401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,010
Participants Near avg headcount
82nd
Percentile by assets National rank
$28,393
Avg per participant Low balance/head
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Official DOL plan name: Advantagecare Physicians, P.C. Union 401(k) · Sponsored by Advantagecare Physicians, P.C. · New York · Healthcare & Social Assistance

$29M in assets, 1,010 participants

Advantagecare Physicians, P.C.'s Advantagecare Physicians, P.C. Union 401(k) reported $29M in total assets and 1,010 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,048 in Healthcare & Social Assistance (20,060 peers)

Where Advantagecare Physicians, P.C. Union 401(k) sits by assets

Advantagecare Physicians, P.C. Union 401(k) sits in the top quartile of all filed plans by assets, $29M for 1,010 participants (~$28,393/participant), down 19.6% in 2022.

#17,048
in Healthcare & Social Assistance (20,060 peers)
-19.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advantagecare Physicians, P.C. Union 401(k)'s outsized position by total assets

Advantagecare Physicians, P.C. Union 401(k) vs every filed plan by assets

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

$28,677,267 Top 18% higher than 82% 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, P.C. Union 401(k)'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, P.C. Union 401(k) lands in the large band (1,010 participants).

Published 5500 schedule card

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

Advantagecare Physicians, P.C. Union 401(k) · $29M · 1,010 · 82nd

  • SCH $29M
  • SCH 1,010
  • SCH 82nd
  • SCH 401(k)
  • SCH near Erie Family Health Center 401(k) Plan
  • SCH ind #17048

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, P.C. Union 401(k) in the asset neighbourhood

Advantagecare Physicians, P.C. Union 401(k)Advantagecare Physicians, P.…$29MErie Family Health Center 401(k) PlanErie Family Health Center 40…$29MAdventus Eye Care 401(k) Profit Sharing PlanAdventus Eye Care 401(k) Pro…$29MG2o 401(k) Savings Plan$29MMcbride & Son 401(k) Savings PlanMcbride & Son 401(k) Savings…$29M
End-of-year total assets ($M) among Advantagecare Physicians, P.C. Union 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$29M
Net Income-$6M
Employer EIN460970995
Plan Effective Date2013-06-03
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, P.C. Union 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Advantagecare Physicians, P.C. Union 401(k), Total assets ($B): 0.028677267 · Participants: 1010Advantagecare Physicians, P.C. Union 401(k)IBM 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, P.C. Union 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Advantagecare Physicians, P.C. Union 401(k) side-by-side with 3 peers →

Advantagecare Physicians, P.C. Union 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Erie Family Health Center 401(k) Plan in IL ($29M); by covered participants it is Linebarger Goggan Blair & Sampson and Its Affiliates Retirement Plan in TX (1,010 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,010 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, P.C. Union 401(k) assets move in 2022? ▼
Advantagecare Physicians, P.C. Union 401(k) declined sharply - down 19.6% during 2022, from $36M to $29M. Reported net income was -$6M.
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, P.C. Union 401(k) rank by assets among Form 5500 filers? ▼
Advantagecare Physicians, P.C. Union 401(k) ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advantagecare Physicians, P.C. Union 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Erie Family Health Center 401(k) Plan in IL ($29M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Advantagecare Physicians, P.C. Union 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Linebarger Goggan Blair & Sampson and Its Affiliates Retirement Plan in TX (1,010 participants, $91M 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.