Rochester, MN Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rochester, MN has 73 loaded benefit plan(s) reported by 50 plan sponsor(s), with $23,725,231,396 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 73
- Plan sponsors
- 50
- Total reported assets (EOY)
- $23,725,231,396
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Mayo 403(B) Plan | Mayo Clinic | $11,206,302,019 | 2023 |
| Mayo Pension Plan | Mayo Clinic | $11,032,936,702 | 2023 |
| Mayo Retirement Savings Plan | Mayo Holding Company | $743,201,814 | 2023 |
| Olmsted Medical Center Retirement Savings Plan | Olmsted Medical Center | $269,809,756 | 2023 |
| Mayo Clinic Saint Marys Hospital Retirement Plan | Mayo Clinic Hospital - Rochester | $90,135,002 | 2023 |
| Think 401(K) Plan | Think Mutual Bank | $59,099,622 | 2023 |
| Mayo Clinic Methodist Hospital Hourly Employees' Pension Plan | Mayo Clinic Hospital - Rochester | $42,615,156 | 2023 |
| Nuss Truck & Equipment 401(K) Plan | Nuss Truck Group Inc. | $41,085,830 | 2023 |
| Branding Iron Holdings Retirement Savings Plan | Branding Iron Holdings | $33,144,355 | 2023 |
| Home Federal Savings Bank 401(K) Retirement Plan | Home Federal Savings Bank | $30,745,891 | 2023 |
| Dunlap & Seeger, P.A. 401(K) Plan | Dunlap & Seeger, P.A. | $15,521,758 | 2023 |
| Rochester Auto Group 401(K) Profit Sharing Plan | Rochester Motor Company, Inc. | $12,628,653 | 2023 |
| Franklin Heating Station Hourly Employees 401(K) Plan | Mayo Clinic | $12,016,576 | 2023 |
| Superior Mechanical 401(K) Plan | Superior Companies Of Minnesota Inc | $11,824,195 | 2023 |
| Hmn Financial, Inc. Employee Stock Ownership Plan | Hmn Financial, Inc. | $11,086,437 | 2023 |
| Gls Industries, Inc. 401(K) Plan | Gls Industries, Inc. | $10,903,428 | 2023 |
| Cardinal Of Minnesota, Ltd Profit Sharing Plan | Cardinal Of Minnesota, Ltd | $9,145,561 | 2023 |
| A. B. Systems, Inc. Employee Stock Ownership Plan | A. B. Systems, Inc | $8,888,593 | 2023 |
| Zumbro Valley Health Center 401(K) Savings Plan | Zumbro Valley Health Center, Inc. | $8,111,773 | 2023 |
| 403(B) Thrift Plan Of Family Service Rochester, Inc. | Family Service Rochester, Inc. | $7,721,745 | 2023 |
| Child Care Resource And Referral, Inc. Matched Savings Retirement Plan | Child Care Resource & Referral, Inc. | $6,288,822 | 2023 |
| Samaritan Bethany, Inc. 403(B) Retirement Plan | Samaritan Bethany, Inc. | $5,798,836 | 2023 |
| Ability Building Center 403(B) Retirement Savings Plan | Ability Building Center, Inc. | $5,262,729 | 2023 |
| Healthier You, Financial Wellness 401(K) Plan | Titan Development And Investments, Inc. | $5,158,825 | 2023 |
| Outdoor Living Supply, LLC Savings & Investment Plan | Outdoor Living Supply, LLC | $4,674,930 | 2023 |
Largest plans in Rochester → · Rochester plans with financial data → · $1B+ plans in Rochester → · Providers by reported compensation →
Related Form 5500 pages
- All MN Form 5500 filings
- Mayo 403(B) Plan (plan 002)
- Mayo Clinic — all reported plans
- Mayo Pension Plan (plan 001)
- Mayo Retirement Savings Plan (plan 003)
- Mayo Holding Company — all reported plans
- Olmsted Medical Center Retirement Savings Plan (plan 001)
- Olmsted Medical Center — all reported plans
- Mayo Clinic Saint Marys Hospital Retirement Plan (plan 001)
- Mayo Clinic Hospital - Rochester — all reported plans
- Think 401(K) Plan (plan 004)
- Think Mutual Bank — all reported plans
- Mayo Clinic Methodist Hospital Hourly Employees' Pension Plan (plan 002)
- Nuss Truck & Equipment 401(K) Plan (plan 001)
- Nuss Truck Group Inc. — all reported plans
- Branding Iron Holdings Retirement Savings Plan (plan 001)
- Branding Iron Holdings — all reported plans
- Home Federal Savings Bank 401(K) Retirement Plan (plan 002)
- Home Federal Savings Bank — all reported plans
- Dunlap & Seeger, P.A. 401(K) Plan (plan 001)
- Dunlap & Seeger, P.A. — all reported plans
- Rochester Auto Group 401(K) Profit Sharing Plan (plan 001)
- Rochester Motor Company, Inc. — all reported plans
- Franklin Heating Station Hourly Employees 401(K) Plan (plan 003)
- Mayo Clinic — all reported plans
- Superior Mechanical 401(K) Plan (plan 001)
- Superior Companies Of Minnesota Inc — all reported plans
- Hmn Financial, Inc. Employee Stock Ownership Plan (plan 003)
- Hmn Financial, Inc. — all reported plans
- Methodology
- Data sources