Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

XYLEM INC.

This Defined Benefit (Pension) plan holds $85M in total assets and serves 447 participants as of 2023. It is sponsored by XYLEM INC. in New York. The plan reported positive net income of $5M for the year.

Total Assets (2023)
$85M
Participants
447
State
Industry
Manufacturing

What the Filing Says About XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES

XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES is a Defined Benefit (Pension) retirement plan sponsored by XYLEM INC., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $85M in total end-of-year assets and covers 447 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 452080495, and the plan has been effective since 1951-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $80M at the beginning of 2023 to $85M at year-end — a gain of 6.8%. Net assets (after liabilities) closed the year at $85M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$80M
Total Assets (End of Year)$85M
Net Assets (End of Year)$85M
Net Income$5M
Plan TypeDefined Benefit (Pension)
Employer EIN452080495
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (XYLEM INC.)

Year Plans Participants Total Assets
2022 6 6,400 $975M
2023 6 6,500 $1.7B
2024 6 10,202 $1.9B

Nearby Defined Benefit (Pension) Plans in New York

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Frequently Asked Questions

How much money is in the XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES?
As of the 2023 Form 5500 filing, XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES holds $85M in total assets with 447 participants. It is sponsored by XYLEM INC..
What type of plan is XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES?
XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES is a Defined Benefit (Pension) plan. It has been effective since 1951-01-01. The plan is filed with the U.S. Department of Labor under EIN 452080495.
Who sponsors the XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES?
XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES is sponsored by XYLEM INC., located in New York. The sponsor's EIN is 452080495 and the plan operates in the Manufacturing industry.
How did XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES perform in 2023?
XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES grew by 6.8% during 2023, moving from $80M to $85M in total assets. Net income was $5M.
Where can I find official filings for XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES?
Official Form 5500 filings for XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 452080495 or plan name at efast.dol.gov.
How does XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES compare to other plans?
You can compare XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 452080495.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.