PlanOptica
Retirement plan

AGILENT TECHNOLOGIES, INC. DEFERRED PROFIT-SHARING PLAN

AGILENT TECHNOLOGIES, INC.EIN 77-0518772Plan #001PY 2024
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5301 STEVENS CREEK BLVD - SANTA CLARA, CA 95051408-553-7637agilent.comLinkedIn10001+ employeesbiotechnology
Other plans on this EIN
3 filings
#003Retirement-$2.41B assets#002Retirement-$500.8M assets#010Retirement-$918K assets
Prospect flagsHigh feesWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(408) 553-7637
Plan administrator signer
JEANINE KAJI
Signed 08/12/2025
How to read this page

Summary metrics

Total assets (EOY)
$74.1M
+1.1% from 2017
Total participants
559
+5.6% from 2017
Average account balance
$132,533
-4.2% from 2017
Annual return
11.98%
-6.71 pp from 2017

Benchmarks

See 4,099 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants100-249
Cohort4,099 peers
Snapshot2024
Participant deferral / active EE
$0
median $3,847
Employer contribution / active EE
$0
median $1,671
Participation rate
100.0%
median 83.4%
Avg account balance
$132,533
median $63,722
Admin fee / account holder
$455
median $295
Annual return
11.98%
median 13.63%
Overall peer rank
61st percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$74.09M
Average account balance
Total assets / participants with a balance (line 6g)
$133K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
559
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
+11.98%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$455
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 8 by compensation
ProviderService typeCompensation
FMR LLC7 years
Service code 28 · EIN 04-3532603
Investment Management
$93,788
MOSS ADAMS LLP9+ years
Service code 10 · EIN 91-0189318
Accounting
$55,060
GOLDMAN SACHS ASSET MGMT8 years
Service code 28 · EIN 13-3575636
Investment Management
$28,322
BANK OF NEW YORK MELLON9+ years
Service code 18 · EIN 13-5160382
Direct payment from the plan; Custodi...
$27,962
CALLAN ASSOCIATES9+ years
Service code 16 · EIN 94-2192581
Consulting
$15,728
AON CONSULTING INC.6 years
Service code 16 · EIN 22-2232264
Consulting
$12,806
STATE STREET BANK AND TRUST3 years
Service code 28 · EIN 04-1867445
Investment Management
$10,000
BLACKROCK INST TRUST CO.9+ years
Service code 28 · EIN 94-3112180
Investment Management
$6,263

Top hat statement on fileNQDC

Filed January 18, 2006 (most recent of 2 filings on file)

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 codes2E3H
Plan features
  • 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

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
$254K
$1252 / participant
  • Investment mgmt$137K54.0%
  • Legal$4320.2%
  • Contract admin$33K12.9%
  • Other / not subdivided$84K32.9%
% of EOY assets
0.343%
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
Auditor EIN
301413443
Audit fees
$55,060
Opinion code
Unqualified