Liberty Healthcare Management 401(k) plan

Liberty Healthcare Management, Inc., Wilmington, NC. EIN 56-2116528. Annual reports 2009–2024. Also filed as Liberty Healthcare Management Co.

Liberty Healthcare Management, Inc. has one active retirement plan on file, the Liberty Healthcare Services Retirement Plan, with 8,249 participants and $95.6 million in assets in 2024. Fidelity has been its recordkeeper since 2015. No traditional pension plan appears in Liberty Healthcare Management's filings since 2009.

Active plans: 1
Participants: 8,249
Plan assets: $95.6 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Health care

The plan

Liberty Healthcare Services Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 56-2116528
Participants (2024): 8,249
Net assets (2024): $95.6 million
Recordkeeper: FidelityEarlier: Merrill (2011–2014), Fidelity (2009–2010)
Plan administrator: Liberty Healthcare Management, Inc.
2334 S. 41ST Street
Wilmington, NC 28403
(910) 815-3122As filed for 2024
In effect since: August 1, 1997

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,249	$95.6 million	Fidelity
2023	7,033	$80.6 million	Fidelity
2022	6,697	$65.7 million	Fidelity
2021	6,002	$76.8 million	Fidelity
2020	5,530	$63.4 million	Fidelity
2019	4,570	$49.7 million	Fidelity
2018	4,630	$38.0 million	Fidelity
2017	4,887	$37.6 million	Fidelity
2016	2,385	$30.4 million	Fidelity
2015	2,509	$28.1 million	Fidelity
2014	2,815	$28.2 million	Merrill
2013	5,255	$27.2 million	Merrill
2012	4,730	$22.2 million	Merrill
2011	3,895	$18.9 million	Merrill
2010	3,347	$16.9 million	Fidelity
2009	2,978	$13.3 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Liberty Healthcare Services Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((910) 815-3122). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Liberty Healthcare Services Retirement Plan

If you had money in one of these plans

What these numbers are

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