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

Mayo Clinic Health System - Mankato, Mankato, MN. EIN 41-1236756. Annual reports 2009–2025. Also filed as Immanuel ST. Josephs Mayo Health System, Inc.; Immanuel ST. Joseph'S - Mayo Health System, Inc.; Immanuel ST. Josephs Hospital of Mankato, Inc.; Immanuel ST. Joseph'S - Mayo Health System.

Mayo Clinic Health System - Mankato has one active retirement plan on file, the Mayo Clinic Health System 401(A) Plan, with 3,507 participants and $278 million in assets in 2025. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Mayo Clinic Health System - Mankato's filings since 2009.

Active plans: 1
Participants: 3,507
Plan assets: $278 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Mayo Clinic Health System 401(A) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 005Employer EIN 41-1236756
Participants (2025): 3,507
Net assets (2025): $278 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Mayo Clinic Health System - Mankato
P.O. Box 8673
Mankato, MN 56002
(507) 345-2632As filed for 2025
In effect since: July 1, 1974

Plans merged into this one: Austin Medical Center Employees' Pension Plan (2016); Mayo Clinic Health System - Albert Lea Money Purchase Pension Plan (2018); Mayo Clinic Health System Red Wing Money Purchase Pension Plan (2016).

Earlier sponsor: Immanuel ST. Josephs Mayo Health System, Inc. (2009–2010).

Earlier plan names: Immanuel ST. Josephs Mayo Health System, Inc. Money Purchase Pension Plan; Immanuel ST. Joseph'S - Money Purchase Pension Plan; Mayo Clinic Health System-Mankato Money Purchase Pension Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	3,507	$278 million	Fidelity
2024	3,689	$256 million	Fidelity
2023	3,891	$249 million	Fidelity
2022	4,029	$230 million	Fidelity
2021	4,252	$297 million	Fidelity
2020	4,492	$282 million	Fidelity
2019	4,707	$265 million	Fidelity
2018	4,965	$232 million	Fidelity
2017	1,607	$259 million	Fidelity
2016	1,498	$236 million	Fidelity
2015	2,823	$68.0 million	Fidelity
2014	3,074	$70.6 million	Fidelity
2013	2,306	$64.7 million	Fidelity
2012	2,439	$52.4 million	Fidelity
2011	2,377	$44.0 million	Fidelity
2010	2,308	$42.8 million	Fidelity
2009	2,224	$34.6 million	Fidelity

Mayo Clinic Health System- Mankato 403(b) Plan

403(b)Merged

Merged. In 2017 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: 007Employer EIN 41-1236756
Participants (2016): 2,420
Net assets (2016): $25.1 million
Recordkeeper: Fidelity2009–2017
Plan administrator: Mayo Clinic Health System - Mankato
Po Box 8673
Mankato, MN 56002
(507) 625-4031As filed for 2017
In effect since: January 1, 1983

Earlier sponsors: Immanuel ST. Josephs Hospital of Mankato, Inc. (2009); Immanuel ST. Joseph'S - Mayo Health System (2010).

Earlier plan names: Immanuel ST Josephs 403(b) Plan; Immanuel ST Joseph'S - Mayo Health System 403(b) Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Fidelity
2016	2,420	$25.1 million	Fidelity
2015	2,540	$22.9 million	Fidelity
2014	3,579	$113 million	Fidelity
2013	3,474	$103 million	Fidelity
2012	3,293	$82.8 million	Fidelity
2011	3,203	$70.1 million	Fidelity
2010	3,031	$67.7 million	Fidelity
2009	2,994	$54.9 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Mayo Clinic Health System 401(A) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((507) 345-2632). That number was filed for 2025; ask for the benefits or retirement plan office.
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.

All 2 plans

Mayo Clinic Health System 401(A) Plan

Mayo Clinic Health System- Mankato 403(b) Plan

If you had money in one of these plans

What these numbers are

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