Patterson Companies 401(k) and retirement plans

Patterson Companies, Inc., Saint Paul, MN. EIN 41-0886515. Annual reports 2009–2024. Also filed as Patterson Companies Inc.; Patterson Companies, Inc. 401(K) Plan; Patterson Companies, Inc. 401 (K) Plan; Patterson Companies, Inc.

Patterson Companies, Inc. has one active retirement plan on file, the Patterson Companies, Inc. 401(k) Plan, with 9,475 participants and $999 million in assets in 2024. Fidelity is its recordkeeper. No traditional pension plan appears in Patterson Companies's filings since 2009.

Active plans: 1
Participants: 9,475
Plan assets: $999 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Holding companies

All 2 plans

Active plans first

Patterson Companies, Inc. 401(k) Plan

401(k)Active

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

Plan number: 045Employer EIN 41-0886515
Participants (2024): 9,475
Net assets (2024): $999 million
Recordkeeper: FidelityEarlier: Principal (2010–2023), Principal Insurance (2009)
Plan administrator: Patterson Companies, Inc.
1031 Mendota Heights RD
Saint Paul, MN 55120
(651) 686-1600As filed for 2024
In effect since: January 1, 1987

Plans merged into this one: Patterson Companies, Inc. Employee Stock Ownership Plan (2023); Animal Health International, Inc. 401(k) Plan (2015).

Earlier sponsor: Patterson Companies, Inc. 401(K) Plan (2012–2013).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,475	$999 million	Fidelity
2023	8,144	$928 million	Principal
2022	8,055	$579 million	Principal
2021	8,071	$658 million	Principal
2020	7,802	$568 million	Principal
2019	7,819	$498 million	Principal
2018	7,720	$414 million	Principal
2017	7,721	$448 million	Principal
2016	7,610	$401 million	Principal
2015	6,480	$400 million	Principal
2014	6,522	$354 million	Principal
2013	6,649	$331 million	Principal
2012	6,570	$269 million	Principal
2011	6,621	$235 million	Principal
2010	6,767	$243 million	Principal
2009	7,203	$214 million	Principal Insurance

Patterson Companies, Inc. Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Merged

Merged. In 2023 its assets moved to the Patterson Companies, Inc, sponsored by Patterson Companies, Inc. (EIN 41-0886515, plan 045). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 41-0886515
Participants (2022): 7,127
Net assets (2022): $263 million
Recordkeeper: Principal2009–2023
Plan administrator: Patterson Companies, Inc
1031 Mendota Heights RD
Saint Paul, MN 55120
(651) 686-1613As filed for 2023
In effect since: May 1, 1989

Earlier plan names: Patterson Companies Inc Employee Stock Ownership Plan; Patterson Companies Inc. - Employees Stock Ownership Plan (Esop); Patterson Companies Inc. Employees Stock Ownership Plan; Patterson Companies, Inc. Employees Stock Ownership Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Principal
2022	7,127	$263 million	Principal
2021	8,699	$283 million	Principal
2020	7,456	$301 million	Principal
2019	7,031	$201 million	Principal
2018	7,382	$208 million	Principal
2017	7,133	$211 million	Principal
2016	7,268	$492 million	Principal
2015	7,357	$550 million	Principal
2014	6,607	$642 million	Principal
2013	6,515	$589 million	Principal
2012	6,042	$568 million	Principal
2011	6,002	$517 million	Principal
2010	6,121	$527 million	Principal
2009	6,280	$497 million	Principal

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Patterson Companies, Inc. 401(k) 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 ((651) 686-1600). That number was filed for 2024; 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

Patterson Companies, Inc. 401(k) Plan

Patterson Companies, Inc. Employee Stock Ownership Plan

If you had money in one of these plans

What these numbers are

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