401(k) · DOL Form 5500 · 2022
Patterson Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $579M
- Total assets Above avg plan size
- 6,336
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $91,435
- Avg per participant Below avg balance/head
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.
- #1,109 in Management of Enterprises (1,193 peers)
Coverage in Minnesota
Patterson Companies, Inc. 401(k) Plan covers 6,336 participants in Minnesota, 5.6x the typical Minnesota plan (state average ~1,126 per filing). Assets: $579M.
- #1,109
- in Management of Enterprises (1,193 peers)
- -12.0%
- assets change YoY
- 5.8×
- vs typical plan assets (national mean)
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.
Patterson Companies, Inc. 401(k) Plan's outsized position by total assets
Patterson Companies, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$579,332,879 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
Patterson Companies, Inc. 401(k) 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. Patterson Companies, Inc. 401(k) Plan lands in the large band (6,336 participants).
EBSA filing schedule strip
Filing strip 410886515 · Patterson Companies, Inc. PY 2022 · 401(k)
Patterson Companies, Inc. 401(k) Plan · $579M · 6,336 · 98th
- EBSA $579M
- PART 6,336
- TYPE 98th
- NET 401(k)
- BOOK near Gerdau Ameristeel US 401(k) Retirement Plan
- VS-ST ind #1109
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 Management of Enterprises retirement plans → · Plans in Minnesota →
Patterson Companies, Inc. 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $658M |
|---|---|
| Net Assets (End of Year) | $579M |
| Net Income | -$80M |
| Employer EIN | 410886515 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patterson Companies, Inc.)
Sponsor-wide plan assets over time
All Patterson Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $999M 18.58081366920036% vs 2022
- 2024 filing year
| 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.
- 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
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 $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $91,435 per participant (66% 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:
- Patterson Companies, Inc. 401(k) Plan (401(k), $999M, 6,331 participants)
Patterson Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Gerdau Ameristeel US 401(k) Retirement Plan in FL ($579M); by covered participants it is Wendy's of Colorado Springs 401(k) Plan in CO (6,329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($579M here).
- Gerdau Ameristeel US 401(k) Retirement Plan (FL) $579M · 3,089
- Bellin Health 401(k) Retirement Plan (WI) $579M · 4,696
- International Union of Operating Engineers Local 4 Annuity (MA) $579M · 6,666
- Caterpillar Inc. Tax Deferred Retirement Plan (TX) $578M · 6,016
Similar participant headcount
Nearest other-state filings by covered participants (6,336 participants); asset peers above are excluded.
- Wendy's of Colorado Springs 401(k) Plan (CO) 6,329 · 7 off
- Confluent Health, LLC 401(k) Profit Sharing Plan (KY) 6,328 · 8 off
- Curaleaf, Inc. 401(k) Plan (NY) 6,325 · 11 off
- Pultegroup, Inc. 401(k) Plan (GA) 6,322 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.