Defined Benefit (Pension) · DOL Form 5500 · 2023
Mayo Clinic Hospital - Rochester Pension Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 1,246
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $72,339
- Avg per participant Below avg balance/head
Official DOL plan name: Mayo Clinic Saint Marys Hospital Retirement Plan · Sponsored by Mayo Clinic Hospital - Rochester · Minnesota · Healthcare & Social Assistance
$90M in assets, 1,246 participants
Mayo Clinic Hospital - Rochester's Mayo Clinic Saint Marys Hospital Retirement Plan reported $90M in total assets and 1,246 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,231 in Healthcare & Social Assistance (17,684 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, $90M for 1,246 participants (~$72,339/participant), up 5.8% in 2023.
- #16,231
- in Healthcare & Social Assistance (17,684 peers)
- +5.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$90,135,002 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mayo Clinic Saint Marys Hospital Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,246 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mayo Clinic Saint Marys Hospital Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Mayo Clinic Saint Marys Hospital Retirement Plan reported participants fell from 1,340 in the plan year 2022 filing to 1,246 in the plan year 2023 filing.
- Mayo Clinic Saint Marys Hospital Retirement Plan end-of-year assets rose from $85M in the plan year 2022 filing to $90M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410944601 · Mayo Clinic Hospital - Rochester PY 2023 · Defined Benefit (Pension)
Mayo Clinic Saint Marys Hospital Retirement Plan · $90M · 1,246 · 91st
- VS-ST $90M
- BOY 1,246
- SCH 91st
- EBSA Defined Benefit (Pension)
- PART near Shamrock Foods Company Retirement Plan
- TYPE ind #16231
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $11M |
| Employer EIN | 410944601 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING 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
| 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.
- 3M Employee Retirement Income Plan $14.3B · 10,638
- Mayo Pension Plan $11.0B · 69,155
- The Travelers Pension Plan $4.2B · 24,884
- General Mills Pension Plan I $4.0B · 383
- U.S. Bank Pension Plan $4.0B · 56,287
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 Shamrock Foods Company Retirement Plan in AZ ($90M); by covered participants it is International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund in MO (1,245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Shamrock Foods Company Retirement Plan (AZ) $90M · 738
- Iron Workers Local #397 Pension Fund (TN) $90M · 566
- Spire Missouri West Retirement Income Plan (MO) $90M · 161
- Maher Terminals LLC Pension Trust (NJ) $90M · 91
Similar participant headcount
Nearest other-state filings by covered participants (1,246 participants); asset peers above are excluded.
- International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund (MO) 1,245 · 1 off
- Nyseg and Rge Pension Plan (CT) 1,242 · 4 off
- Coca-Cola Consolidated, Inc. Employees Pension Plan (NC) 1,250 · 4 off
- Newell Brands Consolidated Pension Plan (GA) 1,241 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.