PlanOptica
Retirement plan

AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN

AGILENT TECHNOLOGIES, INC.EIN 77-0518772Plan #002PY 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#001Retirement-$74.1M assets#010Retirement-$918K assets
Prospect flagsWind-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)
$500.8M
-11.1% from 2017
Total participants
4,378
+2.5% from 2017
Average account balance
$0
No prior year
Annual return
23.96%
-14.53 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
23.96%
median 4.71%
Overall peer rank
94th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$500.76M
Average account balance
Total assets / participants with a balance (line 6g)
$114K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,662
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
$1.38M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$470
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
+23.96%
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 10 by compensation
ProviderService typeCompensation
FMR LLC2 years
Service code 28 · EIN 04-3532603
Investment Management
$645,092
BANK OF NEW YORK MELLON9+ years
Service code 18 · EIN 13-5160382
Investment management; Custodial (oth...
$175,763
MOSS ADAMS LLP9+ years
Service code 10 · EIN 91-0189318
Accounting
$173,630
TOWERS WATSON PENNSYLVANIA6 years
Service code 16 · EIN 23-1159360
Consulting
$165,222
GOLDMAN SACHS ASSET MGMT9+ years
Service code 28 · EIN 13-3575636
Investment Management
$139,743
BLACKROCK INST TRUST CO.9+ years
Service code 28 · EIN 94-3112180
Investment Management
$97,679
CALLAN ASSOCIATES, INC.9+ years
Service code 16 · EIN 94-2192581
Consulting
$91,536
MELLON INVESTMENTS3 years
Service code 28 · EIN 25-1442864
Investment Management
$24,311
AON CONSULTING INC.6 years
Service code 16 · EIN 22-2232264
Consulting
$12,194
TRUCKER HUSS, APC2 years
Service code 29 · EIN 94-3216063
Legal
$7,539

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 2025-07-28

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 codes1A1D1E1F1I3H
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.
  • 1F
    Section 414(k) arrangement
    Benefits are based partly on the balance of the separate account of the participant. Must also include appropriate defined contribution pension feature codes.
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 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
$2.0M
$1187 / participant
  • Investment mgmt$678K33.3%
  • Legal$8K0.4%
  • Actuarial$165K8.1%
  • Contract admin$405K19.9%
  • Other / not subdivided$781K38.3%
% of EOY assets
0.407%
all-in expense ratio
Categories reported
4 / 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
$173,630
Opinion code
Unqualified