401(k) · DOL Form 5500 · 2023

Patterson Companies, Inc. 401(k) Plan

Data updated 2026-08-11

$928M
Total assets: 6,115
Participants: 99th
Percentile by assets: $151,828
Avg per participant

Official DOL plan name: Patterson Companies, Inc. 401(k) Plan · Sponsored by Patterson Companies, Inc. · Minnesota · Management of Enterprises

$928M in assets, 6,115 participants

Patterson Companies, Inc.'s Patterson Companies, Inc. 401(k) Plan reported $928M in total assets and 6,115 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 127,072 plans)
#1,071 in Management of Enterprises (1,137 peers)

Coverage in Minnesota

Patterson Companies, Inc. 401(k) Plan covers 6,115 participants in Minnesota, 5.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: $928M.

$928M
total plan assets (2023 EOY): 6,115
covered participants: 99th
percentile by assets (of 127,072 plans): $151,828
avg assets per participant

Patterson Companies, Inc. 401(k) Plan reported net income rose from -$80M in the plan year 2022 filing to $97M in the plan year 2023 filing.
Patterson Companies, Inc. 401(k) Plan end-of-year assets rose from $579M in the plan year 2022 filing to $928M in the plan year 2023 filing.
Patterson Companies, Inc. 401(k) Plan reported participants fell from 6,336 in the plan year 2022 filing to 6,115 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Management of Enterprises

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Patterson Companies, Inc. 401(k) Plan reports 6,115 participants - 5.4x that state average ($928M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$579M
Net Assets (End of Year)	$928M
Net Income	$97M
Employer EIN	410886515
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Patterson Companies, Inc.)

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

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

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

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

Patterson Companies, Inc. 401(k) Plan reports $928M in end-of-year assets across 6,115 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $151,828 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $97M.

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	Open filing
2023	6,115	$928M	This page
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)

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.

Zhi 401(k) Retirement Savings Plan (TX) $928M · 13,641
Johns Manville Employees 401(k) Plan (CO) $927M · 5,755
Veolia North America 401(k) Savings Plan (MA) $930M · 5,906
Stv Retirement Plan (PA) $930M · 2,882

Frequently Asked Questions

How did Patterson Companies, Inc. 401(k) Plan assets move in 2023? ▼

Patterson Companies, Inc. 401(k) Plan surged - up 60.3% during 2023, from $579M to $928M. Reported net income was $97M.

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 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

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 Zhi 401(k) Retirement Savings Plan in TX ($928M, 13,641 participants).

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

Filing takeaways

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

By total assets, Patterson Companies, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
Patterson Companies, Inc.'s sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Management of Enterprises plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410886515.