PlanOptica
Retirement plan

AGILENT TECHNOLOGIES, INC. PUERTO RICO DEFINED CONTRIBUTION PLAN

AGILENT TECHNOLOGIES, INC.EIN 77-0518772Plan #010PY 2020
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5301 STEVENS CREEK BLVD - SANTA CLARA, CA 95051289-290-3856agilent.comLinkedIn10001+ employeesbiotechnology
Other plans on this EIN
3 filings
#003Retirement-$1.89B assets#002Retirement-$533.4M assets#001Retirement-$124.3M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(289) 290-3856
Plan administrator signer
DAWNETTE BLAKE
Signed 06/25/2021
How to read this page

Summary metrics

Total assets (EOY)
$300K
-77.6% from 2020
Total participants
13
0.0% from 2020
Average account balance
$23,056
-77.6% from 2020
Annual return
189.55%
-189.55 pp from 2020

Benchmarks

See 120,726 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants<25
Cohort120,726 peers
Snapshot2020
Participant deferral / active EE
$5,560
median $5,970
Employer contribution / active EE
$2,517
median $2,549
Participation rate
100.0%
median 100.0%
Avg account balance
$23,056
median $80,802
Admin fee / account holder
$0
median $599
Annual return
189.55%
median 14.85%
Overall peer rank
51st percentileavg across 6 metrics

Analytics

2019 - 2025
Total assets (EOY)
Plan-year ending balance
$1.24M
Average account balance
Total assets / participants with a balance (line 6g)
$83K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
15
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
$147K
Contributions per participant
Average employer and participant contribution per enrolled participant
$10K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+19.31%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$142
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 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 codes2E2G2F2T3C
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

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
-