Department of Labor filing

SHELDON MEDICAL CARE, PC

SHELDON MEDICAL CARE, PC RETIREMENT TRUST · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jul 8, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan trails many peers on employer contributions and/or administrative costs.

33filing comparison
out of 100
01 · Employer matchSee verified formula

ntribution was $7,500 for 2025.

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingOfficial filing detail

n for the year ended December 31, 2025 was $ 320,968 , and is presented on the accompanying statement of changes in net assets available for benefits.

04 · Fees and expensesOfficial filing detail

ities sold ​ 2,236,152 ​ ​ 328,115 Total assets ​ 4,809,761,263 ​ ​ 4,370,659,760 ​ ​ ​ ​ ​ ​ ​ LIABILITIES: ​ ​ ​ ​ Payable for securities purchased ​ 521,907 ​ ​ 993,663 Accrued administrative expenses ​ 399,758 ​ ​ 647,224 Total liabilities ​ 921,665 ​ ​ 1,640,887 ​ ​ ​ ​ ​ ​ ​ NET ASSETS AVAILABLE FOR BENEFITS ​ $ 4,808,839,598 ​ $ 4,369,018,873 ​ See accompanying notes to financial statements.

05 · Investment choicesNot stated in official filing

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot stated in official filing

A current plan document is needed.

07 · Automatic enrollmentNot stated in official filing

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Not stated in official filing

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers23th percentile

Up 0.0% over the filing history shown.

10 · Plan healthComparable filing data

Participation up 0.0% · assets up 0.0% · loans 0.0% of assets

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202533out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions23rd percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense57th percentileTypical peer $102 · based on 77,997 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, SHELDON MEDICAL CARE, PC reported $11,008 in employer contributions across this plan, or $847 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating13

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison33/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$11,008
$847 per active participant
Participant contributions
$13,653
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
44.6%
Active participants
13
Small plan
Total participants
16
15 at the beginning of the year
Ending assets
$108,743
$6,796 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$70,191
Ending net assets
$108,743
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$40,389
Total expenses
$1,837
Administrative expenses
$1,096
$69 per active participant
Participant loans
$0
0.0% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$847
Administrative cost per participant
2025
$69
Active participants
2025
13
Total plan assets
2025
$108,743
Participant loans as a share of assets
2025
0.0%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$84713108.7K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.0%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
201236019-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2022
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025Fresenius Medical Care AG — 11-K filed 2026-06-29
Official filing · details not yet checked
What it says about employer contributions

ntribution was $7,500 for 2025. Participants may also contribute funds from another qualified plan (“rollover contributions”), subject to certain requirements. ​ The Company makes matching contributions to the Plan at an amount equal to 50 % of the first 6 % of eligible employee earnings, subject to certain limitations. Company matching contributions commence for participants who have completed ninety days of service as of the first day of the calendar month and must be an eligible employee on the last day of the Plan year. Company matching contributions are funded on an annual basis. ​ Company Profit Sharing - The Company may make discretionary profit-sharing contributions to the Plan for the benefit of all eligible participants. Employees who have completed one year of service for the pl

What it says about vesting

n for the year ended December 31, 2025 was $ 320,968 , and is presented on the accompanying statement of changes in net assets available for benefits. ​ Vesting - Participants are fully vested in that portion of their account which represents their contributions and the income earned thereon, Company profit sharing contributions, and defined contributions. Participants become 100 % vested in the Company’s contributions and earnings thereon upon death, total and permanent disability, or attainment of normal retirement age. Participants terminated prior to January 1, 2007 vest in the employer matching contributions according to the vesting schedule in effect at the time of termination. Otherwise, a participant’s interest in the Company’s matching contributions and earnings thereon vests acco

What it says about fees

ities sold ​ 2,236,152 ​ ​ 328,115 Total assets ​ 4,809,761,263 ​ ​ 4,370,659,760 ​ ​ ​ ​ ​ ​ ​ LIABILITIES: ​ ​ ​ ​ Payable for securities purchased ​ 521,907 ​ ​ 993,663 Accrued administrative expenses ​ 399,758 ​ ​ 647,224 Total liabilities ​ 921,665 ​ ​ 1,640,887 ​ ​ ​ ​ ​ ​ ​ NET ASSETS AVAILABLE FOR BENEFITS ​ $ 4,808,839,598 ​ $ 4,369,018,873 ​ See accompanying notes to financial statements. ​ 3 Table of Contents FRESENIUS MEDICAL CARE NORTH AMERICA 401(k) SAVINGS PLAN ​ STATEMENT OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS ​ YEAR ENDED DECEMBER 31, 2025 ​ ​ ​ ​ ​ ADDITIONS: ​ ​ ​ ​ ​ ​ ​ ​ ​ Participant contributions - ​ ​ Salary deferrals ​ $ 284,114,926 Rollovers ​ 25,241,189 Employer contributions - ​ ​ Matching ​ 84,643,332 Defined contribution ​ 320,968 Interest income on

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260708101823NAL0019937953001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗