My Plan Facts

Employers › New Hampshire

Employer · plans filed under one EIN

Catholic Medical Center

Manchester, NH · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$534Mnet assets across plans
5,741participant records2,540 active
$15.1Memployer contributions, latest plan years$5,939 per active record
$638KSchedule C compensation to organisations$111.06 per participant record

Catholic Medical Center, based in Manchester, New Hampshire, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 5,741 participant records and $534M in net assets.

The largest is Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, a 403(b) plan with 3,810 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $15.1M and participant contributions $15.0M in the latest plan years; benefits paid were $68.2M. Schedule C compensation reported to service provider organisations totalled $638K.

Combined net assets moved from $143M in 2009 to $534M in 2024 (up 274%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan403(b) plan20243,810$291M$76,309$2,030$179K
Catholic Medical Center Pension Plandefined benefit pension plan20241,931$243M$125,834—$458K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $143M2010: $189M2011: $202M2012: $240M2013: $296M2014: $304M2015: $295M2016: $326M2017: $366M2018: $367M2019: $413M2020: $492M2021: $491M2022: $448M2023: $505M2024: $534M$143M$534M20092012201620202024
Combined net assets
2009: 4,6192010: 4,7062011: 4,9262012: 4,8942013: 5,0322014: 5,1012015: 5,3022016: 5,8122017: 6,2722018: 5,8732019: 5,9532020: 5,8772021: 5,5272022: 5,7602023: 5,8772024: 5,7414,6196,2725,74120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202425,741$534M$15.1M$15.0M
202325,877$505M$6.4M$15.2M
202225,760$448M$4.1M$13.5M
202125,527$491M$10.2M$12.3M
202025,877$492M$12.5M$11.9M
201925,953$413M$9.0M$12.3M
201825,873$367M$12.5M$11.7M
201726,272$366M$11.1M$10.0M
201625,812$326M$6.7M$9.1M
201525,302$295M$6.2M$8.2M
201425,101$304M$5.9M$7.4M
201325,032$296M$15.4M$6.3M
201224,894$240M$17.6M$6.1M
201124,926$202M$10.4M$5.9M
201024,706$189M$20.3M$5.4M
200924,619$143M$7.2M$5.1M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fid MGMT Trust Co.Contract Administrator; Recordkeeping and information management; Consulting (pension)1$304,045
Fidelity Investments InstitutionalParticipant loan processing; Actuarial2$129,881
Strategic Advisors, Inc.Investment advisory (plan)1$67,447
Fiducient AdvisorsInvestment advisory (plan)1$56,925
Marathon InternationalInvestment advisory (plan)1$54,161
New England Private Wealth AdvisorsInvestment advisory (plan)1$25,125

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fid MGMT Trust Co.$304K
Fidelity Investments Institutional$130K
Strategic Advisors, Inc.$67K
Fiducient Advisors$57K
Marathon International$54K
New England Private Wealth Advisors$25K

Questions and answers

How many retirement plans does Catholic Medical Center have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan and Catholic Medical Center Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Catholic Medical Center contribute to its plans?

$15,086,099 in employer contributions across these plans in their latest plan years, about $5,939 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fid MGMT Trust Co., Fidelity Investments Institutional, Strategic Advisors, Inc. and Fiducient Advisors and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.