Employers › Xylem › plan 001
Recordkeeping fees per participant · Xylem Retirement Savings Plan · plan year 2024
$81.04
Higher than 97% of the 790 plans over $1B that report it.
= $898,608 / 11,088
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014085009NAL0003455792001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085009NAL0003455792001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $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 2025-10-14.
Administrative expenses excluding investment management, per participant
$81.04
Higher than 85% of the 1,045 plans over $1B that report it.
= $898,608 / 11,088
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014085009NAL0003455792001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085009NAL0003455792001, received 2025-10-14
Administrative expenses per participant
$119.24
Higher than 79% of the 1,076 plans over $1B that report it.
= $1,322,171 / 11,088
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014085009NAL0003455792001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085009NAL0003455792001, received 2025-10-14
Administrative expenses as a share of assets
0.075%
Higher than 75% of the 1,076 plans over $1B that report it.
= $1,322,171 / $1,751,623,895
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014085009NAL0003455792001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014085009NAL0003455792001, received 2025-10-14
Employer contributions per participant
$5,408
Higher than 72% of the 1,135 plans over $1B that report it.
= $59,961,672 / 11,088
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014085009NAL0003455792001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085009NAL0003455792001, received 2025-10-14
Employer share of total contributions
39.1%
Higher than 71% of the 1,135 plans over $1B that report it.
= $59,961,672 / $153,470,892
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014085009NAL0003455792001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014085009NAL0003455792001, received 2025-10-14
98.2% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($119.24 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014085009NAL0003455792001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | XYLEM INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Plan name | XYLEM RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Sponsor EIN / plan number | 45-2080495 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Sponsor location | WHITE PLAINS, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Industry (business code) | 333200, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Participants, beginning of year | 10,438 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Active participants | 8,288 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Participants, end of year | 11,150 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Participants with an account balance | 11,088 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Total assets, beginning of year | $1,564,471,877 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Total assets, end of year | $1,751,623,895 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Net assets, end of year | $1,751,483,878 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Total income | $382,655,019 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Net income | $187,201,864 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Employer contributions | $59,961,672 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Participant contributions | $79,789,124 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $13,720,096 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Total contributions | $153,470,892 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Benefit payments | $194,018,872 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $195,453,155 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Total administrative expenses | $1,322,171 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Recordkeeping fees | $898,608 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Investment advisory and management fees | $423,563 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Administrative expenses excluding investment management | $898,608 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Held in master trusts | $1,719,918,195 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014085009NAL0003455792001, received 2025-10-14 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014085009NAL0003455792001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014085009NAL0003455792001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $423,563 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $382,555 | no |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $154,789 | no |
| CROWE LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $145,444 | no |
| JACKSON LEWIS P.C. | ATTORNEY/LEGAL | 29 Legal | $22,963 | no |
| ALIGHT SOLUTIONS LLC | CONSULTANT | 16 Consulting (general) | $12,634 | no |
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 20251014085009NAL0003455792001, received 2025-10-14.
XYLEM INC. RET. SAV. MASTER TRUST (EIN 453304527, PN 301): plan interest $1,719,918,195, 96.9% of the trust. The trust's own filing (20251014083035NAL0005069042001, received 2025-10-14) reports net assets $1,774,093,578, administrative expenses $0, recordkeeping fees $0, investment management fees $0 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,564,471,877 | $1,751,623,895 | 12.0% |
| Participants with a balance | 7,842 | 11,088 | 41.4% |
| Administrative expenses | $1,126,055 | $1,322,171 | 17.4% |
| Recordkeeping fees per participant | $102.19 | $81.04 | -20.7% |
| Employer contributions | $49,616,530 | $59,961,672 | 20.9% |
Prior filing 20241015083848NAL0014258579001, received 2024-10-15; the plan years are contiguous.