401(k) · DOL Form 5500 · 2023

Mercer Bucks Orthopaedics, P.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
75
Participants Small participant base
68th
Percentile by assets National rank
$212,889
Avg per participant Above avg balance/head
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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

$16M in assets, 75 participants

Mercer Bucks Orthopaedics, P.C.'s Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan reported $16M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,984 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan holds $16M for 75 participants - about $212,889 per participant, above the median plan by assets.

#12,984
in Healthcare & Social Assistance (17,684 peers)
+6.7%
assets growth YoY

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 2023 · DOL Form 5500

$15,966,705 Top 32% higher than 68% 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

Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 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 (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1000K in the plan year 2023 filing.
  • Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan reported participants fell from 91 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223572852 · Mercer Bucks Orthopaedics, P.C. PY 2023 · 401(k)

Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan · $16M · 75 · 68th

  • NET $16M
  • BOOK 75
  • VS-ST 68th
  • BOY 401(k)
  • SCH near F.N.B.C. of Lagrange, Inc. Employee Smart Savings Plan
  • EBSA ind #12984

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. 401(k) and Profit Sharing PlanMercer Bucks Orthopaedics, P…$16MF.N.B.C. of Lagrange, Inc. Employee Smart Savings PlanF.N.B.C. of Lagrange, Inc. E…$16MJhl Constructors, LLC Profit Sharing Plan & TrustJhl Constructors, LLC Profit…$16MSprings Valley Bank & Trust Company Retirement Profit Sharing PlanSprings Valley Bank & Trust …$16MCornet Technology, Inc. 401(k) Retirement PlanCornet Technology, Inc. 401(…$16M
End-of-year total assets ($M) among Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1000K
Employer EIN223572852
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Bucks Orthopaedics, P.C.)

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
$0M$5M$10M$15M$20M 202220232024 $15M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 91 $15M
2023 1 75 $16M
2024 1 69 N/A

Nearby 401(k) Plans in New Jersey

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

Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan, Total assets ($B): 0.015966705 · Participants: 75Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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 F.N.B.C. of Lagrange, Inc. Employee Smart Savings Plan in IL ($16M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan grew at a solid clip - up 6.7% during 2023, from $15M to $16M. Reported net income was $1000K.
Which 401(k) plans are similar in size to Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is F.N.B.C. of Lagrange, Inc. Employee Smart Savings Plan in IL ($16M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Mercer Bucks Orthopaedics, P.C. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 223572852.

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.