ESOP · DOL Form 5500 · 2023

Patterson Companies, Inc ESOP

Data updated 2026-08-25

N/A
Total assets —
4,969
Participants Above avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Patterson Companies, Inc. Employee Stock Ownership Plan · Sponsored by Patterson Companies, Inc · Minnesota · Management of Enterprises

N/A in assets, 4,969 participants

Patterson Companies, Inc's Patterson Companies, Inc. Employee Stock Ownership Plan reported N/A in total assets and 4,969 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Minnesota

Patterson Companies, Inc. Employee Stock Ownership Plan covers 4,969 participants in Minnesota, 4.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: N/A.

-$11M
reported net income

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patterson Companies, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan lands in the large band (4,969 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patterson Companies, Inc. Employee Stock Ownership Plan reported net income rose from -$19M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • Patterson Companies, Inc. Employee Stock Ownership Plan reported participants fell from 5,797 in the plan year 2022 filing to 4,969 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410886515 · Patterson Companies, Inc PY 2023 · ESOP

Patterson Companies, Inc. Employee Stock Ownership Plan · N/A · 4,969

  • SCH N/A
  • EBSA 4,969
  • PART PY 2023
  • TYPE ESOP
  • NET near Amsted Industries Incorporated Employees' Stock Ownership Plan
  • BOOK 4.4× state

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 What is an ESOP? → · Plans in Minnesota →

Minnesota filing particulars

Total Assets (Beginning of Year)$263M
Net Assets (End of Year)N/A
Net Income-$11M
Employer EIN410886515
Plan Effective Date1989-05-01
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 ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Patterson Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 5 data points. -5000050001000015000 4006008001000 Total assets ($M) Participants Andersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Patterson Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Patterson Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Patterson Companies, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount

Outside Minnesota, the nearest ESOP by covered participants is Amsted Industries Incorporated Employees' Stock Ownership Plan in IL (4,738 participants; this filing: 4,969 participants).

Similar participant headcount

Nearest other-state filings by covered participants (4,969 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 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.
Which ESOP plans cover a similar participant headcount to Patterson Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amsted Industries Incorporated Employees' Stock Ownership Plan in IL (4,738 participants, $4.4B 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.