HP Inc. Pension Plan

• Opportunity

  Low returns

  Annual investment return is in the bottom quintile of the peer cohort.

  Schedule H, line 2
• Informational

  High retiree %

  Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  Lines 6b, 6e and 6f
• Informational

  Wind-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.

  Lines 6a and 6g

Industry

33 - Manufacturing

Plan type

Defined benefit

Participants

1,000-4,999

Cohort

70 peers

Snapshot

2025

• 1A
  Benefits are primarily pay related

  Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
• 1C
  Cash balance or similar plan

  A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
• 1D
  Floor-offset plan

  Defined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.
• 1E
  Section 401(h) arrangement

  Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
• 1F
  Section 414(k) arrangement

  Benefits are based partly on the balance of the separate account of the participant. Must also include appropriate defined contribution pension feature codes.
• 1I
  Frozen plan

  As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
• 3F
  Leased employees

  Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
• 3H
  Controlled group member

  Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.