401(k) · DOL Form 5500 · 2024
Patterson Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $999M
- Total assets Very large vs avg
- 6,331
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $157,803
- Avg per participant Above avg balance/head
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.
- #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.
- #1,077
- in Management of Enterprises (1,133 peers)
- +7.6%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Patterson Companies, Inc. 401(k) Plan's outsized position by total assets
Patterson Companies, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$999,051,223 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
Patterson Companies, Inc. 401(k) 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. Patterson Companies, Inc. 401(k) Plan lands in the large band (6,331 participants).
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.
EBSA filing schedule strip
Filing strip 410886515 · Patterson Companies, Inc. PY 2024 · 401(k)
Patterson Companies, Inc. 401(k) Plan · $999M · 6,331 · 98th
- PCT $999M
- EIN 6,331
- RANK 98th
- PHOTO 401(k)
- IND near Dentons US LLP Profit Sharing Plan
- EOY ind #1077
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 Management of Enterprises retirement plans → · Plans in Minnesota →
Patterson Companies, Inc. 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Patterson Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $999M 18.58081366920036% vs 2022
- 2024 filing year
| 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.
- 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 |
Patterson Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Dentons US LLP Profit Sharing Plan in IL ($999M); by covered participants it is Hntb Retirement and Savings Plan in MO (6,335 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($999M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,331 participants); asset peers above are excluded.
- Hntb Retirement and Savings Plan (MO) 6,335 · 4 off
- Accor 401(k) Plan () 6,337 · 6 off
- Cava Group, Inc. 401(k) Plan (DC) 6,325 · 6 off
- Hntb Ownership Plan (MO) 6,341 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.