Xylem Retirement Savings Plan — Form 5500 plan (Xylem Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Xylem Retirement Savings Plan is a benefit plan reported by Xylem Inc. under EIN 45-2080495 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,328 participants and $1,564,471,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xylem Inc.
- EIN
- 45-2080495
- Plan number
- 001
- Plan type
- 2
- Location
- Rye Brook, NY
- Latest filing year
- 2023
- Participants
- 6,328
- End-of-year plan assets
- $1,564,471,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,328 | H, C | 20241015083848NAL0014258579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,564,471,877
- Total liabilities (EOY)
- $189,863
- Net assets (EOY)
- $1,564,282,014
- Net assets (BOY)
- $847,426,617
Income & contributions
- Employer contributions
- $49,616,530
- Participant contributions
- $49,123,098
- Total contributions
- $109,310,646
- Total income / additions
- $258,942,962
Expenses & distributions
- Benefits paid
- $89,550,149
- Administrative expenses
- $1,126,055
- Total expenses
- $90,843,111
- Net increase / (decrease)
- $168,099,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $324,697 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $308,748 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $44,789 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $42,720 | not reported in the loaded dataset | 2023 |
| Jackson Lewis P.C. | ATTORNEY/LEGAL | $14,384 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xylem Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rye Brook, NY
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Jackson Lewis P.C. — Schedule C compensation