Napa Management Services 401(k) and retirement plans

Napa Management Services Corporation, Melville, NY. EIN 11-3635685. Annual reports 2011–2024. Also filed as Napa Management Services Corp.; American Anesthesiology, Inc.

Napa Management Services Corporation has one active retirement plan on file, the Napa Management Services Corporation 401(k) Plan, with 5,801 participants and $1.5 billion in assets in 2024. Empower has been its recordkeeper since 2022. No traditional pension plan appears in Napa Management Services's filings since 2011.

Active plans: 1
Participants: 5,801
Plan assets: $1.5 billion
401(k) recordkeeper: Empower
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Napa Management Services Corporation 401(k) Plan

401(k)Active

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

Plan number: 003Employer EIN 11-3635685
Participants (2024): 5,801
Net assets (2024): $1.5 billion
Recordkeeper: EmpowerEarlier: Fidelity (2021)
Plan administrator: Napa Management Services Corporation
1305 Walt Whitman Road Suite 300
Melville, NY 11747
(516) 945-3348As filed for 2024
In effect since: January 1, 2021

Plans merged into this one: Napa Management Services Corp. Administrative Empl Profit Sharing Plan & Trust (2024); Napa Management Services Corp. Clinical Employees Sharing Plan & Trust (2024).

Earlier sponsor: American Anesthesiology, Inc. (2021–2023).

Earlier plan names: Anesthesia Associates of Richmond, Inc. Cash Balance Plan; Napa - American Anesthesiology, Inc. 401(k) Retirement Savings Plan; Napa - American Anethesiology, Inc. 401(k) Retirement Savings Plan.

Year by year, 2014 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,801	$1.5 billion	Empower
2023	6,539	$1.4 billion	Empower
2022	3,196	$696 million	Empower
2021	4,069	$920 million	Fidelity
2014	0	$0	not listed

Napa Management Services Corp. Administrative Empl Profit Sharing Plan & Trust

401(k)Merged

Merged. In 2024 its assets moved to the Napa - American Anesthesiology, Inc. 401(k) Retirement Savings Plan, sponsored by Napa Management Services Corporation (EIN 20-5055482, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 11-3635685
Participants (2023): 601
Net assets (2023): $259,245
Last listed recordkeeper: EmpowerEarlier: Voya (2016–2017)
Plan administrator: Plan administrator
1305 Walt Whitman Road, Suite 300
Melville, NY 11747
(516) 945-3369As filed for 2024
In effect since: April 15, 2011

Earlier plan names: Napa Management Services Corp. Profit Sharing Plan & Trust; Napa Management Services Corp. Administrative Employees Profit Sharing Plan & Trust; Napa Management Services Corp. Administrative P/S Employees Profit Sharing Plan & Trust; Napa Management Services Corp. Admin P/S PLN Employees Profit Sharing Plan & Trust.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	n/a	not listed
2023	601	$259,245	not listed
2022	1,262	$75.8 million	Empower
2021	1,162	$86.8 million	Empower
2020	963	$70.5 million	Empower
2019	1,172	$60.0 million	Empower
2018	1,030	$47.6 million	Empower
2017	876	$50.9 million	Voya
2016	538	$41.0 million	Voya
2015	455	$33.8 million	not listed
2014	365	$28.2 million	not listed
2013	332	$23.2 million	not listed
2012	305	$18.5 million	not listed
2011	225	$12.9 million	not listed

Napa Management Services Corp. Clinical Employees Sharing Plan & Trust

401(k)Merged

Plan number: 002Employer EIN 11-3635685
Participants (2023): 692
Net assets (2023): $717,958
Last listed recordkeeper: EmpowerEarlier: Voya (2016–2017)
Plan administrator: Plan administrator
1305 Walt Whitman Road, Suite 300
Melville, NY 11747
(516) 945-3369As filed for 2024
In effect since: April 15, 2011

Earlier plan names: Napa Management Services Corp. Clinical Employees Profit Sharing Plan & Trust; Napa Management Services Corp. Clinical Ees P/S PL Profit Sharing Plan & Trust.

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	n/a	not listed
2023	692	$717,958	not listed
2022	1,646	$319 million	Empower
2021	1,517	$378 million	Empower
2020	1,286	$329 million	Empower
2019	1,282	$285 million	Empower
2018	1,147	$216 million	Empower
2017	1,133	$220 million	Voya
2016	1,048	$181 million	Voya

If you had money in one of these plans

Call Empower (empower.com), which runs the Napa Management Services Corporation 401(k) 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 ((516) 945-3348). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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.