401(k) · DOL Form 5500 · 2022
Medtronic Puerto Rico Operations Company 401(k) Plan
Data updated 2026-08-25
- $304M
- Total assets Above avg plan size
- 4,750
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $64,076
- Avg per participant Low balance/head
Official DOL plan name: The Medtronic Puerto Rico Employees' Savings and Investment Plan · Sponsored by Medtronic Puerto Rico Operations Company · Minnesota · Manufacturing
$304M in assets, 4,750 participants
Medtronic Puerto Rico Operations Company's The Medtronic Puerto Rico Employees' Savings and Investment Plan reported $304M in total assets and 4,750 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,552 in Manufacturing (20,602 peers)
Coverage in Minnesota
The Medtronic Puerto Rico Employees' Savings and Investment Plan covers 4,750 participants in Minnesota, 4.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $304M.
- #19,552
- in Manufacturing (20,602 peers)
- +1.0%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
The Medtronic Puerto Rico Employees' Savings and Investment Plan's outsized position by total assets
The Medtronic Puerto Rico Employees' Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$304,362,000 Top 3% higher than 97% 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
The Medtronic Puerto Rico Employees' Savings and Investment 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. The Medtronic Puerto Rico Employees' Savings and Investment Plan lands in the large band (4,750 participants).
Published 5500 schedule card
Filing strip 980355534 · Medtronic Puerto Rico Operations Company PY 2022 · 401(k)
The Medtronic Puerto Rico Employees' Savings and Investment Plan · $304M · 4,750 · 97th
- NET $304M
- NET 4,750
- NET 97th
- NET 401(k)
- NET near Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan
- NET ind #19552
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 Manufacturing retirement plans → · Plans in Minnesota →
The Medtronic Puerto Rico Employees' Savings and Investment Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $301M |
|---|---|
| Net Assets (End of Year) | $304M |
| Net Income | $3M |
| Employer EIN | 980355534 |
| Plan Effective Date | 1983-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Medtronic Puerto Rico Operations Company)
Sponsor-wide plan assets over time
All Medtronic Puerto Rico Operations Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $386M 26.856177840860557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,750 | $304M |
| 2023 | 1 | 4,959 | $348M |
| 2024 | 1 | 5,202 | $386M |
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
The Medtronic Puerto Rico Employees' Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan in FL ($304M); by covered participants it is Scholastic Corporation 401(k) Savings and Retirement Plan in NY (4,750 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($304M here).
- Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan (FL) $304M · 1,473
- Fareway Stores, Inc. 401(k) Profit Sharing Plan (IA) $304M · 5,028
- O.C. Tanner Retirement & Savings Plan (UT) $304M · 1,135
- Proskauer Rose LLP Savings Plan for Staff and Partners (NY) $305M · 1,012
Similar participant headcount
Nearest other-state filings by covered participants (4,750 participants); asset peers above are excluded.
- Scholastic Corporation 401(k) Savings and Retirement Plan (NY) 4,750 · 0 off
- Pea(K) Utah's Pooled Employer 401(k) Plan (UT) 4,750 · 0 off
- F.N.B. Corporation Progress Savings 401(k) Plan (PA) 4,751 · 1 off
- Humangood 401(k) Plan (CA) 4,755 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.