Retirement plan
KEYSIGHT TECHNOLOGIES, INC. DEFERRED PROFIT-SHARING PLAN
KEYSIGHT TECHNOLOGIES, INC.EIN 46-4254555Plan #001PY 2024
1400 FOUNTAINGROVE PARKWAY - SANTA ROSA, CA 95403800-829-4444keysight.comLinkedIn10001+ employeeselectrical/electronic manufacturing
Other plans on this EIN
2 filingsProspect flagsHigh feesWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
HEATHER OSTROWSKI
Signed 07/14/2025
Summary metrics
Total assets (EOY)
$161.3M
-5.8% from 2017
Total participants
903
+102.4% from 2017
Average account balance
$178,621
-10.7% from 2017
Annual return
17.02%
-11.40 pp from 2017
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants250-999
Cohort2,379 peers
Snapshot2024
0
Participant deferral / active EE
$0
median $4,447
0
Employer contribution / active EE
$0
median $2,015
97
Participation rate
100.0%
median 90.3%
93
Avg account balance
$178,621
median $69,495
10
Admin fee / account holder
$335
median $156
75
Annual return
17.02%
median 14.17%
Overall peer rank
69of 100
69th percentileavg across 6 metrics
Analytics
2016 - 2024
Total assets (EOY)
Plan-year ending balance
$161.29M
Average account balance
Total assets / participants with a balance (line 6g)
$179K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
903
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+17.02%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$335
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
MERCER, INC.3 years Service code 16 · EIN 13-2834414 | Consulting | $223,152 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $75,975 |
Top hat statement on fileNQDC
Filed November 8, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2D2E3H
Plan features
- 2DOffset planPlan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
- 2EProfit-sharingProfit-sharing plan.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
2 tripped
- OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$303K
$825 / participant
- Investment mgmt$227K74.9%
- Other / not subdivided$76K25.1%
% of EOY assets
0.188%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- BAKER TILLY US
- Auditor EIN
- 301413443
- Audit fees
- $75,975
- Opinion code
- Unqualified