Pentair 401(k) match, vesting and fees
What Pentair's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Deloitte & Touche LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 35 defined-contribution plans in management of companies and enterprises with 5,000 to 9,999 participants.
| Pentair: employer contribution per participant | $2,856 | |
| Peer median | $2,915 |
| Pentair: average balance | $131,844 | |
| Peer median | $131,844 |
| Pentair: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $822M at the end of plan year 2023 to $910M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,954 | $910M | $19.7M | $2,856 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 7,443 | $822M | $19.5M | $2,646 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Pentair match 401(k) contributions?
The match terms for the Pentair Inc Retirement Savings and Stock have not been published from its filing yet. The plan year 2024 filing reports $19.7M in employer contributions, about $2,856 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pentair 401(k) match vested?
The vesting schedule for the Pentair Inc Retirement Savings and Stock is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pentair 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Pentair Inc.
I left Pentair. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentair Inc, (763) 545-1730) or the recordkeeper, Fidelity Investments Institutional. The Pentair old 401(k) page lists the contacts from every plan filing. Find an old Pentair 401(k)
Data from the public Form 5500 annual reports Pentair filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pentair. Not financial advice. Report a correction · Methodology