401(k) · DOL Form 5500 · 2024
Pentair Inc 401(k) Plan
Data updated 2026-08-06
- $910M
- Total assets
- 5,040
- Participants
- 98th
- Percentile by assets
- $180,501
- Avg per participant
Official DOL plan name: Pentair Inc Retirement Savings and Stock · Sponsored by Pentair Inc · Minnesota · Management of Enterprises
$910M in assets, 5,040 participants
Pentair Inc's Pentair Inc Retirement Savings and Stock reported $910M in total assets and 5,040 participants in its 2024 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 116,472 plans)
- #1,039 in Management of Enterprises (1,094 peers)
Coverage in Minnesota
Pentair Inc Retirement Savings and Stock covers 5,040 participants in Minnesota, 4.3x the typical Minnesota plan (state average ~1,161 per filing). Assets: $910M.
- $910M
- total plan assets (2024 EOY)
- 5,040
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $180,501
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pentair Inc Retirement Savings and Stock reported net income fell from $129M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- Pentair Inc Retirement Savings and Stock reported participants fell from 5,714 in the plan year 2023 filing to 5,040 in the plan year 2024 filing.
- Pentair Inc Retirement Savings and Stock end-of-year assets rose from $822M in the plan year 2023 filing to $910M in the plan year 2024 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Pentair Inc Retirement Savings and Stock reports 5,040 participants - 4.3x that state average ($910M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $822M |
|---|---|
| Net Assets (End of Year) | $910M |
| Net Income | $87M |
| 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
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Scale composition for Pentair Inc Retirement Savings and Stock
Pentair Inc Retirement Savings and Stock reports $910M in end-of-year assets across 5,040 participants (0.008% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $180,501 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $87M.
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 | Open filing |
| 2024 · index core | 5,040 | $910M | This page |
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.
- Ahold USA, Inc. 401(k) Savings Plan for Union Associates (MA) $910M · 52,093
- Sheppard, Mullin, Richter & Hampton LLP Retirement and Savings Plan (CA) $912M · 1,797
- Mohawk Industries Retirement Plan 2 (GA) $912M · 7,445
- Essity North America Investment & Retirement Plan (PA) $913M · 3,249
Frequently Asked Questions
How did Pentair Inc Retirement Savings and Stock assets move in 2024? ▼
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