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Retirement plan

KEYSIGHT TECHNOLOGIES, INC. DEFERRED PROFIT-SHARING PLAN

KEYSIGHT TECHNOLOGIES, INC.EIN 46-4254555Plan #001PY 2022
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1400 FOUNTAINGROVE PARKWAY - SANTA ROSA, CA 95403800-829-4444keysight.comLinkedIn10001+ employeeselectrical/electronic manufacturing
Other plans on this EIN
2 filings
#003Retirement-$2.05B assets#002Retirement-$794.8M assets
Prospect flagsLow returnsHigh feesWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 829-4444
Plan administrator signer
HEATHER OSTROWSKI
Signed 08/10/2023
How to read this page

Summary metrics

Total assets (EOY)
$176.8M
-5.8% from 2017
Total participants
1,152
+102.4% from 2017
Average account balance
$153,449
-10.7% from 2017
Annual return
-19.21%
-11.40 pp from 2017

Benchmarks

See 2,389 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants250-999
Cohort2,389 peers
Snapshot2022
Participant deferral / active EE
$0
median $4,020
Employer contribution / active EE
$0
median $1,796
Participation rate
100.0%
median 90.5%
Avg account balance
$153,449
median $55,218
Admin fee / account holder
$423
median $131
Annual return
-19.21%
median -15.41%
Overall peer rank
49th 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 7 by compensation
ProviderService typeCompensation
MERCER, INC.1 year
Service code 16 · EIN 13-2834414
Consulting
$196,945
FMR LLC5 years
Service code 12 · EIN 04-3532603
Investment management; Claims process...
$97,979
GOLDMAN SACHS7+ years
Service code 28 · EIN 13-3575636
Investment Management
$71,792
DODGE & COX7+ years
Service code 28 · EIN 94-1441976
Investment Management
$37,612
THE BANK OF NEW YORK MELLON5 years
Service code 18 · EIN 13-5160382
Trustee (bank, trust company, or simi...
$36,105
MOSS ADAMS LLP7+ years
Service code 10 · EIN 91-0189318
Accounting
$31,030
BLACKROCK INSTITUTIONAL TRUST7+ years
Service code 28 · EIN 94-3112180
Investment Management
$11,455

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.

Open the filing PDF

Plan features & details

Pension benefit codes2D2E3H
Plan features
  • 2D
    Offset plan
    Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped
  • OpportunityHigh fees

    Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • 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
$487K
$891 / participant
  • Investment mgmt$456K93.6%
  • Other / not subdivided$31K6.4%
% of EOY assets
0.276%
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
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified