Medtronic Puerto Rico Operations 401(k) plan

Medtronic Puerto Rico Operations Company, Minneapolis, MN. EIN 98-0355534. Annual reports 2009–2024.

Medtronic Puerto Rico Operations Company has one active retirement plan on file, the Medtronic Puerto Rico Employees' Savings and Investment Plan, with 6,007 participants and $386 million in assets in 2024. Fidelity has been its recordkeeper since 2019. No traditional pension plan appears in Medtronic Puerto Rico Operations's filings since 2009.

Active plans: 1
Participants: 6,007
Plan assets: $386 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Manufacturing

The plan

Medtronic Puerto Rico Employees' Savings and Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 98-0355534
Participants (2024): 6,007
Net assets (2024): $386 million
Recordkeeper: FidelityEarlier: Vanguard (2009–2015)
Plan administrator: Medtronic Puerto Rico Operations Company
710 Medtronic Parkway Ne, MS LC245
Minneapolis, MN 55432
(763) 514-4000As filed for 2024
In effect since: May 1, 1983

Plans merged into this one: Covidien Retirement Savings and Investment Plan for PR (2016).

Earlier plan names: The Medtronic Puerto Rico Employees' Savings and Investment Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,007	$386 million	Fidelity
2023	5,906	$348 million	Fidelity
2022	5,594	$304 million	Fidelity
2021	5,351	$301 million	Fidelity
2020	4,822	$303 million	Fidelity
2019	4,529	$231 million	Fidelity
2018	4,526	$225 million	not listed
2017	4,294	$205 million	not listed
2016	4,200	$181 million	not listed
2015	3,009	$131 million	Vanguard
2014	2,914	$122 million	Vanguard
2013	2,879	$106 million	Vanguard
2012	2,900	$91.4 million	Vanguard
2011	2,958	$79.7 million	Vanguard
2010	2,912	$72.0 million	Vanguard
2009	2,771	$57.2 million	Vanguard

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Medtronic Puerto Rico Employees' Savings and Investment 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 ((763) 514-4000). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

The plan

Medtronic Puerto Rico Employees' Savings and Investment Plan

If you had money in one of these plans

What these numbers are

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