401(k) · DOL Form 5500 · 2023
Pentair Inc 401(k) Plan
Data updated 2026-08-11
- $822M
- Total assets
- 5,714
- Participants
- 98th
- Percentile by assets
- $143,926
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $822M
- total plan assets (2023 EOY)
- 5,714
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $143,926
- avg assets per participant
Where Pentair Inc Retirement Savings and Stock sits 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
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.
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 5,714 participants - 5.1x that state average ($822M EOY assets).
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)
| 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 $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)
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.
- 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
Frequently Asked Questions
How did Pentair Inc Retirement Savings and Stock assets move in 2023? ▼
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? ▼
Next read for Pentair Inc Retirement Savings and Stock
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