Pentair Inc Retirement Savings And Stock — Form 5500 plan (Pentair Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pentair Inc Retirement Savings And Stock is a benefit plan reported by Pentair Inc under EIN 41-0907434 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,176 participants and $822,391,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pentair Inc
- EIN
- 41-0907434
- Plan number
- 002
- Plan type
- 2
- Location
- Golden Valley, MN
- Latest filing year
- 2023
- Participants
- 8,176
- End-of-year plan assets
- $822,391,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,176 | H, C | 20240903133302NAL0010579603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $822,391,664
- Total liabilities (EOY)
- $3,891
- Net assets (EOY)
- $822,387,773
- Net assets (BOY)
- $693,802,959
Income & contributions
- Employer contributions
- $19,549,528
- Participant contributions
- $37,647,404
- Total contributions
- $66,225,891
- Total income / additions
- $223,559,296
Expenses & distributions
- Benefits paid
- $94,397,913
- Administrative expenses
- $521,846
- Total expenses
- $94,974,482
- Net increase / (decrease)
- $128,584,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $294,673 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | FUND MANAGER | $0 | $0 | 2023 |
| Fidelity Investments Institutional | FUND MANAGER | $0 | $0 | 2023 |
| Fidelity Management Trust Co | FUND MANAGER | $0 | $0 | 2023 |
| Loomis Sayles Trust Company, LLC | FUND MANAGER | $0 | $0 | 2023 |
| State Street Bank & Trust Co | FUND MANAGER | $0 | $0 | 2023 |
| Oakmark | FUND MANAGER | $0 | $0 | 2023 |
| Victory Capital Management Inc | FUND MANAGER | $0 | $0 | 2023 |
| Dodge & Cox | FUND MANAGER | $0 | $0 | 2023 |
| Reliance Trust Company | FUND MANAGER | $0 | $0 | 2023 |
| Vanguard | FUND MANAGER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pentair Inc
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Golden Valley, MN
- Fidelity Investments Institutional — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Fidelity Management Trust Co — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- Oakmark — Schedule C compensation
- Victory Capital Management Inc — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Reliance Trust Company — Schedule C compensation
- Vanguard — Schedule C compensation