Employer · plans filed under one EIN
Xylem Inc.
White Plains, NY · Manufacturing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
6 retirement plans with 100 or more participants file Form 5500 under Xylem Inc.'s employer identification number (White Plains, New York). Their latest filings total 14,528 participant records and $1.89B in net assets.
The largest is Xylem Retirement Savings Plan, an ESOP with a 401(k) feature with 11,150 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $66.4M and participant contributions $82.9M in the latest plan years; benefits paid were $209M. Schedule C compensation reported to service provider organisations totalled $2.3M.
Combined net assets moved from $184M in 2011 to $1.89B in 2024 (up 927%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Xylem Retirement Savings Plan | ESOP with a 401(k) feature | 2024 | 11,150 | $1.75B | $157,084 | $7,235 | $1.1M |
| Xylem Pension Plan for U.S. Hourly Employees | defined benefit pension plan | 2024 | 1,716 | $84.2M | $49,067 | $15,625 | $995K |
| Sensus USA Inc. Union 401(k) Plan | 401(k) plan | 2024 | 951 | $8.3M | $8,744 | $657 | $67K |
| Xylem Bell & Gossett Savings Plan for Hourly Employees | 401(k) plan | 2024 | 337 | $21.6M | $64,185 | $1,309 | $49K |
| Xylem Goulds Pumps Retirement Savings and Investment Plan | 401(k) plan | 2024 | 207 | $16.5M | $79,684 | $1,394 | $34K |
| Xylem Standard Xchange Savings Plan for Hourly Employees | 401(k) plan | 2024 | 167 | $9.4M | $56,230 | $1,206 | $26K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 6 | 14,528 | $1.89B | $66.4M | $82.9M |
| 2023 | 6 | 13,795 | $1.70B | $55.8M | $52.0M |
| 2022 | 6 | 9,628 | $975M | $34.2M | $47.6M |
| 2021 | 6 | 9,404 | $1.18B | $31.7M | $44.0M |
| 2020 | 6 | 8,944 | $1.05B | $31.5M | $42.5M |
| 2019 | 6 | 9,046 | $915M | $30.6M | $41.0M |
| 2018 | 6 | 9,061 | $754M | $40.9M | $26.5M |
| 2017 | 5 | 6,580 | $608M | $27.1M | $23.0M |
| 2016 | 5 | 5,208 | $439M | $14.9M | $19.2M |
| 2015 | 4 | 3,881 | $354M | $15.1M | $18.4M |
| 2014 | 4 | 3,657 | $340M | $13.1M | $16.1M |
| 2013 | 4 | 3,234 | $288M | $13.3M | $16.1M |
| 2012 | 4 | 3,196 | $226M | $12.6M | $14.8M |
| 2011 | 4 | 2,896 | $184M | $3.3M | $4.5M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | 3 | $446,090 |
| Fidelity Investments Institutional | Participant loan processing | 5 | $445,977 |
| Fidelity Management Trust Company | Recordkeeping and information management | 1 | $348,992 |
| Crowe LLP | Accounting (including auditing) | 6 | $305,133 |
| Nisa Investment Advisors | Investment advisory (plan) | 1 | $288,419 |
| Capfinancial Partners, LLC | Investment advisory (plan) | 2 | $267,289 |
| Aon Consulting (NJ) | Investment advisory (plan) | 1 | $161,553 |
| Jackson Lewis P.C. | Legal | 2 | $32,605 |
| Alight Solutions LLC | Consulting (general) | 1 | $12,634 |
| Principal Life Insurance Company | Contract Administrator | 1 | $4,750 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Xylem Inc. have?
6 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Xylem Retirement Savings Plan, Xylem Pension Plan for U.S. Hourly Employees, Sensus USA Inc. Union 401(k) Plan and Xylem Bell & Gossett Savings Plan for Hourly Employees and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Xylem Inc. contribute to its plans?
$66,357,474 in employer contributions across these plans in their latest plan years, about $6,541 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Strategic Advisors, Inc., Fidelity Investments Institutional, Fidelity Management Trust Company and Crowe LLP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.