My Plan Facts

Employers › Massachusetts

Employer · plans filed under one EIN

National Medical Care, Inc.

Waltham, MA · 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.

$4.69Bnet assets across plans
85,042participant records65,614 active
$142Memployer contributions, latest plan years$2,162 per active record
$3.6MSchedule C compensation to organisations$41.95 per participant record

2 retirement plans with 100 or more participants file Form 5500 under National Medical Care, Inc.'s employer identification number (Waltham, Massachusetts). Their latest filings total 85,042 participant records and $4.69B in net assets.

The largest is Fresenius Medical Care North America 401(k) Savings Plan, a 401(k) plan with 71,611 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 $142M and participant contributions $273M in the latest plan years; benefits paid were $492M. Schedule C compensation reported to service provider organisations totalled $3.6M.

Combined net assets moved from $1.43B in 2011 to $4.69B in 2024 (up 227%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Fresenius Medical Care North America 401(k) Savings Plan401(k) plan202471,611$4.37B$61,010$1,310$2.8M
Fresenius Medical Care North America Retirement Plandefined benefit pension plan202413,431$326M$24,264$16,296$817K
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

2011: $1.43B2012: $1.62B2013: $2.01B2014: $2.18B2015: $2.28B2016: $2.50B2017: $2.94B2018: $2.82B2019: $3.41B2020: $3.88B2021: $4.42B2022: $3.82B2023: $4.25B2024: $4.69B$1.43B$4.69B20112012201620202024
Combined net assets
2011: 76,3232012: 73,0402013: 81,9542014: 81,1522015: 80,1212016: 83,1542017: 84,6312018: 88,7782019: 91,1942020: 92,7542021: 88,9882022: 85,6242023: 86,6172024: 85,04276,32392,75485,04220112012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024285,042$4.69B$142M$273M
2023286,617$4.25B$83.6M$259M
2022285,624$3.82B$80.6M$269M
2021288,988$4.42B$76.4M$254M
2020292,754$3.88B$86.9M$242M
2019291,194$3.41B$66.9M$209M
2018288,778$2.82B$62.3M$191M
2017284,631$2.94B$105M$174M
2016283,154$2.50B$50.5M$157M
2015280,121$2.28B$154M$142M
2014281,152$2.18B$61.6M$130M
2013281,954$2.01B$85.5M$119M
2012273,040$1.62B$57.7M$103M
2011276,323$1.43B$54.9M$101M

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
Fidelity Investments InstitutionalParticipant loan processing1$2,522,905
The Bank of New York MellonTrustee (bank, trust company, or similar financial institution); Investment advisory (plan)1$579,300
Withum Smith + Brown PCAccounting (including auditing)2$180,960
Buck Global, LLCActuarial1$138,638
New England Retirement ConsultantsConsulting (general)1$55,412
Morgan StanleyInvestment advisory (plan)1$43,893
Smart Source of Boston, LLCCopying and duplicating; Other services1$20,883
Caron & Bletzer, PLLCAccounting (including auditing)1$12,000
Pension Benefit Infoformation LLCOther services1$7,904
LexisnexisContract Administrator1$5,820

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

Fidelity Investments Institutional$2.5M
The Bank of New York Mellon$579K
Withum Smith + Brown PC$181K
Buck Global, LLC$139K
New England Retirement Consultants$55K
Morgan Stanley$44K
Smart Source of Boston, LLC$21K
Caron & Bletzer, PLLC$12K

Questions and answers

How many retirement plans does National Medical Care, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Fresenius Medical Care North America 401(k) Savings Plan and Fresenius Medical Care North America Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does National Medical Care, Inc. contribute to its plans?

$141,875,294 in employer contributions across these plans in their latest plan years, about $2,162 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 Fidelity Investments Institutional, The Bank of New York Mellon, Withum Smith + Brown PC and Buck Global, LLC 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.