401(k) · DOL Form 5500 · 2022
Mercer Bucks Orthopaedics, P.C. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $164,470
- Avg per participant Above avg balance/head
Official DOL plan name: Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan · Sponsored by Mercer Bucks Orthopaedics, P.C. · New Jersey · Healthcare & Social Assistance
$15M in assets, 91 participants
Mercer Bucks Orthopaedics, P.C.'s Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan reported $15M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,445 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan declined sharply 15.4% in 2022 ($18M → $15M) for 91 participants.
- #15,445
- in Healthcare & Social Assistance (20,060 peers)
- -15.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan's outsized position by total assets
Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,966,788 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan is a small filing (91 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 223572852 · Mercer Bucks Orthopaedics, P.C. PY 2022 · 401(k)
Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan · $15M · 91 · 73rd
- VS-ST $15M
- BOY 91
- SCH 73rd
- EBSA 401(k)
- PART near Mti Distributing 401(k) Plan
- TYPE ind #15445
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 Jersey →
Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan in the asset neighbourhood
Mercer Bucks Orthopaedics, P.C. years around the 2022 move
Sponsor-wide plan assets over time
All Mercer Bucks Orthopaedics, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $15M |
| 2023 | 1 | 75 | $16M |
| 2024 | 1 | 69 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 223572852 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Mti Distributing 401(k) Plan in MN ($15M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Mti Distributing 401(k) Plan (MN) $15M · 102
- Bible League 401(k) Savings Plan (IL) $15M · 93
- Engenderhealth 401(k) Retirement Savings Plan (DC) $15M · 32
- Usd LLC Savings Plan (TX) $15M · 82
Similar participant headcount
Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.
- Mcalister Oil 401(k) Plan (KS) 91 · 0 off
- Tsa Consulting Group, Inc. Profit Sharing and Retirement Investment Plan (FL) 91 · 0 off
- Cornerstone 401(k) Retirement Plan (IN) 91 · 0 off
- Advicent 401(k) Plan (WI) 91 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.