401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$302M
Total assets Above avg plan size
1,009
Participants Near avg headcount
96th
Percentile by assets National rank
$299,228
Avg per participant High 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

$302M in assets, 1,009 participants

Advantagecare Physicians, P.C.'s Advantagecare Physicians PC 401(k) Plan reported $302M in total assets and 1,009 participants in its 2023 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.

  • #17,070 in Healthcare & Social Assistance (17,684 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, $302M for 1,009 participants (~$299,228/participant), up 16.3% in 2023.

#17,070
in Healthcare & Social Assistance (17,684 peers)
+16.3%
assets growth YoY
3.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$301,921,206 Top 4% higher than 96% of 127,068 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 2023

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

Plan-year 2023 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 (1,009 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advantagecare Physicians PC 401(k) Plan reported net income rose from -$48M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Advantagecare Physicians PC 401(k) Plan end-of-year assets rose from $260M in the plan year 2022 filing to $302M in the plan year 2023 filing.
  • Advantagecare Physicians PC 401(k) Plan reported participants fell from 1,050 in the plan year 2022 filing to 1,009 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460970995 · Advantagecare Physicians, P.C. PY 2023 · 401(k)

Advantagecare Physicians PC 401(k) Plan · $302M · 1,009 · 96th

  • RANK $302M
  • PHOTO 1,009
  • IND 96th
  • EOY 401(k)
  • 5500 near Osaic, Inc. Profit Sharing & 401(k) Plan
  • ASSETS ind #17070

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

Summit Materials 401(k) Retirement PlanSummit Materials 401(k) Reti…$302MCma Cgm (America) LLC 401(k) PlanCma Cgm (America) LLC 401(k)…$302MOsaic, Inc. Profit Sharing & 401(k) PlanOsaic, Inc. Profit Sharing &…$302MAdvantagecare Physicians PC 401(k) PlanAdvantagecare Physicians PC …$302MJohnsonville Profit Sharing and 401(k) PlanJohnsonville Profit Sharing …$302M
End-of-year total assets ($M) among Advantagecare Physicians PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$260M
Net Assets (End of Year)$302M
Net Income$43M
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 -20020406080 Total assets ($B) Participants Advantagecare Physicians PC 401(k) Plan, Total assets ($B): 0.301921206 · Participants: 1009Advantagecare Physicians PC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 Osaic, Inc. Profit Sharing & 401(k) Plan in AZ ($302M); by covered participants it is Iowa Select Farms, L.L.L.P. 401(k) Profit Sharing Plan in IA (1,009 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($302M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,009 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Advantagecare Physicians PC 401(k) Plan grew sharply - up 16.3% during 2023, from $260M to $302M. Reported net income was $43M.
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 127,072 plans that reported assets for plan year 2023 (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 Osaic, Inc. Profit Sharing & 401(k) Plan in AZ ($302M, 2,427 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 Iowa Select Farms, L.L.L.P. 401(k) Profit Sharing Plan in IA (1,009 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.