401(k) · DOL Form 5500 · 2022
Pentair, Inc. 401(k) Plan
Data updated 2026-08-25
- $694M
- Total assets Above avg plan size
- 6,183
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $112,212
- Avg per participant Below avg balance/head
Official DOL plan name: Pentair, Inc. Retirement Savings and Stock · Sponsored by Pentair, Inc. · Minnesota · Management of Enterprises
$694M in assets, 6,183 participants
Pentair, Inc.'s Pentair, Inc. Retirement Savings and Stock reported $694M in total assets and 6,183 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,121 in Management of Enterprises (1,193 peers)
Coverage in Minnesota
Pentair, Inc. Retirement Savings and Stock covers 6,183 participants in Minnesota, 5.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $694M.
- #1,121
- in Management of Enterprises (1,193 peers)
- -19.1%
- assets change YoY
- 7.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $164M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pentair, Inc. Retirement Savings and Stock's outsized position by total assets
Pentair, Inc. Retirement Savings and Stock vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$693,808,245 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pentair, Inc. Retirement Savings and Stock's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pentair, Inc. Retirement Savings and Stock lands in the large band (6,183 participants).
DOL schedule card
Filing strip 410907434 · Pentair, Inc. PY 2022 · 401(k)
Pentair, Inc. Retirement Savings and Stock · $694M · 6,183 · 98th
- PHOTO $694M
- IND 6,183
- EOY 98th
- 5500 401(k)
- ASSETS near Nordson Employees' Savings Trust Plan
- PCT ind #1121
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in Minnesota →
Pentair, Inc. Retirement Savings and Stock in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $858M |
|---|---|
| Net Assets (End of Year) | $694M |
| Net Income | -$164M |
| Employer EIN | 410907434 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pentair, Inc.)
Sponsor-wide plan assets over time
All Pentair, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $910M 31.120394656019112% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,183 | $694M |
| 2023 | 1 | 5,714 | $822M |
| 2024 | 1 | 5,040 | $910M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Scale composition for Pentair, Inc. Retirement Savings and Stock
Pentair, Inc. Retirement Savings and Stock reports $694M in end-of-year assets across 6,183 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $112,212 per participant (81% of the national average assets-per-participant) . Net income for plan year 2022 was -$164M.
This plan identity (EIN 410907434, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $694M to $910M (+31.1%) while covered participants moved from 6,183 to 5,040 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,183 | $694M | This page |
| 2023 | 5,714 | $822M | Open filing |
| 2024 · index core | 5,040 | $910M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Pentair Inc Retirement Savings and Stock (401(k), $910M, 5,040 participants)
Pentair, Inc. Retirement Savings and Stock's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Nordson Employees' Savings Trust Plan in OH ($694M); by covered participants it is Black & Veatch Retirement Program in KS (6,182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($694M here).
- Nordson Employees' Savings Trust Plan (OH) $694M · 3,421
- Idaho Power Company Employee Savings Plan (ID) $694M · 2,009
- Arvest Bank 401(k) & Profit Sharing Retirement Plan (AR) $694M · 6,394
- Sia Retirement Plan (IN) $695M · 5,409
Similar participant headcount
Nearest other-state filings by covered participants (6,183 participants); asset peers above are excluded.
- Black & Veatch Retirement Program (KS) 6,182 · 1 off
- The Milliken Retirement Plan (SC) 6,185 · 2 off
- The Helmerich & Payne, Inc. 401(k)/Thrift Plan (OK) 6,186 · 3 off
- Butterball, LLC Salary & Hourly 401(k) Plan (NC) 6,187 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.