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Retirement plan

DELL INC. PROFIT SHARING PLAN

DELL INC.EIN 74-2487834Plan #003PY 2024
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ONE DELL WAY RR1-33 - ROUND ROCK, TX 78682512-338-4400
Other plans on this EIN
1 filing
#001Retirement-$14.67B assets
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
WADE A. RAMSEY
Signed 12/20/2024
(512) 338-4400
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Summary metrics

Total assets (EOY)
$0
-13.7% from 2016
Total participants
0
0.0% from 2016
Average account balance
$0
-5.1% from 2016
Annual return
7.57%
-12.51 pp from 2016

Benchmarks

See 22,272 peers
Peer group
Industry44 - Retail Trade
Plan typeDefined contribution
Participants<25
Cohort22,272 peers
Snapshot2024
Participant deferral / active EE
$0
median $3,226
Employer contribution / active EE
$0
median $1,473
Participation rate
0.0%
median 83.3%
Avg account balance
$0
median $50,801
Admin fee / account holder
$0
median $539
Annual return
7.57%
median 12.19%
Overall peer rank
19th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$118K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
5
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
500.0%
Contributions (total)
Employer and participant dollars contributed each year
$28K
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+7.57%
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
Not enough data
0 years with F_SCH_H allocation on file

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Top hat statement on fileNQDC

Filed April 21, 2017 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
One Dell Way
Round Rock State: TX Zip Code: 78664
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Dell Deferred Compensation Plan77 emp
Open the filing PDF

Plan features & details

Pension benefit codes2J3C2E
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

3 tripped
  • 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.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$634K
  • Other / not subdivided$634K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-