401(k) · DOL Form 5500 · 2022
Mayo Holding Company 401(k) Plan
Data updated 2026-08-25
- $711M
- Total assets Above avg plan size
- 4,637
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $153,261
- Avg per participant Above avg balance/head
Official DOL plan name: Mayo Retirement Savings Plan · Sponsored by Mayo Holding Company · Minnesota · Healthcare & Social Assistance
$711M in assets, 4,637 participants
Mayo Holding Company's Mayo Retirement Savings Plan reported $711M in total assets and 4,637 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,800 in Healthcare & Social Assistance (20,060 peers)
Coverage in Minnesota
Mayo Retirement Savings Plan covers 4,637 participants in Minnesota, 4.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $711M.
- #19,800
- in Healthcare & Social Assistance (20,060 peers)
- -21.6%
- assets change YoY
- 7.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $195M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mayo Retirement Savings Plan's outsized position by total assets
Mayo Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$710,672,525 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mayo Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mayo Retirement Savings Plan lands in the large band (4,637 participants).
DOL schedule card
Filing strip 411578020 · Mayo Holding Company PY 2022 · 401(k)
Mayo Retirement Savings Plan · $711M · 4,637 · 98th
- VS-ST $711M
- BOY 4,637
- SCH 98th
- EBSA 401(k)
- PART near Martin Marietta Savings and Investment Plan
- TYPE ind #19800
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Mayo Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $906M |
|---|---|
| Net Assets (End of Year) | $711M |
| Net Income | -$195M |
| Employer EIN | 411578020 |
| Plan Effective Date | 1987-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mayo Holding Company)
Sponsor-wide plan assets over time
All Mayo Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $762M 7.24376125276547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,637 | $711M |
| 2023 | 1 | 4,149 | $743M |
| 2024 | 1 | 3,813 | $762M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Mayo Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Martin Marietta Savings and Investment Plan in NC ($711M); by covered participants it is Stripe, Inc. 401(k) Plan in CA (4,637 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($711M here).
- Martin Marietta Savings and Investment Plan (NC) $711M · 8,237
- Mosaic Investment Plan (FL) $709M · 1,937
- Greif 401(k) Retirement Plan (OH) $709M · 6,302
- Mary Kay Inc. Profit Sharing and 401(k) Plan (TX) $713M · 1,843
Similar participant headcount
Nearest other-state filings by covered participants (4,637 participants); asset peers above are excluded.
- Stripe, Inc. 401(k) Plan (CA) 4,637 · 0 off
- Light & Wonder, Inc. 401(k) Plan (NV) 4,638 · 1 off
- Paylocity 401(k) Profit Sharing Plan and Trust (IL) 4,635 · 2 off
- Cava Group, Inc. 401(k) Plan (DC) 4,634 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.