401(k) · DOL Form 5500 · 2024
Patterson Companies, Inc. 401(k) Plan
Data updated 2026-08-11
- $999M
- Total assets
- 6,331
- Participants
- 98th
- Percentile by assets
- $157,803
- Avg per participant
Official DOL plan name: Patterson Companies, Inc. 401(k) Plan · Sponsored by Patterson Companies, Inc. · Minnesota · Management of Enterprises
$999M in assets, 6,331 participants
Patterson Companies, Inc.'s Patterson Companies, Inc. 401(k) Plan reported $999M in total assets and 6,331 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.
- 98th percentile by assets (of 123,622 plans)
- #1,077 in Management of Enterprises (1,133 peers)
Coverage in Minnesota
Patterson Companies, Inc. 401(k) Plan covers 6,331 participants in Minnesota, 5.6x the typical Minnesota plan (state average ~1,126 per filing). Assets: $999M.
- $999M
- total plan assets (2024 EOY)
- 6,331
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $157,803
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Patterson Companies, Inc. 401(k) Plan reported net income fell from $97M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Patterson Companies, Inc. 401(k) Plan end-of-year assets rose from $928M in the plan year 2023 filing to $999M in the plan year 2024 filing.
- Patterson Companies, Inc. 401(k) Plan reported participants rose from 6,115 in the plan year 2023 filing to 6,331 in the plan year 2024 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Patterson Companies, Inc. 401(k) Plan reports 6,331 participants - 5.6x that state average ($999M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $928M |
|---|---|
| Net Assets (End of Year) | $999M |
| Net Income | $71M |
| Employer EIN | 410886515 |
| Plan Effective Date | 1987-01-01 |
| 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 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Patterson Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- 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
Scale composition for Patterson Companies, Inc. 401(k) Plan
Patterson Companies, Inc. 401(k) Plan reports $999M in end-of-year assets across 6,331 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $157,803 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $71M.
This plan identity (EIN 410886515, plan #045) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $579M to $999M (+72.4%) while covered participants moved from 6,336 to 6,331 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,336 | $579M | Open filing |
| 2023 | 6,115 | $928M | Open filing |
| 2024 · index core | 6,331 | $999M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Patterson Companies, Inc. 401(k) Plan by total assets, not by location.
- Dentons US LLP Profit Sharing Plan (IL) $999M · 1,408
- Aarp Employees 401(k) Plan (DC) $999M · 2,539
- Carrier Retirement Savings Plan (FL) $998M · 12,295
- Infrastructure Prosperity Group Employee Stock Ownership and Deferred Compensation Plan (IN) $998M · 1,148
Frequently Asked Questions
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Next read for Patterson Companies, Inc. 401(k) Plan
Filing takeaways
Ways to act on Patterson Companies, Inc. 401(k) Plan's numbers.
- By total assets, Patterson Companies, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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