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Retirement plan

AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN

AGILENT TECHNOLOGIES, INC.EIN 77-0518772Plan #002PY 2018
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5301 STEVENS CREEK BLVD - SANTA CLARA, CA 95051408-345-8346agilent.comLinkedIn10001+ employeesbiotechnology
Other plans on this EIN
2 filings
#003Retirement-$1.29B assets#001Retirement-$140.8M assets
Prospect flagsLow employer contributionWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(408) 345-8346
Plan administrator signer
DAWNETTE BLAKE
Signed 08/06/2020
How to read this page

Summary metrics

Total assets (EOY)
$491.8M
-11.1% from 2017
Total participants
5,379
+2.5% from 2017
Average account balance
$0
No prior year
Annual return
1.71%
-14.53 pp from 2017

Benchmarks

See 153 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort153 peers
Snapshot2018
Participant deferral / active EE
$0
median $198
Employer contribution / active EE
$0
median $4,409
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $5,379,476
Admin fee / account holder
$0
median $4,675
Annual return
1.71%
median -4.73%
Overall peer rank
42nd 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 of 13 by compensation
ProviderService typeCompensation
FIDELITY INSTITUTIONAL ASSET MGR3+ years
Service code 28 · EIN 04-3532603
Investment Management
$592,560
BANK OF NEW YORK MELLON3+ years
Service code 18 · EIN 13-5160382
Direct payment from the plan; Custodi...
$220,432
FIDELITY INVESTMENTS INSTITUTIONAL3+ years
Service code 28 · EIN 04-2647786
Investment Management
$207,582
WILLIS TOWERS WATSON2 years
Service code 16 · EIN 53-0181291
Consulting
$140,206
GOLDMAN SACHS ASSET MGMT3+ years
Service code 28 · EIN 13-3575636
Investment Management
$130,983
TOWERS WATSON DELAWARE, INC.1 year
Service code 16 · EIN 53-0181291
Consulting
$94,250
SHORELINE INVESTMENT MGMT CO3+ years
Service code 28 · EIN 77-0534201
Investment Management
$70,949
DODGE & COX3+ years
Service code 28 · EIN 94-1441976
Investment Management
$59,626
CALLAN ASSOCIATES, INC.3+ years
Service code 16 · EIN 94-2192581
Consulting
$55,623
BLACKROCK INST TRUST CO.3+ years
Service code 28 · EIN 94-3112180
Investment Management
$44,076

Enrolled actuary

1 attachment
SB

JAMES SISK

WILLIS TOWERS WATSON US LLC
Enrollment #1708247
500 N. AKARD STREET SUITE 4100
DALLAS, TX 75201
(214) 530-4200
Signed 2019-08-13

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

2 tripped
  • OpportunityLow employer contribution

    Employer contribution per participant 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
$2.7M
$993 / participant
  • Investment mgmt$870K32.0%
  • Contract admin$507K18.6%
  • Other / not subdivided$1M49.3%
% of EOY assets
0.553%
all-in expense ratio
Categories reported
2 / 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