Defined Benefit (Pension) · DOL Form 5500 · 2024
Xylem Inc. Pension Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 374
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $225,524
- Avg per participant Above avg balance/head
Official DOL plan name: Xylem Pension Plan for U.S. Hourly Employees · Sponsored by Xylem Inc. · New York · Manufacturing
$84M in assets, 374 participants
Xylem Inc.'s Xylem Pension Plan for U.S. Hourly Employees reported $84M in total assets and 374 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #14,944 in Manufacturing (17,777 peers)
Coverage in New York
Xylem Pension Plan for U.S. Hourly Employees covers 374 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $84M.
- #14,944
- in Manufacturing (17,777 peers)
- -0.9%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $411K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Xylem Pension Plan for U.S. Hourly Employees's outsized position by total assets
Xylem Pension Plan for U.S. Hourly Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,345,976 Top 11% higher than 89% 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
Xylem Pension Plan for U.S. Hourly Employees among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xylem Pension Plan for U.S. Hourly Employees sits mid-pack in the medium band (374 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Xylem Pension Plan for U.S. Hourly Employees reported net income fell from $5M in the plan year 2023 filing to -$411K in the plan year 2024 filing.
- Xylem Pension Plan for U.S. Hourly Employees reported participants fell from 447 in the plan year 2023 filing to 374 in the plan year 2024 filing.
- Xylem Pension Plan for U.S. Hourly Employees end-of-year assets fell from $85M in the plan year 2023 filing to $84M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 452080495 · Xylem Inc. PY 2024 · Defined Benefit (Pension)
Xylem Pension Plan for U.S. Hourly Employees · $84M · 374 · 89th
- PART $84M
- TYPE 374
- NET 89th
- BOOK Defined Benefit (Pension)
- VS-ST near Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan
- BOY ind #14944
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 New York →
Xylem Pension Plan for U.S. Hourly Employees in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | -$411K |
| Employer EIN | 452080495 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Xylem Inc.)
Sponsor-wide plan assets over time
All Xylem Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.9B 93.96835296631184% vs 2022
- 2024 filing year
| 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
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Xylem Pension Plan for U.S. Hourly Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan in IL ($84M); by covered participants it is San Antonio Regional Hospital Retirement Plan in CA (374 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
Similar participant headcount
Nearest other-state filings by covered participants (374 participants); asset peers above are excluded.
- San Antonio Regional Hospital Retirement Plan (CA) 374 · 0 off
- Winston & Strawn LLP Cash Balance Plan (IL) 374 · 0 off
- Sunward Federal Credit Union Employees' Cash Balance Pension Plan (NM) 373 · 1 off
- Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos (VA) 373 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.