Profit Sharing · DOL Form 5500 · 2022

Hewlett Packard Enterprise II Bv LLC Profit Sharing Plan

Data updated 2026-08-25

$158M
Total assets Near avg plan size
743
Participants Near avg headcount
95th
Percentile by assets National rank
$212,646
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan · Sponsored by Hewlett Packard Enterprise II Bv LLC · Puerto Rico · Manufacturing

$158M in assets, 743 participants

Hewlett Packard Enterprise II Bv LLC's Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan reported $158M in total assets and 743 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,929 in Manufacturing (20,602 peers)

Coverage in Puerto Rico

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan covers 743 participants in Puerto Rico, 8.3x the typical Puerto Rico plan (state average ~89 per filing). Assets: $158M.

#18,929
in Manufacturing (20,602 peers)
-19.6%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan's outsized position by total assets

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$157,996,201 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan sits mid-pack in the medium band (743 participants).

EBSA filing schedule strip

Filing strip 981684330 · Hewlett Packard Enterprise II Bv LLC PY 2022 · Profit Sharing

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan · $158M · 743 · 95th

  • VS-ST $158M
  • BOY 743
  • SCH 95th
  • EBSA Profit Sharing
  • PART near Sumitomo Electric Group 401(k) Plan
  • TYPE ind #18929

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Puerto Rico →

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan in the asset neighbourhood

Westchester Heavy Construction Laborers Local 60 Annuity FundWestchester Heavy Constructi…$160MSumitomo Electric Group 401(k) PlanSumitomo Electric Group 401(…$158MHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanHewlett Packard Enterprise P…$158MIron Workers Defined Contribution Pension Fund PlanIron Workers Defined Contrib…$157MUnited Union of Roofers - Local 8 Annuity FundUnited Union of Roofers - Lo…$156M
End-of-year total assets ($M) among Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$158M
Net Income-$38M
Employer EIN981684330
Plan Effective Date1992-03-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 0200400600800 Total assets ($M) Participants Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing PlanBoston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates, Total assets ($M): 74.439468 · Participants: 901Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan side-by-side with 3 peers →

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Sumitomo Electric Group 401(k) Plan in NY ($158M); by covered participants it is Action for Boston Community Development Pension Plan in MA (743 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (743 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan assets move in 2022? ▼
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan declined sharply - down 19.6% during 2022, from $196M to $158M. Reported net income was -$38M.
Where does Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sumitomo Electric Group 401(k) Plan in NY ($158M, 1,320 participants).
Which Profit Sharing plans cover a similar participant headcount to Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Action for Boston Community Development Pension Plan in MA (743 participants, $53M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 981684330.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.