantagecare Physicians PC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantagecare Physicians PC 401(k) Plan lands in the large band (1,050 participants).

Plan-year Form 5500 strip

Filing strip 460970995 · Advantagecare Physicians, P.C. PY 2022 · 401(k)

Advantagecare Physicians PC 401(k) Plan · $260M · 1,050 · 96th

  • EBSA $260M
  • PART 1,050
  • TYPE 96th
  • NET 401(k)
  • BOOK near The Oregon Clinic, P.C. Retirement Plan
  • VS-ST ind #19425

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 →

Advantagecare Physicians PC 401(k) Plan in the asset neighbourhood

Valvoline 401(k) Plan$260MCambridge Associates, LLC 401(k) Savings Plan & TrustCambridge Associates, LLC 40…$260MAlsco 401(k) Savings Plan$260MThe Oregon Clinic, P.C. Retirement PlanThe Oregon Clinic, P.C. Reti…$260MAdvantagecare Physicians PC 401(k) PlanAdvantagecare Physicians PC …$260M
End-of-year total assets ($M) among Advantagecare Physicians PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$307M
Net Assets (End of Year)$260M
Net Income-$48M
Employer EIN460970995
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantagecare Physicians, P.C.)

Sponsor-wide plan assets over time

All Advantagecare Physicians, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$375M 27.716410319363888% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $294M $375M ▲ +27.7%
Year Plans Participants Total Assets
2022 3 2,292 $294M
2023 3 2,231 $342M
2024 3 2,030 $375M

Nearby 401(k) Plans in New York

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

Advantagecare Physicians PC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Advantagecare Physicians PC 401(k) Plan, Total assets ($B): 0.259585028 · Participants: 1050Advantagecare Physicians PC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Advantagecare Physicians PC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Advantagecare Physicians PC 401(k) Plan side-by-side with 3 peers →

Advantagecare Physicians PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Oregon Clinic, P.C. Retirement Plan in OR ($260M); by covered participants it is Bangor Savings Bank 401(k) Plan & Trust Agreement in ME (1,050 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($260M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,050 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advantagecare Physicians PC 401(k) Plan assets move in 2022? ▼
Advantagecare Physicians PC 401(k) Plan declined sharply - down 15.6% during 2022, from $307M to $260M. Reported net income was -$48M.
How have Advantagecare Physicians, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantagecare Physicians, P.C.'s sponsor-wide assets grew 27.7%, from $294M to $375M.
Where does Advantagecare Physicians PC 401(k) Plan rank by assets among Form 5500 filers? ▼
Advantagecare Physicians PC 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Advantagecare Physicians PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Oregon Clinic, P.C. Retirement Plan in OR ($260M, 1,169 participants).
Which 401(k) plans cover a similar participant headcount to Advantagecare Physicians PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bangor Savings Bank 401(k) Plan & Trust Agreement in ME (1,050 participants, $126M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460970995.

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.