Patterson Companies, Inc. 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 15, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Patterson Companies, Inc. · Minnesota · Management of Enterprises

What the 2023 filing shows

Patterson Companies, Inc. 401(k) Plan holds $579M for 6,336 participants — about $91,435 per participant, down 12.0% over the 2022 plan year.

$579M
total plan assets (2022 EOY): 6,336
covered participants: $91,435
avg assets per participant: -12.0%
assets change YoY

The plan reported a net loss of $80M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$579M

Participants

6,336

State

Minnesota

Industry

Management of Enterprises

What the Filing Says About Patterson Companies, Inc. 401(k) Plan

Patterson Companies, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Patterson Companies, Inc., headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $579M in total end-of-year assets and covers 6,336 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 410886515, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $658M at the beginning of 2022 to $579M at year-end — a decline of 12.0%. Net assets (after liabilities) closed the year at $579M, with reported net income of $-80,244,125 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$658M
Total Assets (End of Year)	$579M
Net Assets (End of Year)	$579M
Net Income	$-80,244,125
Plan Type	401(k)
Employer EIN	410886515
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Patterson Companies, Inc.)

Year	Plans	Participants	Total Assets
2022	2	12,133	$843M
2023	2	11,084	$928M
2024	1	6,331	$999M

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Compare Patterson Companies, Inc. 401(k) Plan side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Patterson Companies, Inc. 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Patterson Companies, Inc. 401(k) Plan holds $579M in total assets with 6,336 participants. It is sponsored by Patterson Companies, Inc..

What type of plan is Patterson Companies, Inc. 401(k) Plan? ▼

Patterson Companies, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 410886515.

Who sponsors the Patterson Companies, Inc. 401(k) Plan? ▼

Patterson Companies, Inc. 401(k) Plan is sponsored by Patterson Companies, Inc., located in Minnesota. The sponsor's EIN is 410886515 and the plan operates in the Management of Enterprises industry.

How did Patterson Companies, Inc. 401(k) Plan perform in 2022? ▼

Patterson Companies, Inc. 401(k) Plan declined by 12.0% during 2022, moving from $658M to $579M in total assets. Net income was $-80,244,125.

Where can I find official filings for Patterson Companies, Inc. 401(k) Plan? ▼

Official Form 5500 filings for Patterson Companies, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410886515 or plan name at efast.dol.gov.

How does Patterson Companies, Inc. 401(k) Plan compare to other plans? ▼

You can compare Patterson Companies, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.