Defined Benefit (Pension) · DOL Form 5500 · 2023

National Medical Care, Inc. Pension Plan

Data updated 2026-08-11

$286M
Total assets
4,293
Participants
96th
Percentile by assets
$66,725
Avg per participant
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Official DOL plan name: Fresenius Medical Care North America Retirement Plan · Sponsored by National Medical Care, Inc. · Massachusetts · Healthcare & Social Assistance

$286M in assets, 4,293 participants

National Medical Care, Inc.'s Fresenius Medical Care North America Retirement Plan reported $286M in total assets and 4,293 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #17,046 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Fresenius Medical Care North America Retirement Plan covers 4,293 participants in Massachusetts, 6.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $286M.

$286M
total plan assets (2023 EOY)
4,293
covered participants
96th
percentile by assets (of 127,072 plans)
$66,725
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fresenius Medical Care North America Retirement Plan reported net income rose from -$103M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fresenius Medical Care North America Retirement Plan reported participants fell from 4,707 in the plan year 2022 filing to 4,293 in the plan year 2023 filing.
  • Fresenius Medical Care North America Retirement Plan end-of-year assets rose from $277M in the plan year 2022 filing to $286M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Fresenius Medical Care North America Retirement Plan reports 4,293 participants - 6.5x that state average ($286M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$277M
Net Assets (End of Year)$285M
Net Income$8M
Employer EIN042835488
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Medical Care, Inc.)

$3.5B$4B$4.5B$5B 202220232024 $3.82B $4.7B ▲ +23.0%
Total plan assets by year, all National Medical Care, Inc. plans on file
Year Plans Participants Total Assets
2022 2 68,236 $3.8B
2023 2 67,428 $4.3B
2024 2 67,261 $4.7B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Fresenius Medical Care North America Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Fresenius Medical Care North America Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Fresenius Medical Ca…Consolidated Cash Ba…New England Teamster…Liberty Mutual Retir…Massachusetts Instit…N. Atlantic States C…
Fresenius Medical Care North America Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Fresenius Medical Care North America Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Fresenius Medical Care North America Retirement Plan assets move in 2023?
Fresenius Medical Care North America Retirement Plan edged up modestly - up 3.5% during 2023, from $277M to $286M. Reported net income was $8M.
How have National Medical Care, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), National Medical Care, Inc.'s sponsor-wide assets grew 22.8%, from $3.8B to $4.7B.
Where does Fresenius Medical Care North America Retirement Plan rank by assets among Form 5500 filers?
Fresenius Medical Care North America Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Fresenius Medical Care North America Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Albany Medical Center Retirement Plan in NY ($287M, 7,791 participants).

Next read for Fresenius Medical Care North America Ret…

Filing takeaways

Ways to act on Fresenius Medical Care North America Retirement Plan's numbers.