401(k) · DOL Form 5500 · 2024
Mayo Holding Company 401(k) Plan
Data updated 2026-08-25
- $762M
- Total assets Above avg plan size
- 3,813
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $199,882
- Avg per participant Above avg balance/head
Official DOL plan name: Mayo Retirement Savings Plan · Sponsored by Mayo Holding Company · Minnesota · Healthcare & Social Assistance
$762M in assets, 3,813 participants
Mayo Holding Company's Mayo Retirement Savings Plan reported $762M in total assets and 3,813 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,591 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Mayo Retirement Savings Plan covers 3,813 participants in Minnesota, 3.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: $762M.
- #16,591
- in Healthcare & Social Assistance (16,916 peers)
- +2.5%
- assets growth YoY
- 7.6×
- vs typical plan assets (national mean)
Mayo Retirement Savings Plan's outsized position by total assets
Mayo Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$762,151,946 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mayo Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mayo Retirement Savings Plan lands in the large band (3,813 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mayo Retirement Savings Plan reported net income fell from $33M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Mayo Retirement Savings Plan reported participants fell from 4,149 in the plan year 2023 filing to 3,813 in the plan year 2024 filing.
- Mayo Retirement Savings Plan end-of-year assets rose from $743M in the plan year 2023 filing to $762M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 411578020 · Mayo Holding Company PY 2024 · 401(k)
Mayo Retirement Savings Plan · $762M · 3,813 · 98th
- EIN $762M
- RANK 3,813
- PHOTO 98th
- IND 401(k)
- EOY near Caes 401(k) Plan
- 5500 ind #16591
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Mayo Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $743M |
|---|---|
| Net Assets (End of Year) | $762M |
| Net Income | $7M |
| Employer EIN | 411578020 |
| Plan Effective Date | 1987-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mayo Holding Company)
Sponsor-wide plan assets over time
All Mayo Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $762M 7.24376125276547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,637 | $711M |
| 2023 | 1 | 4,149 | $743M |
| 2024 | 1 | 3,813 | $762M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Mayo Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Caes 401(k) Plan in DE ($762M); by covered participants it is Montage Hotels & Resorts 401(k) Plan in CA (3,814 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($762M here).
- Caes 401(k) Plan (DE) $762M · 3,458
- Aaa Ncnu 401(k) Plan (CA) $763M · 5,182
- Alaska Airlines, Inc. Alaskasaver Plan (WA) $762M · 3,093
- Umpqua Bank 401(k) and Profit Sharing Plan (WA) $761M · 4,927
Similar participant headcount
Nearest other-state filings by covered participants (3,813 participants); asset peers above are excluded.
- Montage Hotels & Resorts 401(k) Plan (CA) 3,814 · 1 off
- Cdm Smith Inc. Capital Accumulation Plan (MA) 3,814 · 1 off
- Pbf Energy Retirement Savings Plan (NJ) 3,815 · 2 off
- Akamai Technologies, Inc. 401(k) Plan (MA) 3,815 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.