Plan Ledger DOL Form 5500 · updated monthly

Xylem Inc.401(k) + ESOP (KSOP)

XYLEM RETIREMENT SAVINGS PLAN · RYE BROOK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Xylem Inc. reported $1,322,171 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $7,235 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.13% to 0.08%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 75th-largest of 5,648 plans among New York employers on file, and the 195th of 13,661 in manufacturing. In 2024, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 4,636 to 8,288 since 2022.

Plan summary
Net assets, end of year$1,751,483,878
Participants with balances11,088
Active participants8,288
Employer contributions$59,961,672
Employee contributions$79,789,124
Employer contribution per active participant$7,235
Average account balance$157,962
Benefits paid to participants$194,018,872
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.8B · 11,088 accts · $60.0M emplr
2023$1.6B · 7,842 accts · $49.6M emplr
2022$847.4M · 6,317 accts · $33.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$898,608
Investment management$423,563
Total administrative$1,322,171
The Xylem Inc. 401(k) match · 2024
Employer contribution per active participant$7,235
Median for plans this size$5,259
2024$7,235 per active participant
2023$5,958 per active participant
2022$7,131 per active participant

Xylem Inc.'s 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$423,563
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$382,555
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$154,789
CROWE LLP · Accounting / audit$145,444
JACKSON LEWIS P.C. · Legal$22,963
ALIGHT SOLUTIONS LLC · Consulting$12,634

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$1,322,171 · 0.08%
2023$1,126,055 · 0.09%
2022$1,251,157 · 0.13%
All plans at this employer5
XYLEM RETIREMENT SAVINGS PLAN401(k) + ESOP (KSOP)
SENSUS USA INC. UNION 401(K) PLAN401(k)
XYLEM BELL & GOSSETT SAVINGS PLAN FOR HOURLY EMPLOYEES401(k)
XYLEM GOULDS PUMPS RETIREMENT SAVINGS AND INVESTMENT PLAN401(k)
XYLEM STANDARD XCHANGE SAVINGS PLAN FOR HOURLY EMPLOYEES401(k)
Same employer
Similar plansManufacturing · New York
Estee Lauder, Inc. NY$3.2B · 0.06%
Eastman Kodak Company NY$2.4B · 0.04%
Moog, Inc. NY$1.9B · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452080495 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.