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Retirement plan

HP INC. DEFERRED PROFIT-SHARING PLAN

HP INC.EIN 94-1081436Plan #001PY 2022
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10300 ENERGY DRIVE - SPRING, TX 77389800-457-4015
Other plans on this EIN
2 filings
#004Retirement-$8.86B assets#003Retirement-$4.47B assets
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 457-4015
How to read this page

Summary metrics

Total assets (EOY)
$364.4M
+3.6% from 2017
Total participants
3,400
+1.7% from 2017
Average account balance
$107,179
+0.3% from 2017
Annual return
-15.45%
-9.14 pp from 2017

Benchmarks

See 2,389 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants250-999
Cohort2,389 peers
Snapshot2022
Participant deferral / active EE
$0
median $4,020
Employer contribution / active EE
$0
median $1,796
Participation rate
100.0%
median 90.5%
Avg account balance
$107,179
median $55,218
Admin fee / account holder
$42
median $131
Annual return
-15.45%
median -15.41%
Overall peer rank
76th 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 5 by compensation
ProviderService typeCompensation
BANK OF NEW YORK MELLON5 years
Service code 18 · EIN 13-5160382
Direct payment from the plan; Other f...
$60,638
FIDELITY INVESTMENTS INSTITUTIONAL3 years
Service code 13 · EIN 04-2647786
Contract Administrator
$25,886
ERNST & YOUNG4 years
Service code 10 · EIN 34-6565596
Accounting
$20,589
HP INC.4 years
Service code 14 · EIN 94-1081436
Plan Administrator
$15,206
DELOITTE & TOUCHE LLP3 years
Service code 10 · EIN 13-3891517
Accounting
$11,039

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

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
$144K
$233 / participant
  • Contract admin$77K53.1%
  • Other / not subdivided$68K46.9%
% of EOY assets
0.040%
all-in expense ratio
Categories reported
1 / 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