Defined Benefit (Pension) · DOL Form 5500 · 2024

Mayo Clinic Hospital - Rochester Pension Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,247
Participants Near avg headcount
90th
Percentile by assets National rank
$74,792
Avg per participant Below avg balance/head
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Official DOL plan name: Mayo Clinic Saint Marys Hospital Retirement Plan · Sponsored by Mayo Clinic Hospital - Rochester · Minnesota · Healthcare & Social Assistance

$93M in assets, 1,247 participants

Mayo Clinic Hospital - Rochester's Mayo Clinic Saint Marys Hospital Retirement Plan reported $93M in total assets and 1,247 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,426 in Healthcare & Social Assistance (16,916 peers)

Where Mayo Clinic Saint Marys Hospital Retirement Plan sits by assets

Mayo Clinic Saint Marys Hospital Retirement Plan sits in the top 10% of all filed plans by assets, $93M for 1,247 participants (~$74,792/participant), up 3.5% in 2024.

#15,426
in Healthcare & Social Assistance (16,916 peers)
+3.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Mayo Clinic Saint Marys Hospital Retirement Plan's outsized position by total assets

Mayo Clinic Saint Marys Hospital Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$93,265,324 Top 10% higher than 90% of 123,620 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 2024

Mayo Clinic Saint Marys Hospital Retirement 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 Clinic Saint Marys Hospital Retirement Plan lands in the large band (1,247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mayo Clinic Saint Marys Hospital Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Mayo Clinic Saint Marys Hospital Retirement Plan end-of-year assets rose from $90M in the plan year 2023 filing to $93M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410944601 · Mayo Clinic Hospital - Rochester PY 2024 · Defined Benefit (Pension)

Mayo Clinic Saint Marys Hospital Retirement Plan · $93M · 1,247 · 90th

  • RANK $93M
  • RANK 1,247
  • RANK 90th
  • RANK Defined Benefit (Pension)
  • RANK near Magnetek Flexcare Plus Retirement Pension Plan
  • RANK ind #15426

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 Clinic Saint Marys Hospital Retirement Plan in the asset neighbourhood

Plumbers and Steamfitters Local 396 Pension FundPlumbers and Steamfitters Lo…$93MRadio, Tv & Recording Arts Pension FundRadio, Tv & Recording Arts P…$93MMagnetek Flexcare Plus Retirement Pension PlanMagnetek Flexcare Plus Retir…$93MMayo Clinic Saint Marys Hospital Retirement PlanMayo Clinic Saint Marys Hosp…$93MRetirement Plan for Employees of Mississippi Lime CompanyRetirement Plan for Employee…$93M
End-of-year total assets ($M) among Mayo Clinic Saint Marys Hospital Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$93M
Net Income$5M
Employer EIN410944601
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mayo Clinic Hospital - Rochester)

Sponsor-wide plan assets over time

All Mayo Clinic Hospital - Rochester plans reported in each filing year

Latest sponsor-wide plan assets
$138M 9.937094883509552% vs 2022
2024 filing year
$120M$125M$130M$135M$140M 202220232024 $125M $138M ▲ +9.9%
Year Plans Participants Total Assets
2022 2 1,804 $125M
2023 2 1,698 $133M
2024 2 1,723 $138M

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mayo Clinic Saint Marys Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Mayo Clinic Saint Marys Hospital Retirement Plan, Total assets ($B): 0.093265324 · Participants: 1247Mayo Clinic Saint Marys Hospital Retirement PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
Mayo Clinic Saint Marys Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Mayo Clinic Saint Marys Hospital Retirement Plan side-by-side with 3 peers →

Mayo Clinic Saint Marys Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Magnetek Flexcare Plus Retirement Pension Plan in NY ($93M); by covered participants it is Pension Plan of Independence Blue Cross in PA (1,245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,247 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mayo Clinic Saint Marys Hospital Retirement Plan assets move in 2024? ▼
Mayo Clinic Saint Marys Hospital Retirement Plan edged up modestly - up 3.5% during 2024, from $90M to $93M. Reported net income was $5M.
How have Mayo Clinic Hospital - Rochester plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mayo Clinic Hospital - Rochester's sponsor-wide assets grew 9.9%, from $125M to $138M.
Where does Mayo Clinic Saint Marys Hospital Retirement Plan rank by assets among Form 5500 filers? ▼
Mayo Clinic Saint Marys Hospital Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Mayo Clinic Saint Marys Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Magnetek Flexcare Plus Retirement Pension Plan in NY ($93M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mayo Clinic Saint Marys Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Independence Blue Cross in PA (1,245 participants, $687M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410944601.

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.