Employers › Pentair
Recordkeeping fees per participant · Pentair Inc Retirement Savings and Stock · plan year 2024
$69.49
Higher than 77% of the 1,697 plans $250M to 1B that report it.
= $479,498 / 6,900
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250826160622NAL0004540771001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826160622NAL0004540771001, received 2025-08-26
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-26.
Administrative expenses excluding investment management, per participant
$70.96
Higher than 55% of the 2,324 plans $250M to 1B that report it.
= $489,639 / 6,900
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250826160622NAL0004540771001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826160622NAL0004540771001, received 2025-08-26
Administrative expenses per participant
$70.96
Higher than 37% of the 2,405 plans $250M to 1B that report it.
= $489,639 / 6,900
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250826160622NAL0004540771001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826160622NAL0004540771001, received 2025-08-26
Administrative expenses as a share of assets
0.054%
Higher than 36% of the 2,407 plans $250M to 1B that report it.
= $489,639 / $909,724,109
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250826160622NAL0004540771001, received 2025-08-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250826160622NAL0004540771001, received 2025-08-26
Employer contributions per participant
$2,856
Higher than 45% of the 2,457 plans $250M to 1B that report it.
= $19,706,037 / 6,900
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250826160622NAL0004540771001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826160622NAL0004540771001, received 2025-08-26
Employer share of total contributions
31.7%
Higher than 52% of the 2,459 plans $250M to 1B that report it.
= $19,706,037 / $62,251,476
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250826160622NAL0004540771001, received 2025-08-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250826160622NAL0004540771001, received 2025-08-26
Employer match
“The 401(k) company match contribution is a dollar-for-dollar (100%) matching contribution on up to 5% of employee eligible earnings, contributed as before-tax contributions.”
Form 10-K filed 2026-02-24, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“The Company’s matching contributions for participants generally are 100% vested after 12 months of service.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, vesting · source document
Automatic enrollment
“The Plan has an automatic enrollment feature for new employees at a deferral rate of 5% of eligible compensation with an automatic annual increase of 1% of eligible compensation per year until the participant reaches a deferral rate of 10%.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, general · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250826160622NAL0004540771001, received 2025-08-26
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PENTAIR INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Plan name | PENTAIR INC RETIREMENT SAVINGS AND STOCK | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Sponsor EIN / plan number | 41-0907434 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Sponsor location | GOLDEN VALLEY, MN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Filing received | 2025-08-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Participants, beginning of year | 7,443 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Active participants | 4,636 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Participants, end of year | 6,954 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Participants with an account balance | 6,900 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Total assets, beginning of year | $822,391,664 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Total assets, end of year | $909,724,109 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Net assets, end of year | $909,724,109 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Total income | $208,416,090 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Net income | $87,336,336 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Employer contributions | $19,706,037 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Participant contributions | $38,291,569 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Other contributions (incl. rollovers) | $4,253,870 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Total contributions | $62,251,476 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Benefit payments | $120,522,052 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Total expenses (incl. benefit payments) | $121,079,754 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Total administrative expenses | $489,639 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Contract administrator fees | $1,200 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Recordkeeping fees | $479,498 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Administrative expenses excluding investment management | $489,639 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Held in common/collective trusts | $756,355,672 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Held in mutual funds | $90,570,746 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250826160622NAL0004540771001, received 2025-08-26 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250826160622NAL0004540771001, received 2025-08-26 |
Position = column in the DOL layout for form year 2024. Filing 20250826160622NAL0004540771001, received 2025-08-26.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $193,804 | no |
| FOLEY & LARDNER LLP | ATTORNEY/LEGAL | 29 Legal | $1,716 | no |
| DODGE & COX | FUND MANAGER | 60 Sub-transfer agency fees | $0 | yes |
| RELIANCE TRUST COMPANY | FUND MANAGER | 60 Sub-transfer agency fees | $0 | yes |
| VANGUARD | FUND MANAGER | 60 Sub-transfer agency fees | $0 | yes |
| BLACKROCK INSTITUTIONAL TRUST CO NA | FUND MANAGER | 28 Investment management | $0 | yes |
| FIDELITY INVESTMENTS INSTITUTIONAL | FUND MANAGER | 60 Sub-transfer agency fees | $0 | yes |
| FIDELITY MANAGEMENT TRUST CO | FUND MANAGER | 60 Sub-transfer agency fees | $0 | yes |
| LOOMIS SAYLES TRUST COMPANY, LLC | FUND MANAGER | 60 Sub-transfer agency fees | $0 | yes |
| STATE STREET BANK & TRUST CO | FUND MANAGER | 52 Investment management fees paid indirectly by plan | $0 | yes |
| OAKMARK | FUND MANAGER | 60 Sub-transfer agency fees | $0 | yes |
| VICTORY CAPITAL MANAGEMENT INC | FUND MANAGER | 60 Sub-transfer agency fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250826160622NAL0004540771001, received 2025-08-26.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $822,391,664 | $909,724,109 | 10.6% |
| Participants with a balance | 7,387 | 6,900 | -6.6% |
| Administrative expenses | $521,846 | $489,639 | -6.2% |
| Recordkeeping fees per participant | $70.44 | $69.49 | -1.3% |
| Employer contributions | $19,549,528 | $19,706,037 | 0.8% |
Prior filing 20240903133302NAL0010579603001, received 2024-09-03; the plan years are contiguous.
Sponsor name as filed: PENTAIR INC; SEC registrant: PENTAIR plc (CIK 77360, matched by 11-K plan title; display name from the Form 11-K cover).