401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$35M
Total assets Below avg plan size
898
Participants Near avg headcount
80th
Percentile by assets National rank
$38,776
Avg per participant Low balance/head
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Official DOL plan name: Advantagecare Physicians, P.C. Union 401(k) Plan · Sponsored by Advantagecare Physicians, P.C. · New York · Healthcare & Social Assistance

$35M in assets, 898 participants

Advantagecare Physicians, P.C.'s Advantagecare Physicians, P.C. Union 401(k) Plan reported $35M in total assets and 898 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,969 in Healthcare & Social Assistance (16,916 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, $35M for 898 participants (~$38,776/participant), up 3.2% in 2024.

#13,969
in Healthcare & Social Assistance (16,916 peers)
+3.2%
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 2024 · DOL Form 5500

$34,821,022 Top 20% higher than 80% of 123,620 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 2024

Advantagecare Physicians, P.C. Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (898 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advantagecare Physicians, P.C. Union 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Advantagecare Physicians, P.C. Union 401(k) Plan reported participants fell from 997 in the plan year 2023 filing to 898 in the plan year 2024 filing.
  • Advantagecare Physicians, P.C. Union 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 460970995 · Advantagecare Physicians, P.C. PY 2024 · 401(k)

Advantagecare Physicians, P.C. Union 401(k) Plan · $35M · 898 · 80th

  • BOOK $35M
  • BOOK 898
  • BOOK 80th
  • BOOK 401(k)
  • BOOK near IBEW Local Union 306 401 (K) Wage Reduction Retirement Fund
  • BOOK ind #13969

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

Advantagecare Physicians, P.C. Union 401(k) PlanAdvantagecare Physicians, P.…$35MIBEW Local Union 306 401 (K) Wage Reduction Retirement FundIBEW Local Union 306 401 (K)…$35MMaine Credit Union League Capital Accumulation PlanMaine Credit Union League Ca…$35MMaxon Industries 401(k) Plan$35MAndesa Services Savings Incentive PlanAndesa Services Savings Ince…$35M
End-of-year total assets ($M) among Advantagecare Physicians, P.C. Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$35M
Net Income$1M
Employer EIN460970995
Plan Effective Date2013-06-03
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, P.C. Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Advantagecare Physicians, P.C. Union 401(k) Plan, Total assets ($B): 0.034821022 · Participants: 898Advantagecare Physicians, P.C. Union 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Advantagecare Physicians, P.C. Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Advantagecare Physicians, P.C. Union 401(k) Plan side-by-side with 3 peers →

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 IBEW Local Union 306 401 (K) Wage Reduction Retirement Fund in OH ($35M); by covered participants it is Terra Millennium Corporation 401(k) Plan in UT (898 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (898 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advantagecare Physicians, P.C. Union 401(k) Plan assets move in 2024? ▼
Advantagecare Physicians, P.C. Union 401(k) Plan edged up modestly - up 3.2% during 2024, from $34M to $35M. Reported net income was $1M.
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, P.C. Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Advantagecare Physicians, P.C. Union 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advantagecare Physicians, P.C. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is IBEW Local Union 306 401 (K) Wage Reduction Retirement Fund in OH ($35M, 349 participants).
Which 401(k) plans cover a similar participant headcount to Advantagecare Physicians, P.C. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terra Millennium Corporation 401(k) Plan in UT (898 participants, $74M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.