How many benefit plans does Patterson Companies, Inc report on Form 5500?

Patterson Companies, Inc (EIN 41-0886515) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Patterson Companies, Inc?

The Employer Identification Number (EIN) reported for Patterson Companies, Inc is 41-0886515.

What is the latest Form 5500 filing year for Patterson Companies, Inc?

The latest loaded Form 5500 filing year for Patterson Companies, Inc is 2023.

Patterson Companies, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Patterson Companies, Inc (EIN 41-0886515) is a plan sponsor located in Saint Paul, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-0886515
Location: Saint Paul, MN
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $928,429,346
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $928,429,346

Contributions & income

Employer contributions: $19,891,291
Participant contributions: $47,190,707
Total income / additions: $186,278,597

Expenses & distributions

Benefits paid / distributions: $99,799,268
Total expenses: $100,355,886
Net increase / (decrease): $85,922,711

Coverage

Total reported participants: 22,174
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Patterson Companies, Inc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Patterson Companies, Inc. 401(K) Plan	045	9,019	$928,429,346	2023
Patterson Companies, Inc. Employee Stock Ownership Plan	003	7,066	$0	2023
Health & Welfare Benefit Plan	504	6,089	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Patterson Companies, Inc
Year	Plan	Participants	Schedules	Filing
2023	Health & Welfare Benefit Plan	6,089	—	20240926185506NAL0000587475001
2023	Patterson Companies, Inc. 401(K) Plan	9,019	H, C	20241015164501NAL0048972816001
2023	Patterson Companies, Inc. Employee Stock Ownership Plan	7,066	H, C	20241015165054NAL0030403025001