Money Purchase · DOL Form 5500 · 2024

Advantagecare Physicians, P.C. Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
219
Participants Below avg headcount
48th
Percentile by assets National rank
$31,666
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Staten Island Physician Practice, P.C. Union Employees Pension Plan · Sponsored by Advantagecare Physicians, P.C. · New York · Healthcare & Social Assistance

$7M in assets, 219 participants

Advantagecare Physicians, P.C.'s Staten Island Physician Practice, P.C. Union Employees Pension Plan reported $7M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,916 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Staten Island Physician Practice, P.C. Union Employees Pension Plan covers 219 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $7M.

#8,916
in Healthcare & Social Assistance (16,916 peers)
+7.5%
assets growth YoY

Staten Island Physician Practice, P.C. Union Employees Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Staten Island Physician Practice, P.C. Union Employees Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,934,889 48th percentile higher than 48% 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

Staten Island Physician Practice, P.C. Union Employees Pension 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. Staten Island Physician Practice, P.C. Union Employees Pension Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Staten Island Physician Practice, P.C. Union Employees Pension Plan reported net income fell from $935K in the plan year 2023 filing to $485K in the plan year 2024 filing.
  • Staten Island Physician Practice, P.C. Union Employees Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Staten Island Physician Practice, P.C. Union Employees Pension Plan reported participants fell from 225 in the plan year 2023 filing to 219 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 460970995 · Advantagecare Physicians, P.C. PY 2024 · Money Purchase

Staten Island Physician Practice, P.C. Union Employees Pension Plan · $7M · 219 · 48th

  • NET $7M
  • BOOK 219
  • VS-ST 48th
  • BOY Money Purchase
  • SCH near American Radio Association Individual Account Plan
  • EBSA ind #8916

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 →

Staten Island Physician Practice, P.C. Union Employees Pension Plan in the asset neighbourhood

Applied Value LLC Pension PlanApplied Value LLC Pension Pl…$7MStaten Island Physician Practice, P.C. Union Employees Pension PlanStaten Island Physician Prac…$7MAmerican Radio Association Individual Account PlanAmerican Radio Association I…$7MUniversity of Maryland Foundation, Inc. 401(a) DC PlanUniversity of Maryland Found…$7MDr Robert J Lynch Md Keogh$7M
End-of-year total assets ($M) among Staten Island Physician Practice, P.C. Union Employees Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$485K
Employer EIN460970995
Plan Effective Date1972-07-01
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 Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Staten Island Physician Practice, P.C. Union Employees Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Staten Island Physician Practice, P.C. Union Employees Pension Plan, Total assets ($B): 0.006934889 · Participants: 219Staten Island Physician Practice, P.C. Union Employees Pension PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Staten Island Physician Practice, P.C. Union Employees Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Staten Island Physician Practice, P.C. Union Employees Pension Plan side-by-side with 3 peers →

Staten Island Physician Practice, P.C. Union Employees Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is American Radio Association Individual Account Plan in CA ($7M); by covered participants it is The American Institute of Physics Tax Deferred Annuity Plan in MD (220 participants). Same-state nearby plans are listed separately above.

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 Staten Island Physician Practice, P.C. Union Employees Pension Plan assets move in 2024? ▼
Staten Island Physician Practice, P.C. Union Employees Pension Plan grew at a solid clip - up 7.5% during 2024, from $6M to $7M. Reported net income was $485K.
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.
Which Money Purchase plans are similar in size to Staten Island Physician Practice, P.C. Union Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is American Radio Association Individual Account Plan in CA ($7M, 80 participants).
Which Money Purchase plans cover a similar participant headcount to Staten Island Physician Practice, P.C. Union Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The American Institute of Physics Tax Deferred Annuity Plan in MD (220 participants, $76M 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.