HP Inc.
other4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #3300 of mapped providers
Assets under administration$23.9B0.0%Market share · rank #588
Fees received$691,804Median $164,780/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical HP Inc. plan look like?
Service mix · median fees per plan
Count of plans where HP Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Other fees; Account maintenance fees; Other servicesCode 14 | 4 | $164,780 |
Competitor overlap
Percent of HP Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under HP Inc..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under HP Inc.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HP INC.TX · 941081436-004 | $10.3B | 36,268 | $280,415 | 10y | 2 |
HEWLETT PACKARD ENTERPRISETX · 473298624-001 | $8.8B | 28,480 | $49,144 | 9y | 1 |
HP INC.TX · 941081436-003 | $4.6B | 49,797 | $337,960 | 7y | - |
HP INC.TX · 941081436-001 | $298M | 2,688 | $24,285 | 7y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into HP Inc..
- HEWLETT PACKARD ENTERPRISE
- HP
- HP INC
- HP INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for HP Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 50.00% | 1.76% | +48.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with HP Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on HP Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Aon | 2 | 50.0% |
| The 5500 Tax Group | 1 | 25.0% |
| Alterity Group LLC | 1 | 25.0% |
| Callan Associates Inc. | 1 | 25.0% |
| QDRO CONSULTANTS COMPANY, LLC | 1 | 25.0% |
| Strategic Advisers | 1 | 25.0% |