401(k) · DOL Form 5500 · 2023

Patterson Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$928M
Total assets Above avg plan size
6,115
Participants Above avg headcount
99th
Percentile by assets National rank
$151,828
Avg per participant Above avg balance/head
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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.

  • #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.

#1,071
in Management of Enterprises (1,137 peers)
+60.3%
assets growth YoY
9.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$928,429,346 Top 1% higher than 99% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Patterson Companies, Inc. 401(k) 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. Patterson Companies, Inc. 401(k) Plan lands in the large band (6,115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410886515 · Patterson Companies, Inc. PY 2023 · 401(k)

Patterson Companies, Inc. 401(k) Plan · $928M · 6,115 · 99th

  • PART $928M
  • TYPE 6,115
  • NET 99th
  • BOOK 401(k)
  • VS-ST near Zhi 401(k) Retirement Savings Plan
  • BOY ind #1071

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

Stv Retirement Plan$930MVeolia North America 401(k) Savings PlanVeolia North America 401(k) …$930MPatterson Companies, Inc. 401(k) PlanPatterson Companies, Inc. 40…$928MZhi 401(k) Retirement Savings PlanZhi 401(k) Retirement Saving…$928MJohns Manville Employees 401(k) PlanJohns Manville Employees 401…$927M
End-of-year total assets ($M) among Patterson Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$579M
Net Assets (End of Year)$928M
Net Income$97M
Employer EIN410886515
Plan Effective Date1987-01-01
Filing StatusFILING 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
$800M$850M$900M$950M$1,000M$1,050M 202220232024 $843M $999M ▲ +18.6%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Patterson Companies, Inc. 401(k) Plan, Total assets ($B): 0.928429346 · Participants: 6115Patterson Companies, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Patterson Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
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's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Zhi 401(k) Retirement Savings Plan in TX ($928M); by covered participants it is Gpi Hourly Savings Plan in GA (6,117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($928M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Patterson Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpi Hourly Savings Plan in GA (6,117 participants, $535M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.