Retirement plan
HP INC. DEFERRED PROFIT-SHARING PLAN
HP INC.EIN 94-1081436Plan #001PY 2018
3800 QUICK HILL ROAD, BUILDING 2, SUITE 100 - AUSTIN, TX 78728512-319-9599
Other plans on this EIN
2 filingsProspect flagsLow participationWind-down / frozen
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$536.5M
+3.6% from 2017
Total participants
10,926
+1.7% from 2017
Average account balance
$51,924
+0.3% from 2017
Annual return
0.88%
-9.14 pp from 2017
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants1,000-4,999
Cohort831 peers
Snapshot2018
0
Participant deferral / active EE
$0
median $4,282
0
Employer contribution / active EE
$0
median $2,159
10
Participation rate
56.0%
median 93.4%
37
Avg account balance
$51,924
median $65,680
55
Admin fee / account holder
$58
median $67
86
Annual return
0.88%
median -4.46%
Overall peer rank
47of 100
47th 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
Top 4 by compensation
| Provider | Service type | Compensation |
|---|---|---|
BANK OF NEW YORK MELLON1 year Service code 18 · EIN 13-5160382 | Other investment fees and expenses; C... | $33,050 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $32,000 |
HP INC1 year Service code 14 · EIN 94-1081436 | Plan Administrator | $21,133 |
5500TAX GROUP, INC.1 year Service code 16 · EIN 20-2116576 | Consulting | $7,321 |
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.
Plan features & details
Pension benefit codes2E3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
2 tripped
- OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
- 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
$601K
$446 / participant
- Investment mgmt$92K15.4%
- Contract admin$49K8.2%
- Other / not subdivided$459K76.5%
% of EOY assets
0.112%
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