Civic Intelligence

Mayo Foundation

Plan context: Mayo Tax Deferred Annuity Plan

EIN 41-6011702 • Rochester, MN • 283 filings • 35 plans

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200 First Street SWRochester, MN 55905
Current Snapshot

Latest Year

2025

2025 Participants

79,159

2025 Assets

$24,615,317,963

2025 Contributions

$1,178,400,378

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$24,615,317,963$12,307,658,982$0199920162024YearValue
$24,615,317,963Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

87,00043,5000199920122025YearValue
79,159Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025279,159$0$0-
Mayo Comprehensive Medical Care Plan-79,159---
Mayo Clinic Retiree Health Reimbursement Arrangement-----
2024487,000$24,615,317,963$1,178,400,378$13,545iApproximate average salary by contribution assumption: employee only about $338,621 at 4% or $225,747 at 6%; with 50% employer match about $225,747 at 4% or $150,498 at 6%; with 100% employer match about $169,310 at 4% or $112,874 at 6%.
Mayo Tax Deferred Annuity Plan-87,000$12,799,106,312$911,852,378$10,481iApproximate average salary by contribution assumption: employee only about $262,027 at 4% or $174,684 at 6%; with 50% employer match about $174,684 at 4% or $116,456 at 6%; with 100% employer match about $131,013 at 4% or $87,342 at 6%.
Mayo Pension Plan-74,151$11,816,211,651$266,548,000$3,595iApproximate average salary by contribution assumption: employee only about $89,867 at 4% or $59,911 at 6%; with 50% employer match about $59,911 at 4% or $39,941 at 6%; with 100% employer match about $44,933 at 4% or $29,956 at 6%.
Mayo Comprehensive Medical Care Plan-77,093---
Mayo Clinic Retiree Health Reimbursement Arrangement-----
2023485,933$22,239,238,721$1,142,860,418$13,299iApproximate average salary by contribution assumption: employee only about $332,486 at 4% or $221,657 at 6%; with 50% employer match about $221,657 at 4% or $147,772 at 6%; with 100% employer match about $166,243 at 4% or $110,829 at 6%.
Mayo Tax Deferred Annuity Plan-85,933$11,206,302,019$866,985,418$10,089iApproximate average salary by contribution assumption: employee only about $252,227 at 4% or $168,151 at 6%; with 50% employer match about $168,151 at 4% or $112,101 at 6%; with 100% employer match about $126,114 at 4% or $84,076 at 6%.
Mayo Pension Plan-71,743$11,032,936,702$275,875,000$3,845iApproximate average salary by contribution assumption: employee only about $96,133 at 4% or $64,089 at 6%; with 50% employer match about $64,089 at 4% or $42,726 at 6%; with 100% employer match about $48,067 at 4% or $32,044 at 6%.
Mayo Comprehensive Medical Care Plan-77,093---
Mayo Clinic Retiree Health Reimbursement Arrangement-----
2022484,098$19,753,172,687$1,198,082,475$14,246iApproximate average salary by contribution assumption: employee only about $356,157 at 4% or $237,438 at 6%; with 50% employer match about $237,438 at 4% or $158,292 at 6%; with 100% employer match about $178,078 at 4% or $118,719 at 6%.
Mayo Pension Plan-69,154$10,299,849,315$263,415,000$3,809iApproximate average salary by contribution assumption: employee only about $95,228 at 4% or $63,485 at 6%; with 50% employer match about $63,485 at 4% or $42,323 at 6%; with 100% employer match about $47,614 at 4% or $31,743 at 6%.
Mayo Tax Deferred Annuity Plan-84,098$9,453,323,372$934,667,475$11,114iApproximate average salary by contribution assumption: employee only about $277,851 at 4% or $185,234 at 6%; with 50% employer match about $185,234 at 4% or $123,489 at 6%; with 100% employer match about $138,925 at 4% or $92,617 at 6%.
Mayo Comprehensive Medical Care Plan-76,509---
Mayo Clinic Retiree Health Reimbursement Arrangement-----
2021480,932$23,114,761,920$1,231,567,380$15,217iApproximate average salary by contribution assumption: employee only about $380,433 at 4% or $253,622 at 6%; with 50% employer match about $253,622 at 4% or $169,081 at 6%; with 100% employer match about $190,216 at 4% or $126,811 at 6%.
Mayo Pension Plan-66,429$12,401,354,010$304,906,000$4,590iApproximate average salary by contribution assumption: employee only about $114,749 at 4% or $76,499 at 6%; with 50% employer match about $76,499 at 4% or $50,999 at 6%; with 100% employer match about $57,374 at 4% or $38,250 at 6%.
Mayo Tax Deferred Annuity Plan-80,932$10,713,407,910$926,661,380$11,450iApproximate average salary by contribution assumption: employee only about $286,247 at 4% or $190,831 at 6%; with 50% employer match about $190,831 at 4% or $127,221 at 6%; with 100% employer match about $143,123 at 4% or $95,416 at 6%.
Mayo Comprehensive Medical Care Plan-73,572---
Mayo Clinic Retiree Health Reimbursement Arrangement-----
2020478,863$20,316,504,004$1,302,186,295$16,512iApproximate average salary by contribution assumption: employee only about $412,800 at 4% or $275,200 at 6%; with 50% employer match about $275,200 at 4% or $183,467 at 6%; with 100% employer match about $206,400 at 4% or $137,600 at 6%.
Mayo Pension Plan-64,478$11,222,901,288$559,818,000$8,682iApproximate average salary by contribution assumption: employee only about $217,058 at 4% or $144,705 at 6%; with 50% employer match about $144,705 at 4% or $96,470 at 6%; with 100% employer match about $108,529 at 4% or $72,353 at 6%.
Mayo Tax Deferred Annuity Plan-78,863$9,093,602,716$742,368,295$9,413iApproximate average salary by contribution assumption: employee only about $235,335 at 4% or $156,890 at 6%; with 50% employer match about $156,890 at 4% or $104,593 at 6%; with 100% employer match about $117,667 at 4% or $78,445 at 6%.
Mayo Comprehensive Medical Care Plan-71,339---
Mayo Clinic Retiree Health Reimbursement Arrangement-----
2019475,186$17,353,086,380$1,194,496,647$15,887iApproximate average salary by contribution assumption: employee only about $397,181 at 4% or $264,787 at 6%; with 50% employer match about $264,787 at 4% or $176,525 at 6%; with 100% employer match about $198,590 at 4% or $132,394 at 6%.
Mayo Pension Plan-63,103$9,717,755,006$548,540,301$8,693iApproximate average salary by contribution assumption: employee only about $217,319 at 4% or $144,880 at 6%; with 50% employer match about $144,880 at 4% or $96,586 at 6%; with 100% employer match about $108,660 at 4% or $72,440 at 6%.
Mayo Tax Deferred Annuity Plan-75,186$7,635,331,374$645,956,346$8,591iApproximate average salary by contribution assumption: employee only about $214,786 at 4% or $143,191 at 6%; with 50% employer match about $143,191 at 4% or $95,460 at 6%; with 100% employer match about $107,393 at 4% or $71,595 at 6%.
Mayo Comprehensive Medical Care Plan-70,040---
Mayo Clinic Retiree Health Reimbursement Arrangement-0---
20181371,199$14,439,731,729$806,893,894$11,333iApproximate average salary by contribution assumption: employee only about $283,323 at 4% or $188,882 at 6%; with 50% employer match about $188,882 at 4% or $125,922 at 6%; with 100% employer match about $141,662 at 4% or $94,441 at 6%.
Mayo Pension Plan-61,141$8,402,529,850$164,439,505$2,690iApproximate average salary by contribution assumption: employee only about $67,238 at 4% or $44,825 at 6%; with 50% employer match about $44,825 at 4% or $29,883 at 6%; with 100% employer match about $33,619 at 4% or $22,413 at 6%.
Mayo Tax Deferred Annuity Plan-71,199$6,037,201,879$642,454,389$9,023iApproximate average salary by contribution assumption: employee only about $225,584 at 4% or $150,389 at 6%; with 50% employer match about $150,389 at 4% or $100,260 at 6%; with 100% employer match about $112,792 at 4% or $75,195 at 6%.
Mayo Clinic Retiree Health Reimbursement Arrangement-0---
Mayo Comprehensive Medical Care Plan-56,782---
Mayo Dental Plan-0---
Mayo Clinic Employee Assistance Plan-0---
Mayo Flexible Spending Account Plan-0---
Mayo Paid Disability Income-0---
Mayo Travel Accident Plan-0---
Group Life Insurance Plan Employer Paid-0---
Voluntary Group Term and Universal Life-0---
Accidental Death & Dismemberment-0---
Fellows Group Term Life Insurance & Disability Income-0---
20171870,519$14,796,396,608$1,215,408,730$17,235iApproximate average salary by contribution assumption: employee only about $430,880 at 4% or $287,253 at 6%; with 50% employer match about $287,253 at 4% or $191,502 at 6%; with 100% employer match about $215,440 at 4% or $143,627 at 6%.
Mayo Pension Plan-56,989$8,825,021,784$610,901,936$10,720iApproximate average salary by contribution assumption: employee only about $267,991 at 4% or $178,661 at 6%; with 50% employer match about $178,661 at 4% or $119,107 at 6%; with 100% employer match about $133,996 at 4% or $89,330 at 6%.
Mayo Tax Deferred Annuity Plan-68,854$5,971,374,824$602,707,717$8,753iApproximate average salary by contribution assumption: employee only about $218,835 at 4% or $145,890 at 6%; with 50% employer match about $145,890 at 4% or $97,260 at 6%; with 100% employer match about $109,418 at 4% or $72,945 at 6%.
Okefenokee Health System 403(B) Plan-0-$1,799,077-
Mayo Comprehensive Medical Care Plan-55,254---
Mayo Dental Plan-59,130---
Mayo Clinic Retiree Health Reimbursement Arrangement-0---
Mayo Flexible Spending Account Plan-15,162---
Mayo Clinic Employee Assistance Plan-65,746---
Accidental Death & Dismemberment-60,117---
Group Life Insurance Plan Employer Paid-70,519---
Voluntary Group Term and Universal Life-69,143---
Mayo Paid Disability Income-65,435---
Fellows Group Term Life Insurance & Disability Income-2,839---
OKEFENOKEE HEALTH PLAN-0---
OKEFENOKEE DENTAL PLAN-0---
OKEFENOKEE FLEXIBLE SPENDING ACCOUNT PLAN-0---
OKEFENOKEE EMPLOYEE ASSISTANCE PLAN-0---
Mayo Travel Accident Plan-----
20161369,715$12,436,102,419$1,042,957,643$14,960iApproximate average salary by contribution assumption: employee only about $374,008 at 4% or $249,338 at 6%; with 50% employer match about $249,338 at 4% or $166,226 at 6%; with 100% employer match about $187,004 at 4% or $124,669 at 6%.
Mayo Pension Plan-58,209$7,709,068,661$508,108,758$8,729iApproximate average salary by contribution assumption: employee only about $218,226 at 4% or $145,484 at 6%; with 50% employer match about $145,484 at 4% or $96,989 at 6%; with 100% employer match about $109,113 at 4% or $72,742 at 6%.
Mayo Tax Deferred Annuity Plan-67,848$4,727,033,758$534,848,885$7,883iApproximate average salary by contribution assumption: employee only about $197,076 at 4% or $131,384 at 6%; with 50% employer match about $131,384 at 4% or $87,589 at 6%; with 100% employer match about $98,538 at 4% or $65,692 at 6%.
Mayo Comprehensive Medical Care Plan-54,306---
Mayo Dental Plan-58,293---
Mayo Flexible Spending Account Plan-14,588---
Group Life Insurance Plan Employer Paid-69,031---
Voluntary Group Term and Universal Life-69,715---
Fellows Group Term Life Insurance & Disability Income-3,094---
Accidental Death & Dismemberment-59,391---
Mayo Clinic Employee Assistance Plan-66,586---
Mayo Paid Disability Income-59,410---
Mayo Travel Accident Plan-59,410---
Mayo Clinic Retiree Health Reimbursement Arrangement-0---
20151569,370$11,342,910,299$980,883,644$14,140iApproximate average salary by contribution assumption: employee only about $353,497 at 4% or $235,665 at 6%; with 50% employer match about $235,665 at 4% or $157,110 at 6%; with 100% employer match about $176,749 at 4% or $117,832 at 6%.
Mayo Pension Plan-55,570$7,279,473,838$479,501,483$8,629iApproximate average salary by contribution assumption: employee only about $215,720 at 4% or $143,813 at 6%; with 50% employer match about $143,813 at 4% or $95,875 at 6%; with 100% employer match about $107,860 at 4% or $71,907 at 6%.
Mayo Tax Deferred Annuity Plan-65,274$4,063,436,461$501,382,161$7,681iApproximate average salary by contribution assumption: employee only about $192,030 at 4% or $128,020 at 6%; with 50% employer match about $128,020 at 4% or $85,347 at 6%; with 100% employer match about $96,015 at 4% or $64,010 at 6%.
Mayo Community 403(B) Plan-0---
Mayo 403(B) Matching Plan-0---
Mayo Comprehensive Medical Care Plan-53,220---
Group Life Insurance Plan Employer Paid-67,356---
Voluntary Group Term and Universal Life-69,370---
Mayo Paid Disability Income-56,869---
Fellows Group Term Life Insurance & Disability Income-3,017---
Mayo Dental Plan-57,334---
Mayo Flexible Spending Account Plan-16,461---
Mayo Clinic Employee Assistance Plan-64,033---
Accidental Death & Dismemberment-57,067---
Okefenokee Health System 403(B) Plan-0---
Mayo Travel Accident Plan-56,869---
20141662,171$10,662,320,451$895,870,276$14,410iApproximate average salary by contribution assumption: employee only about $360,244 at 4% or $240,163 at 6%; with 50% employer match about $240,163 at 4% or $160,109 at 6%; with 100% employer match about $180,122 at 4% or $120,081 at 6%.
Mayo Pension Plan-43,903$7,053,368,868$578,682,953$13,181iApproximate average salary by contribution assumption: employee only about $329,524 at 4% or $219,682 at 6%; with 50% employer match about $219,682 at 4% or $146,455 at 6%; with 100% employer match about $164,762 at 4% or $109,841 at 6%.
Mayo Tax Deferred Annuity Plan-62,171$3,542,070,113$307,756,571$4,950iApproximate average salary by contribution assumption: employee only about $123,754 at 4% or $82,503 at 6%; with 50% employer match about $82,503 at 4% or $55,002 at 6%; with 100% employer match about $61,877 at 4% or $41,251 at 6%.
Mayo Community 403(B) Plan-1,266$39,447,120$7,437,790$5,875iApproximate average salary by contribution assumption: employee only about $146,876 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,959 at 6%.
Okefenokee Health System 403(B) Plan-365$24,795,273$1,743,114$4,776iApproximate average salary by contribution assumption: employee only about $119,391 at 4% or $79,594 at 6%; with 50% employer match about $79,594 at 4% or $53,063 at 6%; with 100% employer match about $59,696 at 4% or $39,797 at 6%.
Mayo 403(B) Matching Plan-129$2,639,077$249,848$1,937iApproximate average salary by contribution assumption: employee only about $48,420 at 4% or $32,280 at 6%; with 50% employer match about $32,280 at 4% or $21,520 at 6%; with 100% employer match about $24,210 at 4% or $16,140 at 6%.
Accidental Death & Dismemberment-43,933---
Mayo Flexible Spending Account Plan-10,465---
Fellows Group Term Life Insurance & Disability Income-3,233---
Voluntary Disability Income-0---
Mayo Paid Disability Income-43,760---
Voluntary Group Term and Universal Life-56,416---
Group Life Insurance Plan Employer Paid-52,318---
Mayo Comprehensive Medical Care Plan-51,096---
Mayo Dental Plan-53,165---
Mayo Clinic Employee Assistance Plan-48,661---
Mayo Travel Accident Plan-43,760---
20131656,771$9,750,006,407$506,828,528$8,928iApproximate average salary by contribution assumption: employee only about $223,190 at 4% or $148,793 at 6%; with 50% employer match about $148,793 at 4% or $99,196 at 6%; with 100% employer match about $111,595 at 4% or $74,397 at 6%.
Mayo Pension Plan-44,368$6,520,371,629$215,112,000$4,848iApproximate average salary by contribution assumption: employee only about $121,209 at 4% or $80,806 at 6%; with 50% employer match about $80,806 at 4% or $53,871 at 6%; with 100% employer match about $60,604 at 4% or $40,403 at 6%.
Mayo Tax Deferred Annuity Plan-52,392$3,198,908,791$284,234,466$5,425iApproximate average salary by contribution assumption: employee only about $135,629 at 4% or $90,419 at 6%; with 50% employer match about $90,419 at 4% or $60,279 at 6%; with 100% employer match about $67,814 at 4% or $45,210 at 6%.
Okefenokee Health System 403(B) Plan-353$22,663,000$1,750,396$4,959iApproximate average salary by contribution assumption: employee only about $123,966 at 4% or $82,644 at 6%; with 50% employer match about $82,644 at 4% or $55,096 at 6%; with 100% employer match about $61,983 at 4% or $41,322 at 6%.
Mayo Community 403(B) Plan-1,281$5,775,282$5,501,709$4,295iApproximate average salary by contribution assumption: employee only about $107,371 at 4% or $71,581 at 6%; with 50% employer match about $71,581 at 4% or $47,721 at 6%; with 100% employer match about $53,686 at 4% or $35,790 at 6%.
Mayo 403(B) Matching Plan-119$2,287,705$229,957$1,932iApproximate average salary by contribution assumption: employee only about $48,310 at 4% or $32,207 at 6%; with 50% employer match about $32,207 at 4% or $21,471 at 6%; with 100% employer match about $24,155 at 4% or $16,103 at 6%.
Mayo Comprehensive Medical Care Plan-49,982---
Mayo Dental Plan-51,576---
Mayo Flexible Spending Account Plan-11,179---
Mayo Clinic Employee Assistance Plan-48,678---
Fellows Group Term Life Insurance & Disability Income-3,273---
Voluntary Disability Income-703---
Group Life Insurance Plan Employer Paid-50,974---
Voluntary Group Term and Universal Life-56,771---
Accidental Death & Dismemberment-44,094---
Mayo Paid Disability Income-42,938---
Mayo Travel Accident Plan-42,938---
20121460,147$8,684,223,510$624,428,880$10,382iApproximate average salary by contribution assumption: employee only about $259,543 at 4% or $173,029 at 6%; with 50% employer match about $173,029 at 4% or $115,352 at 6%; with 100% employer match about $129,771 at 4% or $86,514 at 6%.
Mayo Comprehensive Medical Care Plan-50,539---
Mayo Clinic Employee Assistance Plan-50,001---
Mayo Flexible Spending Account Plan-6,107---
20111558,283$7,221,690,276$897,784,646$15,404iApproximate average salary by contribution assumption: employee only about $385,097 at 4% or $256,731 at 6%; with 50% employer match about $256,731 at 4% or $171,154 at 6%; with 100% employer match about $192,549 at 4% or $128,366 at 6%.
20101654,472$8,543,359,223$558,697,810$10,257iApproximate average salary by contribution assumption: employee only about $256,415 at 4% or $170,943 at 6%; with 50% employer match about $170,943 at 4% or $113,962 at 6%; with 100% employer match about $128,208 at 4% or $85,472 at 6%.
20091455,092$5,619,043,568$321,405,285$5,834iApproximate average salary by contribution assumption: employee only about $145,849 at 4% or $97,233 at 6%; with 50% employer match about $97,233 at 4% or $64,822 at 6%; with 100% employer match about $72,925 at 4% or $48,616 at 6%.
20081053,879$0$0-
20071139,920$0$0-
20061139,982$0$0-
20051138,044$0$0-
20041143,981$0$0-
20031143,637$0$0-
20021141,441$0$0-
20011140,617$0$0-
20001232,439$0$0-
1999833,511$1,591,303,356$0-