401(k) · DOL Form 5500 · 2022
Pentair, Inc. 401(k) Plan
Data updated 2026-08-11
- $694M
- Total assets
- 6,183
- Participants
- 98th
- Percentile by assets
- $112,212
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $694M
- total plan assets (2022 EOY)
- 6,183
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $112,212
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Pentair, Inc. Retirement Savings and Stock reports 6,183 participants - 5.5x that state average ($694M EOY assets).
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.)
| 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.
Pentair, Inc. Retirement Savings and Stock vs. nearby 401(k) plans in Minnesota, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pentair, Inc. Retirement Savings and Stock by total assets, not by location.
- 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
Frequently Asked Questions
How did Pentair, Inc. Retirement Savings and Stock assets move in 2022? ▼
How have Pentair, Inc. plan assets changed over time? ▼
Where does Pentair, Inc. Retirement Savings and Stock rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Pentair, Inc. Retirement Savings and Stock? ▼
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Filing takeaways
Ways to act on Pentair, Inc. Retirement Savings and Stock's numbers.
- By total assets, Pentair, Inc. Retirement Savings and Stock ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Pentair, Inc.'s sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Management of Enterprises plans