Plan5500

Patterson Companies, Inc. 401(K) Plan — Form 5500 plan (Patterson Companies, Inc.)

Plain-English plan 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. 401(K) Plan is a benefit plan reported by Patterson Companies, Inc. under EIN 41-0886515 and plan number 045. The latest loaded filing year is 2023. The filing reports 9,019 participants and $928,429,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patterson Companies, Inc.
EIN
41-0886515
Plan number
045
Plan type
2
Location
Saint Paul, MN
Latest filing year
2023
Participants
9,019
End-of-year plan assets
$928,429,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,019H, C20241015164501NAL0048972816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$928,429,346
Total liabilities (EOY)
$0
Net assets (EOY)
$928,429,346
Net assets (BOY)
$579,332,879

Income & contributions

Employer contributions
$19,891,291
Participant contributions
$47,190,707
Total contributions
$74,578,110
Total income / additions
$171,974,686

Expenses & distributions

Benefits paid
$74,444,056
Administrative expenses
$558,632
Total expenses
$74,998,088
Net increase / (decrease)
$96,976,598

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$558,632$02023

Related Form 5500 pages