Defined Benefit (Pension) · DOL Form 5500 · 2023

Pentair Flow Technologies, LLC Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
208
Participants Below avg headcount
69th
Percentile by assets National rank
$79,360
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan · Sponsored by Pentair Flow Technologies, LLC · Minnesota · Manufacturing

$17M in assets, 208 participants

Pentair Flow Technologies, LLC's Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan reported $17M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,869 in Manufacturing (18,722 peers)

Coverage in Minnesota

Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan covers 208 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.

#10,869
in Manufacturing (18,722 peers)
+1.6%
assets growth YoY

Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan's outsized position by total assets

Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,506,981 Top 31% higher than 69% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan reported participants fell from 240 in the plan year 2022 filing to 208 in the plan year 2023 filing.
  • Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411881858 · Pentair Flow Technologies, LLC PY 2023 · Defined Benefit (Pension)

Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan · $17M · 208 · 69th

  • BOY $17M
  • BOY 208
  • BOY 69th
  • BOY Defined Benefit (Pension)
  • BOY near Retirement Pl for Hrly Ees of Giant Cement Company
  • BOY ind #10869

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 Manufacturing retirement plans → · Plans in Minnesota →

Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan in the asset neighbourhood

Salaried Retirement Plan of Finch Paper, LLCSalaried Retirement Plan of …$17MPentair Pump Group, Inc. Bargaining Unit Employees Pension PlanPentair Pump Group, Inc. Bar…$17MRetirement Pl for Hrly Ees of Giant Cement CompanyRetirement Pl for Hrly Ees o…$17MIndiana Glass Company Union Employees Retirement Benefit PlanIndiana Glass Company Union …$16MDover Downs, Inc. Pension PlanDover Downs, Inc. Pension Pl…$16M
End-of-year total assets ($M) among Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$253K
Employer EIN411881858
Plan Effective Date1954-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentair Flow Technologies, LLC)

Sponsor-wide plan assets over time

All Pentair Flow Technologies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 30.65200739997453% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.3M $21.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 240 $16M
2023 1 208 $17M
2024 1 208 $21M

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan, Total assets ($B): 0.016506981 · Participants: 208Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan side-by-side with 3 peers →

Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Retirement Pl for Hrly Ees of Giant Cement Company in SC ($17M); by covered participants it is Southwestern Energy Company Pension Plan in TX (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan assets move in 2023? ▼
Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan edged up modestly - up 1.6% during 2023, from $16M to $17M. Reported net income was $253K.
How have Pentair Flow Technologies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentair Flow Technologies, LLC's sponsor-wide assets grew 30.7%, from $16M to $21M.
Which Defined Benefit (Pension) plans are similar in size to Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Pl for Hrly Ees of Giant Cement Company in SC ($17M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwestern Energy Company Pension Plan in TX (208 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411881858.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.