Pentair 401(k) and pension plans

Pentair Inc, Golden Valley, MN. EIN 41-0907434. Annual reports 2009–2024. Also filed as Pentair, Inc.

Pentair Inc has one active retirement plan on file, the Pentair Inc Retirement Savings and Stock, with 6,954 participants and $910 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 1
Participants: 6,954
Plan assets: $910 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Holding companies

All 2 plans

Active plans first

Pentair Inc Retirement Savings and Stock

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 41-0907434
Participants (2024): 6,954
Net assets (2024): $910 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Pentair Inc
5500 Wayzata Boulevard, Suite 900
Golden Valley, MN 55416
(763) 545-1730As filed for 2024
In effect since: January 1, 1984

Earlier plan names: Pentair, Inc. Retirement Savings and Stock Incentive Plan; Pentair, Inc. Retirement Savings and Stock.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,954	$910 million	Fidelity
2023	7,443	$822 million	Fidelity
2022	8,176	$694 million	Fidelity
2021	8,478	$858 million	Fidelity
2020	7,174	$758 million	Fidelity
2019	6,833	$667 million	Fidelity
2018	6,685	$973 million	Fidelity
2017	11,458	$1.2 billion	Fidelity
2016	11,622	$1.1 billion	Fidelity
2015	11,834	$947 million	Fidelity
2014	11,260	$1.0 billion	Fidelity
2013	11,712	$1.0 billion	Fidelity
2012	8,384	$558 million	Fidelity
2011	8,412	$473 million	Fidelity
2010	8,348	$486 million	Fidelity
2009	8,480	$444 million	Fidelity

Pentair, Inc. Pension Plan

Cash balance pensionStopped filing

No annual report since the 2020 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 011Employer EIN 41-0907434
Participants (2018): 1,134
Net assets (2018): $154 million
Plan administrator: Pentair, Inc.
5500 Wayzata Boulevard, Suite 900
Golden Valley, MN 55416
(763) 545-1730As filed for 2020
In effect since: January 1, 1977

Plans merged into this one: Sta-Rite Industries Employees' Retirement Pla (2013).

Year by year, 2009 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$425,407	not listed
2019	0	$606,655	not listed
2018	1,134	$154 million	not listed
2017	2,577	$355 million	not listed
2016	2,682	$327 million	not listed
2015	2,736	$311 million	not listed
2014	2,754	$326 million	not listed
2013	2,813	$269 million	not listed
2012	2,408	$239 million	not listed
2011	6,083	$321 million	not listed
2010	6,250	$292 million	not listed
2009	6,415	$243 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Pentair Inc Retirement Savings and Stock. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((763) 545-1730). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Pentair Inc Retirement Savings and Stock

Pentair, Inc. Pension Plan

If you had money in one of these plans

What these numbers are

Other holding companies employers in MN