Xylem 401(k) and pension plans

Xylem Inc., White Plains, NY. EIN 45-2080495. Annual reports 2009–2024. Also filed as Rule Industries, Inc.; Xylem Inc. C/O Rule Industries, Inc; ITT Corporation; Goulds Pumps, Inc.

Xylem Inc. has 6 active retirement plans on file. The largest is the Xylem Retirement Savings Plan, with 11,150 participants and $1.8 billion in assets in 2024. Fidelity has been its recordkeeper since 2016.

Active plans
6
Participants
14,528
Plan assets
$1.9 billion
401(k) recordkeeper
Fidelity
Plans on file
14
Industry
Manufacturing

All 14 plans

Active plans first

Xylem Retirement Savings Plan

401(k) with ESOPActive

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

Plan number
001Employer EIN 45-2080495
Participants (2024)
11,150
Net assets (2024)
$1.8 billion
Recordkeeper
FidelityEarlier: Empower (2014–2015), J.P. Morgan (2011–2013)
Plan administrator
Xylem North America Pension Fund Trust and Investment Committee
10 Bank Street, Suite 1202
White Plains, NY 10606
(914) 323-5700As filed for 2024
In effect since
October 31, 2011

Plans merged into this one: Sensus USA Inc. 401(k) Plan (2018).

Earlier plan names: Xylem Retirement Savings Plan for Salaried Employees.

Year by year, 2011 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202411,150$1.8 billionFidelity
202310,438$1.6 billionFidelity
20226,328$847 millionFidelity
20216,193$1.0 billionFidelity
20205,868$881 millionFidelity
20196,017$760 millionFidelity
20185,969$613 millionFidelity
20173,900$480 millionFidelity
20162,852$400 millionFidelity
20152,918$313 millionEmpower
20142,691$299 millionEmpower
20132,237$249 millionJ.P. Morgan
20122,075$192 millionJ.P. Morgan
20111,929$153 millionJ.P. Morgan

Xylem Pension Plan for U.S. Hourly Employees

Pension (defined benefit), frozenActive

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

Plan number
053Employer EIN 45-2080495
Participants (2024)
1,716
Net assets (2024)
$84.2 million
Administered by
FidelityEarlier: Principal (2017–2022)
Plan administrator
Xylem Pension Fund Trust and Investment Committee (North America)
10 Bank Street, Suite 1202
White Plains, NY 10606
(914) 323-5700As filed for 2024
In effect since
January 1, 1951

Plans merged into this one: Xylem Pension Plan for Hourly Employees, Texas Turbine Operations, Lubbock, TX (2016); Xylem Standard Hourly Bargaining Unit Pension Plan (2016); Xylem Bell & Gossett Pension Plan for Hourly Employees (2016); Xylem Pension Plan for Bargaining Unit Employees-Auburn (2016).

Earlier sponsors: ITT Corporation C/O F.B. Leopold Company, Inc. (2009–2010); Xylem Inc. C/O Xylem Water Solutions Zelienople LLC (2011); Xylem Water Solutions Zelienople LLC (2012–2013).

Earlier plan names: Retirement Plan for Leopold Co., Inc. for Hourly Paid Employees; Retirement Plan for Leopold Co., Inc. for Hourly Paid Employee; Retirement Plan of Xylem Water Solutions Zelienople for Hourly Paid Employees.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,716$84.2 millionFidelity
20231,744$84.6 millionFidelity
20221,768$79.5 millionPrincipal
20211,794$108 millionPrincipal
20201,828$113 millionPrincipal
20191,851$104 millionPrincipal
20181,953$96.5 millionPrincipal
20172,006$85.1 millionPrincipal
20161,661$70.9 millionnot listed
201571$2.5 millionnot listed
201472$2.8 millionnot listed
201373$2.8 millionnot listed
201274$2.5 millionnot listed
201175$2.3 millionnot listed
201075$2.4 millionnot listed
200975$2.1 millionnot listed

Sensus USA Inc. Union 401(k) Plan

401(k)Active

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

Plan number
008Employer EIN 45-2080495
Participants (2024)
951
Net assets (2024)
$8.3 million
Recordkeeper
FidelityEarlier: Principal (2009–2017)
Plan administrator
Xylem North America Pension Fund Trust and Investment Committee
10 Bank Street, Suite 1202
White Plains, NY 10606
(914) 323-5700As filed for 2024
In effect since
January 1, 2004

Earlier sponsor: Sensus USA Inc. (2009–2017).

Earlier plan names: Sensus USA Inc. 401(k) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024951$8.3 millionFidelity
2023868$7.2 millionFidelity
2022760$5.6 millionFidelity
2021644$6.6 millionFidelity
2020587$5.6 millionFidelity
2019494$5.5 millionFidelity
2018423$4.3 millionFidelity
20171,843$149 millionPrincipal
20161,761$124 millionPrincipal
20151,667$105 millionPrincipal
20141,514$99.4 millionPrincipal
20131,597$96.9 millionPrincipal
20121,412$78.6 millionPrincipal
20111,450$67.7 millionPrincipal
20101,480$66.5 millionPrincipal
20091,525$54.8 millionPrincipal

Xylem Bell & Gossett Savings Plan for Hourly Employees

401(k)Active

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

Plan number
203Employer EIN 45-2080495
Participants (2024)
337
Net assets (2024)
$21.6 million
Recordkeeper
FidelityEarlier: Empower (2015)
Plan administrator
Xylem North America Pension Fund Trust and Investment Committee
10 Bank Street, Suite 1202
White Plains, NY 10606
(914) 323-5700As filed for 2024
In effect since
August 1, 1990

Plans merged into this one: Flow Control Savings Plan (2013); Xylem Hydro Air Savings Plan for Hourly Employees (2013); Xylem Flojet Savings Plan for Hourly Employees (2013).

Earlier sponsor: ITT Corporation (2009–2010).

Earlier plan names: ITT Bell & Gossett Savings Plan for Hourly Employees.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024337$21.6 millionFidelity
2023378$20.0 millionFidelity
2022368$18.3 millionFidelity
2021352$21.9 millionFidelity
2020303$21.0 millionFidelity
2019313$19.3 millionFidelity
2018329$18.4 millionFidelity
2017324$20.2 millionFidelity
2016342$18.8 millionnot listed
2015610$19.3 millionEmpower
2014579$20.0 millionnot listed
2013592$19.0 millionnot listed
2012712$17.2 millionnot listed
2011566$16.2 millionnot listed
2010423$17.2 millionnot listed
2009401$16.7 millionnot listed

Xylem Goulds Pumps Retirement Savings and Investment Plan

401(k)Active

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

Plan number
209Employer EIN 45-2080495
Participants (2024)
207
Net assets (2024)
$16.5 million
Recordkeeper
FidelityEarlier: Empower (2015)
Plan administrator
Xylem North America Pension Fund Trust and Investment Committee
10 Bank Street, Suite 1202
White Plains, NY 10606
(914) 323-5700As filed for 2024
In effect since
October 31, 2011
Year by year, 2011 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024207$16.5 millionFidelity
2023209$15.9 millionFidelity
2022236$14.9 millionFidelity
2021246$18.8 millionFidelity
2020195$17.6 millionFidelity
2019202$17.6 millionFidelity
2018205$14.7 millionFidelity
2017183$15.9 millionFidelity
2016189$13.9 millionnot listed
2015230$15.5 millionEmpower
2014225$15.3 millionnot listed
2013236$15.2 millionnot listed
2012227$12.4 millionnot listed
2011216$10.7 millionnot listed

Xylem Standard Xchange Savings Plan for Hourly Employees

401(k)Active

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

Plan number
226Employer EIN 45-2080495
Participants (2024)
167
Net assets (2024)
$9.4 million
Recordkeeper
FidelityEarlier: Empower (2015)
Plan administrator
Xylem North America Pension Fund Trust and Investment Committee
10 Bank Street, Suite 1202
White Plains, NY 10606
(914) 323-5700As filed for 2024
In effect since
April 1, 1997

Earlier sponsor: ITT Corporation (2009–2010).

Earlier plan names: ITT Heat Transfer Savings Plan for Hourly Employees.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024167$9.4 millionFidelity
2023158$9.7 millionFidelity
2022168$9.3 millionFidelity
2021175$10.5 millionFidelity
2020163$9.6 millionFidelity
2019169$8.3 millionFidelity
2018182$7.2 millionnot listed
2017167$7.3 millionnot listed
2016164$6.5 millionnot listed
2015123$6.1 millionEmpower
2014162$6.2 millionnot listed
2013169$5.7 millionnot listed
2012182$4.9 millionnot listed
2011185$4.2 millionnot listed
2010150$4.1 millionnot listed
2009142$3.6 millionnot listed

Sensus USA Inc. 401(k) Plan

401(k)Merged

Merged. In 2018 its assets moved to the Xylem Retirement Savings Plan, sponsored by Xylem Inc. (EIN 45-2080495, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
007Employer EIN 45-2080495
Recordkeeper
Fidelity2018
Plan administrator
Benefits Administration Committee for Xylem Inc.
1 International Drive
Rye Brook, NY 10573
(914) 323-5700As filed for 2018
In effect since
January 1, 2018

Xylem Pension Plan for Hourly Employees, Texas Turbine Operations, Lubbock, TX

Pension (defined benefit)Merged

Merged. In 2016 its assets moved to the Xylem Pension Plan for U.S. Hourly Employees, sponsored by Xylem Inc. (EIN 45-2080495, plan 053). Accounts moved with them, so that plan is the one to contact.

Plan number
005Employer EIN 45-2080495
Participants (2015)
261
Net assets (2015)
$6.2 million
Plan administrator
Administration Committee for Xylem Texas Turbine Retirement Plan
1 International Drive
Rye Brook, NY 10573
(914) 323-5700As filed for 2016
In effect since
October 15, 1967

Earlier sponsor: Goulds Pumps, Inc. (2009–2010).

Earlier plan names: ITT Pension Plan for Hourly Employees at Water Technologies Group - America, Turbine Division, Lubbock, TX; ITT Pension Plan for Hourly Employees at Water Technologies Group - America, Turbine Division, Lubbock, TC.

Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
2015261$6.2 millionnot listed
2014260$6.7 millionnot listed
2013260$6.6 millionnot listed
2012263$5.8 millionnot listed
2011267$5.2 millionnot listed
2010267$5.3 millionnot listed
2009267$4.4 millionnot listed

Xylem Standard Hourly Bargaining Unit Pension Plan

Pension (defined benefit)Merged

Merged. In 2016 its assets moved to the Xylem Pension Plan for U.S. Hourly Employees, sponsored by Xylem Inc. (EIN 45-2080495, plan 053). Accounts moved with them, so that plan is the one to contact.

Plan number
177Employer EIN 45-2080495
Participants (2015)
382
Net assets (2015)
$17.4 million
Plan administrator
Administration Committee for Xylem Standard Retirement Plans
1 International Drive
Rye Brook, NY 10573
(914) 323-5700As filed for 2016
In effect since
June 6, 1986

Earlier sponsors: ITT Corporation (2009); ITT Industries Inc. (2010).

Earlier plan names: ITT Standard Hourly Bargaining Unit Pension Plan.

Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
2015382$17.4 millionnot listed
2014368$18.2 millionnot listed
2013361$17.6 millionnot listed
2012373$15.4 millionnot listed
2011360$13.9 millionnot listed
2010344$13.7 millionnot listed
2009345$12.2 millionnot listed

Xylem Bell & Gossett Pension Plan for Hourly Employees

Pension (defined benefit)Merged

Merged. In 2016 its assets moved to the Xylem Pension Plan for U.S. Hourly Employees, sponsored by Xylem Inc. (EIN 45-2080495, plan 053). Accounts moved with them, so that plan is the one to contact.

Plan number
028Employer EIN 45-2080495
Participants (2015)
765
Net assets (2015)
$29.6 million
Plan administrator
Administration Committee for Xylem Bell & Gossett Retirement Plans
1 International Drive
Rye Brook, NY 10573
(914) 323-5700As filed for 2016
In effect since
January 1, 1965

Earlier plan names: ITT Bell & Gossett Hydronics Pension Plan for Hourly Employees.

Year by year, 2011 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
2015765$29.6 millionnot listed
2014771$31.2 millionnot listed
2013799$30.2 millionnot listed
2012807$27.0 millionnot listed
2011798$25.2 millionnot listed

Xylem Pension Plan for Bargaining Unit Employees-Auburn

Pension (defined benefit)Merged

Merged. In 2016 its assets moved to the Xylem Pension Plan for U.S. Hourly Employees, sponsored by Xylem Inc. (EIN 45-2080495, plan 053). Accounts moved with them, so that plan is the one to contact.

Plan number
003Employer EIN 45-2080495
Participants (2015)
187
Net assets (2015)
$2.8 million
Plan administrator
Administration Committee for Xylem Goulds Auburn Retirement Plans
1 International Drive
Rye Brook, NY 10573
(914) 323-5700As filed for 2016
In effect since
January 1, 2012
Year by year, 2012 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
2015187$2.8 millionnot listed
2014191$2.3 millionnot listed
2013189$1.9 millionnot listed
2012177$1.1 millionnot listed

Flow Control Savings Plan

401(k)Merged

Merged. In 2013 its assets moved to the Xylem Bell & Gossett Savings Plan for Hourly Employees, sponsored by Xylem Inc. (EIN 45-2080495, plan 203). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 45-2080495
Participants (2012)
29
Net assets (2012)
$471,396
Plan administrator
Flow Control LLC
One Goulds Drive
Auburn, NY 13021
(315) 258-4830As filed for 2013
In effect since
June 26, 1998

Earlier sponsors: Rule Industries, Inc. (2009–2010); Xylem Inc. C/O Rule Industries, Inc (2011).

Earlier plan names: ITT Rule Savings Plan for Hourly Employees.

Year by year, 2009 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0not listed
201229$471,396not listed
201124$551,392not listed
2010121$695,267not listed
2009147$2.3 millionnot listed

Xylem Hydro Air Savings Plan for Hourly Employees

401(k)Merged

Merged. In 2013 its assets moved to the Xylem Bell & Gossett Savings Plan for Hourly Employees, sponsored by Xylem Inc. (EIN 45-2080495, plan 203). Accounts moved with them, so that plan is the one to contact.

Plan number
231Employer EIN 45-2080495
Participants (2012)
10
Net assets (2012)
$16,324
Plan administrator
Fluid Handling, LLC
One Goulds Drive
Auburn, NY 13021
(315) 258-4830As filed for 2013
In effect since
July 1, 1999

Earlier sponsor: ITT Corporation (2009–2010).

Earlier plan names: ITT Hydro Air Savings Plan for Hourly Employees.

Year by year, 2009 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0not listed
201210$16,324not listed
20118$14,420not listed
201014$16,961not listed
200911$15,930not listed

Xylem Flojet Savings Plan for Hourly Employees

401(k)Merged

Merged. In 2013 its assets moved to the Xylem Bell & Gossett Savings Plan for Hourly Employees, sponsored by Xylem Inc. (EIN 45-2080495, plan 203). Accounts moved with them, so that plan is the one to contact.

Plan number
241Employer EIN 45-2080495
Participants (2012)
1
Net assets (2012)
$8,691
Plan administrator
Fluid Handling, LLC
One Goulds Drive
Auburn, NY 13021
(315) 258-4830As filed for 2013
In effect since
December 1, 1987

Earlier sponsor: ITT Corporation (2009–2010).

Earlier plan names: Flojet Corp. 401(k) Savings Plan.

Year by year, 2009 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0not listed
20121$8,691not listed
20111$11,913not listed
20101$11,738not listed
20098$11,122not listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Xylem Retirement Savings Plan. 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.
  2. Or call the plan administrator listed on the plan below ((914) 323-5700). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. 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

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

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