ESOP · DOL Form 5500 · 2023
Patterson Companies, Inc ESOP
Data updated 2026-08-11
- N/A
- Total assets
- 4,969
- Participants
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.
- N/A
- total plan assets (2023 EOY)
- 4,969
- covered participants
- -$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.
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Patterson Companies, Inc. Employee Stock Ownership Plan reports 4,969 participants - 4.4x that state average (N/A EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $263M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$11M |
| Employer EIN | 410886515 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patterson Companies, Inc)
| 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
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Frequently Asked Questions
How have Patterson Companies, Inc plan assets changed over time? ▼
Next read for Patterson Companies, Inc. Employee Stock…
Filing takeaways
Ways to act on Patterson Companies, Inc. Employee Stock Ownership Plan's numbers.
- Compare it side-by-side against 3 similar ESOP 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