401(k) · DOL Form 5500 · 2022

Mercer Bucks Cardiology, PA 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
32
Participants Small participant base
83rd
Percentile by assets National rank
$940,041
Avg per participant High balance/head
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Official DOL plan name: Mercer Bucks Cardiology 401(k) Plan · Sponsored by Mercer Bucks Cardiology, PA · Pennsylvania · Healthcare & Social Assistance

$30M in assets, 32 participants

Mercer Bucks Cardiology, PA's Mercer Bucks Cardiology 401(k) Plan reported $30M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,156 in Healthcare & Social Assistance (20,060 peers)

Where Mercer Bucks Cardiology 401(k) Plan sits by assets

Mercer Bucks Cardiology 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 32 participants (~$940,041/participant), down 23.3% in 2022.

#17,156
in Healthcare & Social Assistance (20,060 peers)
-23.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mercer Bucks Cardiology 401(k) Plan's outsized position by total assets

Mercer Bucks Cardiology 401(k) Plan vs every filed plan by assets

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

$30,081,308 Top 17% higher than 83% 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

Mercer Bucks Cardiology 401(k) 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 Cardiology 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 223505477 · Mercer Bucks Cardiology, PA PY 2022 · 401(k)

Mercer Bucks Cardiology 401(k) Plan · $30M · 32 · 83rd

  • PHOTO $30M
  • PHOTO 32
  • PHOTO 83rd
  • PHOTO 401(k)
  • PHOTO near Weokie Federal Credit Union 401(k) Plan and Trust
  • PHOTO ind #17156

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 Pennsylvania →

Mercer Bucks Cardiology 401(k) Plan in the asset neighbourhood

Mercer Bucks Cardiology 401(k) PlanMercer Bucks Cardiology 401(…$30MWeokie Federal Credit Union 401(k) Plan and TrustWeokie Federal Credit Union …$30MAlfasigma USA, Inc. 401(k) PlanAlfasigma USA, Inc. 401(k) P…$30MU.S. Tsubaki Holdings, Inc. Collectively Bargained and Hourly Retirement PlanU.S. Tsubaki Holdings, Inc. …$30MKingsway America Inc. 401(k) Retirement Savings PlanKingsway America Inc. 401(k)…$30M
End-of-year total assets ($M) among Mercer Bucks Cardiology 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)$39M
Net Assets (End of Year)$30M
Net Income-$9M
Employer EIN223505477
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Bucks Cardiology, PA)

Sponsor-wide plan assets over time

All Mercer Bucks Cardiology, PA plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M$40M 20222023 $30.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 32 $30M
2023 1 N/A N/A

Nearby 401(k) Plans in Pennsylvania

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

Mercer Bucks Cardiology 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Mercer Bucks Cardiology 401(k) Plan, Total assets ($B): 0.030081308 · Participants: 32Mercer Bucks Cardiology 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Mercer Bucks Cardiology 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mercer Bucks Cardiology 401(k) Plan side-by-side with 3 peers →

Mercer Bucks Cardiology 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Weokie Federal Credit Union 401(k) Plan and Trust in OK ($30M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Mercer Bucks Cardiology 401(k) Plan assets move in 2022? ▼
Mercer Bucks Cardiology 401(k) Plan declined sharply - down 23.3% during 2022, from $39M to $30M. Reported net income was -$9M.
Where does Mercer Bucks Cardiology 401(k) Plan rank by assets among Form 5500 filers? ▼
Mercer Bucks Cardiology 401(k) Plan ranks in the 83rd 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 Mercer Bucks Cardiology 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weokie Federal Credit Union 401(k) Plan and Trust in OK ($30M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Mercer Bucks Cardiology 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants, N/A 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 223505477.

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.