401(k) · DOL Form 5500 · 2023
Advantagecare Physicians, P.C. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 997
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $33,830
- Avg per participant Low balance/head
Official DOL plan name: Advantagecare Physicians, P.C. Union 401(k) Plan · Sponsored by Advantagecare Physicians, P.C. · New York · Healthcare & Social Assistance
$34M in assets, 997 participants
Advantagecare Physicians, P.C.'s Advantagecare Physicians, P.C. Union 401(k) Plan reported $34M in total assets and 997 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,798 in Healthcare & Social Assistance (17,684 peers)
Where Advantagecare Physicians, P.C. Union 401(k) Plan sits by assets
Advantagecare Physicians, P.C. Union 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 997 participants (~$33,830/participant), up 17.6% in 2023.
- #14,798
- in Healthcare & Social Assistance (17,684 peers)
- +17.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Advantagecare Physicians, P.C. Union 401(k) Plan's outsized position by total assets
Advantagecare Physicians, P.C. Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,728,862 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Advantagecare Physicians, P.C. Union 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantagecare Physicians, P.C. Union 401(k) Plan sits mid-pack in the medium band (997 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Advantagecare Physicians, P.C. Union 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Advantagecare Physicians, P.C. Union 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Advantagecare Physicians, P.C. Union 401(k) Plan reported participants fell from 1,010 in the plan year 2022 filing to 997 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 460970995 · Advantagecare Physicians, P.C. PY 2023 · 401(k)
Advantagecare Physicians, P.C. Union 401(k) Plan · $34M · 997 · 81st
- TYPE $34M
- TYPE 997
- TYPE 81st
- TYPE 401(k)
- TYPE near Handi-Foil Corporation 401(k) Plan
- TYPE ind #14798
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) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 460970995 |
| Plan Effective Date | 2013-06-03 |
| Filing Status | FILING 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
| 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.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Advantagecare Physicians, P.C. Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Handi-Foil Corporation 401(k) Plan in IL ($34M); by covered participants it is Roper Technologies, Inc. Employees' Retirement Savings 003 Plan in FL (997 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Handi-Foil Corporation 401(k) Plan (IL) $34M · 230
- Beam Therapeutics, Inc. 401(k) Retirement Plan (MA) $34M · 509
- Bernstein Management Corporation Employee 401(k) Plan (DC) $34M · 205
- Dga 401(k) Profit Sharing Plan (CA) $34M · 172
Similar participant headcount
Nearest other-state filings by covered participants (997 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.