Mayo Retirement Savings Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 003Employer EIN 41-1578020
- Participants (2025)
- 5,010
- Net assets (2025)
- $813 million
- Recordkeeper
- Fidelity2009–2025
- Plan administrator
- Mayo Holding Company
200 First Street SW
Rochester, MN 55905
(507) 538-1700As filed for 2025 - In effect since
- August 15, 1987
Plans merged into this one: Satilla Health Services, Inc Profit Sharing Plan & Trust (2014); Mayo Clinic Health System - Red Wing Retirement Savings Plan (2016); Mayo Clinic Health System-Owatonna Retirement Plan (2015); Franciscan Skemp Healthcare Savings Plan (2019); Mayo Clinic Health System-Eau Claire Clinic Retirement Savings Plan (2015); Mayo Clinic Health System - Eau Claire Hospital Affiliates Retirement Savings Plan (2015).
Earlier sponsor: Minservco, Inc. (2009–2012).
Year by year, 2009 to 2025
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2025 | 5,010 | $813 million | Fidelity |
| 2024 | 5,368 | $762 million | Fidelity |
| 2023 | 5,665 | $743 million | Fidelity |
| 2022 | 6,064 | $711 million | Fidelity |
| 2021 | 6,545 | $906 million | Fidelity |
| 2020 | 7,056 | $868 million | Fidelity |
| 2019 | 7,365 | $811 million | Fidelity |
| 2018 | 7,311 | $659 million | Fidelity |
| 2017 | 7,698 | $739 million | Fidelity |
| 2016 | 8,176 | $665 million | Fidelity |
| 2015 | 7,992 | $605 million | Fidelity |
| 2014 | 1,651 | $79.5 million | Fidelity |
| 2013 | 1,446 | $74.8 million | Fidelity |
| 2012 | 3,101 | $61.9 million | Fidelity |
| 2011 | 1,532 | $53.8 million | Fidelity |
| 2010 | 1,393 | $54.4 million | Fidelity |
| 2009 | 1,620 | $48.7 million | Fidelity |