PlanOptica
Retirement plan

HP INC. DEFERRED PROFIT-SHARING PLAN

HP INC.EIN 94-1081436Plan #001PY 2016
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3800 QUICK HILL ROAD, BUILDING 2, SUITE 100 - AUSTIN, TX 78728512-319-9599
Other plans on this EIN
2 filings
#003Retirement-$10.55B assets#004Retirement-$8.22B assets
Prospect flagsLow returnsLow participationWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(512) 319-9599
Plan administrator signer
SUSAN ESA
Signed 08/14/2017
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Summary metrics

Total assets (EOY)
$601.3M
+3.6% from 2017
Total participants
5,928
+1.7% from 2017
Average account balance
$110,056
+0.3% from 2017
Annual return
-0.85%
-9.14 pp from 2017

Benchmarks

See 780 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants1,000-4,999
Cohort780 peers
Snapshot2016
Participant deferral / active EE
$0
median $3,767
Employer contribution / active EE
$0
median $1,953
Participation rate
67.6%
median 93.0%
Avg account balance
$110,056
median $65,074
Admin fee / account holder
$2
median $46
Annual return
-0.85%
median 8.11%
Overall peer rank
48th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$297.93M
Average account balance
Total assets / participants with a balance (line 6g)
$111K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,688
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
+9.06%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$59
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

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 November 9, 2005 (most recent of 3 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

3 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • 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.

Expense breakdown

Schedule H Part II
Admin total
$12K
$8 / participant
  • Investment mgmt$2K16.8%
  • Contract admin$9007.7%
  • Other / not subdivided$9K75.5%
% of EOY assets
0.002%
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
ERNST & YOUNG, LLP
Auditor EIN
346565596
Audit fees
(not subdivided)
Opinion code
Unqualified