Defined Benefit (Pension) · DOL Form 5500 · 2022

Mayo Clinic Hospital - Rochester Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
1,340
Participants Near avg headcount
92nd
Percentile by assets National rank
$63,586
Avg per participant Low balance/head
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Official DOL plan name: Mayo Clinic Saint Marys Hospital Retirement Plan · Sponsored by Mayo Clinic Hospital - Rochester · Minnesota · Healthcare & Social Assistance

$85M in assets, 1,340 participants

Mayo Clinic Hospital - Rochester's Mayo Clinic Saint Marys Hospital Retirement Plan reported $85M in total assets and 1,340 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,646 in Healthcare & Social Assistance (20,060 peers)

Where Mayo Clinic Saint Marys Hospital Retirement Plan sits by assets

Mayo Clinic Saint Marys Hospital Retirement Plan sits in the top 10% of all filed plans by assets, $85M for 1,340 participants (~$63,586/participant), down 16.4% in 2022.

#18,646
in Healthcare & Social Assistance (20,060 peers)
-16.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mayo Clinic Saint Marys Hospital Retirement Plan's outsized position by total assets

Mayo Clinic Saint Marys Hospital Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$85,205,475 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mayo Clinic Saint Marys Hospital Retirement 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 Clinic Saint Marys Hospital Retirement Plan lands in the large band (1,340 participants).

Form 5500 schedule snapshot

Filing strip 410944601 · Mayo Clinic Hospital - Rochester PY 2022 · Defined Benefit (Pension)

Mayo Clinic Saint Marys Hospital Retirement Plan · $85M · 1,340 · 92nd

  • PHOTO $85M
  • PHOTO 1,340
  • PHOTO 92nd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near The Memorial Hospital Defined Benefit Pension Plan and Trust
  • PHOTO ind #18646

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 Clinic Saint Marys Hospital Retirement Plan in the asset neighbourhood

Tecumseh Products Company Consolidated Pension PlanTecumseh Products Company Co…$85MWyeth Coordinated Bargaining Retirement Plan-USWyeth Coordinated Bargaining…$85MMayo Clinic Saint Marys Hospital Retirement PlanMayo Clinic Saint Marys Hosp…$85MThe Memorial Hospital Defined Benefit Pension Plan and TrustThe Memorial Hospital Define…$85MMsi Pension Plan II$85M
End-of-year total assets ($M) among Mayo Clinic Saint Marys Hospital Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$82M
Net Income-$13M
Employer EIN410944601
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mayo Clinic Hospital - Rochester)

Sponsor-wide plan assets over time

All Mayo Clinic Hospital - Rochester plans reported in each filing year

Latest sponsor-wide plan assets
$138M 9.937094883509552% vs 2022
2024 filing year
$120M$125M$130M$135M$140M 202220232024 $125M $138M ▲ +9.9%
Year Plans Participants Total Assets
2022 2 1,804 $125M
2023 2 1,698 $133M
2024 2 1,723 $138M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Mayo Clinic Saint Marys Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Mayo Clinic Saint Marys Hospital Retirement Plan, Total assets ($B): 0.085205475 · Participants: 1340Mayo Clinic Saint Marys Hospital Retirement Plan3M Employee Retirement Income Plan, Total assets ($B): 14.047885796 · Participants: 121603M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 10.299849315 · Participants: 66434Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 3.940696075 · Participants: 25144The Travelers Pension PlanU.S. Bank Pension Plan, Total assets ($B): 3.73901396 · Participants: 55836U.S. Bank Pension PlanTarget Corporation Pension Plan, Total assets ($B): 3.348662968 · Participants: 50515Target Corporation Pension Plan
Mayo Clinic Saint Marys Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Mayo Clinic Saint Marys Hospital Retirement Plan side-by-side with 3 peers →

Mayo Clinic Saint Marys Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is The Memorial Hospital Defined Benefit Pension Plan and Trust in RI ($85M); by covered participants it is Arch Resources, Inc. Retirement Account Plan in MO (1,340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,340 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mayo Clinic Saint Marys Hospital Retirement Plan assets move in 2022? ▼
Mayo Clinic Saint Marys Hospital Retirement Plan declined sharply - down 16.4% during 2022, from $102M to $85M. Reported net income was -$13M.
How have Mayo Clinic Hospital - Rochester plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mayo Clinic Hospital - Rochester's sponsor-wide assets grew 9.9%, from $125M to $138M.
Where does Mayo Clinic Saint Marys Hospital Retirement Plan rank by assets among Form 5500 filers? ▼
Mayo Clinic Saint Marys Hospital Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Mayo Clinic Saint Marys Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Memorial Hospital Defined Benefit Pension Plan and Trust in RI ($85M, 187 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mayo Clinic Saint Marys Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Arch Resources, Inc. Retirement Account Plan in MO (1,340 participants, $124M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410944601.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.