401(k)
2022 plan-year 401(k) DOL Form 5500

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

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Advantagecare Physicians, P.C. · New York · Healthcare & Social Assistance

What the 2023 filing shows

Advantagecare Physicians, P.C. Union 401(k) holds $29M for 1,010 participants — about $28,393 per participant, down 19.6% over the 2022 plan year.

$29M
total plan assets (2022 EOY)
1,010
covered participants
$28,393
avg assets per participant
-19.6%
assets change YoY

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.

Total Assets (2023)
$29M
Participants
1,010
State
Industry
Healthcare & Social Assistance

What the Filing Says About Advantagecare Physicians, P.C. Union 401(k)

Advantagecare Physicians, P.C. Union 401(k) is a 401(k) retirement plan sponsored by Advantagecare Physicians, P.C., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 1,010 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 460970995, and the plan has been effective since 2013-06-03. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2022 to $29M at year-end — a decline of 19.6%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-5,653,989 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$36M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-5,653,989
Plan Type401(k)
Employer EIN460970995
Plan Effective Date2013-06-03
Filing StatusFILING RECEIVED

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

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.

Frequently Asked Questions

How much money is in the Advantagecare Physicians, P.C. Union 401(k)?
As of the 2022 Form 5500 filing, Advantagecare Physicians, P.C. Union 401(k) holds $29M in total assets with 1,010 participants. It is sponsored by Advantagecare Physicians, P.C..
What type of plan is Advantagecare Physicians, P.C. Union 401(k)?
Advantagecare Physicians, P.C. Union 401(k) is a 401(k) plan. It has been effective since 2013-06-03. The plan is filed with the U.S. Department of Labor under EIN 460970995.
Who sponsors the Advantagecare Physicians, P.C. Union 401(k)?
Advantagecare Physicians, P.C. Union 401(k) is sponsored by Advantagecare Physicians, P.C., located in New York. The sponsor's EIN is 460970995 and the plan operates in the Healthcare & Social Assistance industry.
How did Advantagecare Physicians, P.C. Union 401(k) perform in 2022?
Advantagecare Physicians, P.C. Union 401(k) declined by 19.6% during 2022, moving from $36M to $29M in total assets. Net income was $-5,653,989.
Where can I find official filings for Advantagecare Physicians, P.C. Union 401(k)?
Official Form 5500 filings for Advantagecare Physicians, P.C. Union 401(k) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 460970995 or plan name at efast.dol.gov.
How does Advantagecare Physicians, P.C. Union 401(k) compare to other plans?
You can compare Advantagecare Physicians, P.C. Union 401(k) against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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