2023 Form 5500 filing — Medtronic Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250210174433NAL0035816434001) for Medtronic Retirement Plan, reported by Medtronic, Inc. under EIN 41-0793183 and plan number 002. It reports 13,732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5BReported net assets$1,491,814,000
Participants13.7K13,732
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250210174433NAL0035816434001
Plan sponsor
Medtronic, Inc.
EIN
41-0793183
Plan number
002
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.5B total assets
Net assets$1.5BLiabilities$0
Money in vs. money out
Total income / additions$74.5M
Total expenses$139.6M
Benefits paid / distributions$139.6M
Full reported line items
Total assets (EOY)
$1,491,814,000
Total liabilities (EOY)
$0
Net assets (EOY)
$1,491,814,000
Total income / additions
$74,545,000
Benefits paid
$139,555,000
Administrative expenses
$0
Total expenses
$139,555,000
Net increase / (decrease)
-$65,010,000

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250210174433NAL0035816434001 cover?
It is the 2023 Form 5500 filing for Medtronic Retirement Plan, reported by Medtronic, Inc. (EIN 41-0793183).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages