PlanOptica
Retirement plan

KEYSIGHT TECHNOLOGIES, INC. RETIREMENT PLAN

KEYSIGHT TECHNOLOGIES, INC.EIN 46-4254555Plan #002PY 2024
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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-$2.62B assets#001Retirement-$161.3M assets
Prospect flagsWind-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 07/14/2025
How to read this page

Summary metrics

Total assets (EOY)
$893M
-19.9% from 2017
Total participants
4,844
+2.5% from 2017
Average account balance
$0
No prior year
Annual return
24.20%
-14.04 pp from 2017

Benchmarks

See 81 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort81 peers
Snapshot2024
Participant deferral / active EE
$0
median $48
Employer contribution / active EE
$0
median $5,087
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
24.20%
median 4.71%
Overall peer rank
95th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$893.03M
Average account balance
Total assets / participants with a balance (line 6g)
$184K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
3,068
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$100.00M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$40K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+24.20%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 4 by compensation
ProviderService typeCompensation
MERCER, INC3 years
Service code 16 · EIN 13-2834414
Consulting
$1,139,757
FMR LLC7 years
Service code 12 · EIN 04-3532603
Investment management; Direct payment...
$420,838
WILLIS TOWERS WATSON US LLC3 years
Service code 10 · EIN 53-0181291
Accounting
$209,500
MOSS ADAMS LLP9+ years
Service code 10 · EIN 91-0189318
Accounting
$137,725

Enrolled actuary

1 attachment
SB

STEVEN T. JAMES

WILLIS TOWERS WATSON US LLC
Enrollment #2306406
3340 PLAYERS CLUB PARKWAY, STE 200
MEMPHIS, TN 38125
(901) 930-0000
Signed 2025-06-20

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 codes1A1D1E3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1D
    Floor-offset plan
    Defined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 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

1 tripped
  • 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
$2.4M
$1348 / participant
  • Investment mgmt$461K19.3%
  • Actuarial$210K8.8%
  • Contract admin$421K17.6%
  • Other / not subdivided$1M54.4%
% of EOY assets
0.268%
all-in expense ratio
Categories reported
3 / 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, LLP
Auditor EIN
301413443
Audit fees
$137,725
Opinion code
Unqualified