Mayo Clinic Health System - Austin 401(k) and retirement plans

Mayo Clinic Health System - Austin, Austin, MN. EIN 41-1404075. Annual reports 2009–2023. Also filed as Austin Medical Center - Mayo Health System; Austin Medical Center; Albert Lea Medical Center -Mayo Health System; Mayo Clinic Health System - Albert Lea.

Mayo Clinic Health System - Austin has no active retirement plan on file. Its last annual report was for 2023. Its Austin Medical Center 403B Plan was merged into Mayo 403(b) Plan in 2023. No traditional pension plan appears in Mayo Clinic Health System - Austin's filings since 2009.

Active plans: 0
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Austin Medical Center 403B Plan

401(k)Merged

Merged. In 2023 its assets moved to the Mayo 403(b) Plan, sponsored by Mayo Clinic (EIN 41-6011702, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 41-1404075
Participants (2022): 149
Net assets (2022): $1.9 million
Recordkeeper: Fidelity2009–2023
Plan administrator: Mayo Clinic Health System - Austin
1000 First Drive NW
Austin, MN 55912
(507) 437-4551As filed for 2023
In effect since: February 1, 1997

Earlier sponsor: Austin Medical Center - Mayo Health System (2009–2010).

Earlier plan names: Variable Tax Deferred Annuity Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Fidelity
2022	149	$1.9 million	Fidelity
2021	154	$2.4 million	Fidelity
2020	134	$2.2 million	Fidelity
2019	133	$2.1 million	Fidelity
2018	128	$1.8 million	Fidelity
2017	124	$1.9 million	Fidelity
2016	141	$1.6 million	not listed
2015	1,068	$1.4 million	Fidelity
2014	1,253	$40.6 million	Fidelity
2013	1,205	$37.5 million	Fidelity
2012	1,196	$31.3 million	Fidelity
2011	1,139	$25.3 million	Fidelity
2010	1,111	$23.6 million	Fidelity
2009	1,080	$19.4 million	Fidelity

Mayo Clinic Health System - Albert Lea Money Purchase Pension Plan

Defined contribution planMerged

Merged. In 2018 its assets moved to the Mayo Clinic Health System 401(A) Plan, sponsored by Mayo Clinic Health System - Mankato (EIN 41-1236756, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 41-1404075
Participants (2017): 100
Net assets (2017): $3.3 million
Recordkeeper: Fidelity2014–2018
Plan administrator: Mayo Clinic Health System - Albert Lea
404 West Fountain Street
Albert Lea, MN 56007
(507) 373-2384As filed for 2018
In effect since: January 1, 1974

Earlier sponsor: Albert Lea Medical Center -Mayo Health System (2009–2010).

Earlier plan names: Albert Lea Medical Center Money Purchase Plan.

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	Fidelity
2017	100	$3.3 million	Fidelity
2016	127	$2.9 million	Fidelity
2015	1,155	$69.5 million	Fidelity
2014	1,302	$75.7 million	Fidelity
2013	1,520	$82.6 million	not listed
2012	1,520	$68.7 million	not listed
2011	1,569	$60.8 million	not listed
2010	1,546	$60.1 million	not listed
2009	1,508	$51.9 million	not listed

Mayo Clinic Health System - Albert Lea 403(b) Plan

403(b)Merged

Merged. In 2018 its assets moved to the Mayo 403(b) Plan, sponsored by Mayo Clinic (EIN 41-6011702, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 41-1404075
Participants (2017): 100
Net assets (2017): $2.8 million
Recordkeeper: Fidelity2014–2018
Plan administrator: Mayo Clinic Health System - Albert Lea
404 West Fountain Street
Albert Lea, MN 56007
(507) 373-2384As filed for 2018
In effect since: January 1, 1997

Earlier sponsor: Albert Lea Medical Center - Mayo Health System (2009–2010).

Earlier plan names: Albert Lea Medical Center 403(b) Plan.

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	Fidelity
2017	100	$2.8 million	Fidelity
2016	123	$2.5 million	Fidelity
2015	125	$2.3 million	Fidelity
2014	2,218	$64.1 million	Fidelity
2013	1,725	$64.4 million	not listed
2012	1,725	$51.8 million	not listed
2011	1,776	$44.0 million	not listed
2010	1,674	$41.9 million	not listed
2009	1,640	$34.3 million	not listed

Austin Medical Center Employees' Pension Plan

Money purchase pensionMerged

Merged. In 2016 its assets moved to the Mayo Clinic Health System - 401(A) Plan, sponsored by Mayo Clinic Health System - Mankato (EIN 41-1236756, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 006Employer EIN 41-1404075
Participants (2015): 1,318
Net assets (2015): $62.0 million
Recordkeeper: Fidelity2009–2016
Plan administrator: Mayo Clinic Health System - Austin
1000 First Drive N.W.
Austin, MN 55912
(507) 433-7351As filed for 2016
In effect since: January 1, 1978

Earlier sponsor: Austin Medical Center (2009–2010).

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Fidelity
2015	1,318	$62.0 million	Fidelity
2014	1,383	$66.5 million	Fidelity
2013	1,336	$62.5 million	Fidelity
2012	1,341	$53.1 million	Fidelity
2011	1,287	$46.6 million	Fidelity
2010	1,242	$45.0 million	Fidelity
2009	1,198	$38.8 million	Fidelity

If you had money in one of these plans

If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.