401(k) · DOL Form 5500 · 2024
Pentair Inc 401(k) Plan
Data updated 2026-08-25
- $910M
- Total assets Above avg plan size
- 5,040
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $180,501
- Avg per participant Above avg balance/head
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.
- #1,076 in Management of Enterprises (1,133 peers)
Coverage in Minnesota
Pentair Inc Retirement Savings and Stock covers 5,040 participants in Minnesota, 4.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $910M.
- #1,076
- in Management of Enterprises (1,133 peers)
- +10.6%
- assets growth YoY
- 9.1×
- 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 2024 · DOL Form 5500
$909,724,109 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pentair Inc Retirement Savings and Stock's large-plan peer group by participant headcount
Plan-year 2024 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 (5,040 participants).
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.
Form 5500 schedule snapshot
Filing strip 410907434 · Pentair Inc PY 2024 · 401(k)
Pentair Inc Retirement Savings and Stock · $910M · 5,040 · 98th
- PHOTO $910M
- PHOTO 5,040
- PHOTO 98th
- PHOTO 401(k)
- PHOTO near Ahold USA, Inc. 401(k) Savings Plan for Union Associates
- PHOTO ind #1076
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) | $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)
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.
- 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 (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 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 |
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 Ahold USA, Inc. 401(k) Savings Plan for Union Associates in MA ($910M); by covered participants it is Gaf LLC 401(k) Plan in NJ (5,041 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($910M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,040 participants); asset peers above are excluded.
- Gaf LLC 401(k) Plan (NJ) 5,041 · 1 off
- Menasha Corporation 401(k) Retirement Savings Plan (WI) 5,037 · 3 off
- Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan (FL) 5,035 · 5 off
- Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan (FL) 5,035 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.