401(k) · DOL Form 5500 · 2022

Patterson Companies, Inc. 401(k) Plan

Data updated 2026-08-06

$579M
Total assets
6,336
Participants
98th
Percentile by assets
$91,435
Avg per participant
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Official DOL plan name: Patterson Companies, Inc. 401(k) Plan · Sponsored by Patterson Companies, Inc. · Minnesota · Management of Enterprises

$579M in assets, 6,336 participants

Patterson Companies, Inc.'s Patterson Companies, Inc. 401(k) Plan reported $579M in total assets and 6,336 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.

  • 98th percentile by assets (of 139,258 plans)
  • #1,109 in Management of Enterprises (1,193 peers)

Coverage in Minnesota

Patterson Companies, Inc. 401(k) Plan covers 6,336 participants in Minnesota, 5.5x the typical Minnesota plan (state average ~1,161 per filing). Assets: $579M.

$579M
total plan assets (2022 EOY)
6,336
covered participants
98th
percentile by assets (of 139,258 plans)
$91,435
avg assets per participant

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.

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Patterson Companies, Inc. 401(k) Plan reports 6,336 participants - 5.5x that state average ($579M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$658M
Net Assets (End of Year)$579M
Net Income-$80M
Employer EIN410886515
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson Companies, Inc.)

$800M$850M$900M$950M$1,000M$1,050M 202220232024 $843M $999M ▲ +18.6%
Total plan assets by year, all Patterson Companies, Inc. plans on file
Year Plans Participants Total Assets
2022 2 12,133 $843M
2023 2 11,084 $928M
2024 1 6,331 $999M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Patterson Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Patterson Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Patterson Companies,…Unitedhealth Group 4…Medtronic Savings an…Target Corporation 4…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Patterson Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Scale composition for Patterson Companies, Inc. 401(k) Plan

Patterson Companies, Inc. 401(k) Plan reports $579M in end-of-year assets across 6,336 participants (0.005% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 covered participants) - about $91,435 per participant (67% of the national average assets-per-participant) . Net income for plan year 2022 was -$80M.

This plan identity (EIN 410886515, plan #045) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $579M to $999M (+72.4%) while covered participants moved from 6,336 to 6,331 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,336 $579M This page
2023 6,115 $928M Open filing
2024 · index core 6,331 $999M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Patterson Companies, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Patterson Companies, Inc. 401(k) Plan assets move in 2022?
Patterson Companies, Inc. 401(k) Plan pulled back noticeably - down 12.0% during 2022, from $658M to $579M. Reported net income was -$80M.
How have Patterson Companies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Patterson Companies, Inc.'s sponsor-wide assets grew 18.6%, from $843M to $999M.
Where does Patterson Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Patterson Companies, Inc. 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Patterson Companies, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Gerdau Ameristeel US 401(k) Retirement Plan in FL ($579M, 3,089 participants).

Next read for Patterson Companies, Inc. 401(k) Plan

Filing takeaways

Ways to act on Patterson Companies, Inc. 401(k) Plan's numbers.