401(k) · DOL Form 5500 · 2024

Medtronic, Inc. 401(k) Plan

Data updated 2026-08-11

$13.7B
Total assets
38,480
Participants
100th
Percentile by assets
$356,533
Avg per participant
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Official DOL plan name: Medtronic Savings and Investment Plan · Sponsored by Medtronic, Inc. · Minnesota · Manufacturing

$13.7B in assets, 38,480 participants

Medtronic, Inc.'s Medtronic Savings and Investment Plan reported $13.7B in total assets and 38,480 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • 100th percentile by assets (of 123,622 plans)
  • #17,742 in Manufacturing (17,777 peers)

Coverage in Minnesota

Medtronic Savings and Investment Plan covers 38,480 participants in Minnesota, 34x the typical Minnesota plan (state average ~1,126 per filing). Assets: $13.7B.

$13.7B
total plan assets (2024 EOY)
38,480
covered participants
100th
percentile by assets (of 123,622 plans)
$356,533
avg assets per participant

Where Medtronic Savings and Investment Plan sits by total assets

Medtronic Savings and Investment Plan vs every filed plan by assets

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

$13,719,378,000 Top 1% higher than 100% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Medtronic Savings and Investment Plan reported participants fell from 44,342 in the plan year 2023 filing to 38,480 in the plan year 2024 filing.
  • Medtronic Savings and Investment Plan reported net income rose from $734M in the plan year 2023 filing to $787M in the plan year 2024 filing.
  • Medtronic Savings and Investment Plan end-of-year assets rose from $12.9B in the plan year 2023 filing to $13.7B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Medtronic Savings and Investment Plan reports 38,480 participants - 34x that state average ($13.7B EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$12.9B
Net Assets (End of Year)$13.7B
Net Income$787M
Employer EIN410793183
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medtronic, Inc.)

$15B$16B$17B$18B 202220232024 $15.9B $17.7B ▲ +11.1%
Total plan assets by year, all Medtronic, Inc. plans on file
Year Plans Participants Total Assets
2022 3 48,987 $15.9B
2023 3 53,292 $16.7B
2024 3 46,654 $17.7B

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Medtronic Savings and Investment Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Medtronic Savings and Investment Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 0100000200000300000400000500000 020406080 Total assets ($B) Participants Medtronic Savings an…Wells Fargo & Compan…Unitedhealth Group 4…Target Corporation 4…U.S. Bank 401(k) Sav…3M Voluntary Investm…
Medtronic Savings and Investment Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Scale composition for Medtronic Savings and Investment Plan

Medtronic Savings and Investment Plan reports $13.7B in end-of-year assets across 38,480 participants (0.11% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.041% of 93,925,755 covered participants) - about $356,533 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2024 was $787M.

This plan identity (EIN 410793183, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $12.2B to $13.7B (+12.5%) while covered participants moved from 38,825 to 38,480 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 38,825 $12.2B Open filing
2023 44,342 $12.9B Open filing
2024 · index core 38,480 $13.7B This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Medtronic Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Medtronic Savings and Investment Plan assets move in 2024?
Medtronic Savings and Investment Plan grew at a solid clip - up 6.1% during 2024, from $12.9B to $13.7B. Reported net income was $787M.
How have Medtronic, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Medtronic, Inc.'s sponsor-wide assets grew 11.1%, from $15.9B to $17.7B.
Where does Medtronic Savings and Investment Plan rank by assets among Form 5500 filers?
Medtronic Savings and Investment Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Medtronic Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is Kaiser Permanente Tax Sheltered Annuity Plan in CA ($13.8B, 79,670 participants).

Next read for Medtronic Savings and Investment Plan

Filing takeaways

Ways to act on Medtronic Savings and Investment Plan's numbers.