401(k) · DOL Form 5500 · 2023
Pentair Inc 401(k) Plan
Data updated 2026-08-25
- $822M
- Total assets Above avg plan size
- 5,714
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $143,926
- Avg per participant Near avg balance/head
Official DOL plan name: Pentair Inc Retirement Savings and Stock · Sponsored by Pentair Inc · Minnesota · Management of Enterprises
$822M in assets, 5,714 participants
Pentair Inc's Pentair Inc Retirement Savings and Stock reported $822M in total assets and 5,714 participants in its 2023 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.
- #1,067 in Management of Enterprises (1,137 peers)
Coverage in Minnesota
Pentair Inc Retirement Savings and Stock covers 5,714 participants in Minnesota, 5.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $822M.
- #1,067
- in Management of Enterprises (1,137 peers)
- +18.5%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$822,391,664 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pentair Inc Retirement Savings and Stock's large-plan peer group by participant headcount
Plan-year 2023 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 (5,714 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pentair Inc Retirement Savings and Stock reported net income rose from -$164M in the plan year 2022 filing to $129M in the plan year 2023 filing.
- Pentair Inc Retirement Savings and Stock end-of-year assets rose from $694M in the plan year 2022 filing to $822M in the plan year 2023 filing.
- Pentair Inc Retirement Savings and Stock reported participants fell from 6,183 in the plan year 2022 filing to 5,714 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 410907434 · Pentair Inc PY 2023 · 401(k)
Pentair Inc Retirement Savings and Stock · $822M · 5,714 · 98th
- TYPE $822M
- NET 5,714
- BOOK 98th
- VS-ST 401(k)
- BOY near Intuitive Surgical, Inc. 401(k) Plan
- SCH ind #1067
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) | $694M |
|---|---|
| Net Assets (End of Year) | $822M |
| Net Income | $129M |
| 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 $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Scale composition for Pentair Inc Retirement Savings and Stock
Pentair Inc Retirement Savings and Stock reports $822M in end-of-year assets across 5,714 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $143,926 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2023 was $129M.
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 | Open filing |
| 2023 | 5,714 | $822M | This page |
| 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 Intuitive Surgical, Inc. 401(k) Plan in CA ($823M); by covered participants it is Stewart 401(k) Savings Plan in TX (5,715 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($822M here).
- Intuitive Surgical, Inc. 401(k) Plan (CA) $823M · 7,518
- Splunk Inc. Retirement Plan (CA) $821M · 5,602
- Bread Financial 401(k) Plan (OH) $824M · 7,094
- IBEW Local No. 58 Annuity Fund (MI) $821M · 5,719
Similar participant headcount
Nearest other-state filings by covered participants (5,714 participants); asset peers above are excluded.
- Stewart 401(k) Savings Plan (TX) 5,715 · 1 off
- Ahmc Healthcare Inc. 401(k) Retirement Savings Plan (CA) 5,711 · 3 off
- Kodiak Bp 401(k) Plan (CO) 5,708 · 6 off
- Aurora Salary Deferred Savings Plan (NY) 5,722 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.