ESOP · DOL Form 5500 · 2022
Patterson Companies, Inc ESOP
Data updated 2026-08-11
- $263M
- Total assets
- 5,797
- Participants
- 96th
- Percentile by assets
- $45,398
- Avg per participant
Official DOL plan name: Patterson Companies, Inc. Employee Stock Ownership Plan · Sponsored by Patterson Companies, Inc · Minnesota · Management of Enterprises
$263M in assets, 5,797 participants
Patterson Companies, Inc's Patterson Companies, Inc. Employee Stock Ownership Plan reported $263M in total assets and 5,797 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #1,047 in Management of Enterprises (1,193 peers)
Coverage in Minnesota
Patterson Companies, Inc. Employee Stock Ownership Plan covers 5,797 participants in Minnesota, 5.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $263M.
- $263M
- total plan assets (2022 EOY)
- 5,797
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $45,398
- avg assets per participant
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 5,797 participants - 5.1x that state average ($263M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $283M |
|---|---|
| Net Assets (End of Year) | $263M |
| Net Income | -$19M |
| 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 $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Scale composition for Patterson Companies, Inc. Employee Stock Ownership Plan
Patterson Companies, Inc. Employee Stock Ownership Plan reports $263M in end-of-year assets across 5,797 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $45,398 per participant (33% of the national average assets-per-participant) . Net income for plan year 2022 was -$19M.
This plan identity (EIN 410886515, plan #003) has 2 Form 5500 filings on file from 2022 to 2023 while covered participants moved from 5,797 to 4,969 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,797 | $263M | This page |
| 2023 | 4,969 | N/A | 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 ESOP Plans Nationally
ESOP plans in other states closest to Patterson Companies, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Palmer Holland, Inc. Employee Stock Ownership Plan (OH) $261M · 145
- Bi-Mart Corporation Employee Stock Ownership Plan (OR) $259M · 1,947
- Iec Corporation Employee Stock Ownership Plan (CA) $259M · 1,222
- Eastern Bank Employee Stock Ownership Plan (MA) $259M · 1,646
Frequently Asked Questions
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Filing takeaways
Ways to act on Patterson Companies, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Patterson Companies, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- 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