401(k)
2022 plan-year 401(k) DOL Form 5500

HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HP INTERNATIONAL TRADING B.V. (PUERTO RICO BRANCH), LLC

This 401(k) plan holds $46M in total assets and serves 198 participants as of 2022. It is sponsored by HP INTERNATIONAL TRADING B.V. (PUERTO RICO BRANCH), LLC in Texas. The plan reported a net loss of $22M for the year.

Total Assets (2023)
$46M
Participants
198
State
Industry
Manufacturing

What the Filing Says About HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN

HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN is a 401(k) retirement plan sponsored by HP INTERNATIONAL TRADING B.V. (PUERTO RICO BRANCH), LLC, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $46M in total end-of-year assets and covers 198 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 660835384, and the plan has been effective since 2015-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $68M at the beginning of 2022 to $46M at year-end — a decline of 32.6%. Net assets (after liabilities) closed the year at $46M, with reported net income of $-22,028,602 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$68M
Total Assets (End of Year)$46M
Net Assets (End of Year)$46M
Net Income$-22,028,602
Plan Type401(k)
Employer EIN660835384
Plan Effective Date2015-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HP INTERNATIONAL TRADING B.V. (PUERTO RICO BRANCH), LLC)

Year Plans Participants Total Assets
2022 2 438 $67M
2023 2 151 $51M
2024 1 25 $53M

Nearby 401(k) Plans in Texas

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Frequently Asked Questions

How much money is in the HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN?
As of the 2022 Form 5500 filing, HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN holds $46M in total assets with 198 participants. It is sponsored by HP INTERNATIONAL TRADING B.V. (PUERTO RICO BRANCH), LLC.
What type of plan is HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN?
HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN is a 401(k) plan. It has been effective since 2015-08-01. The plan is filed with the U.S. Department of Labor under EIN 660835384.
Who sponsors the HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN?
HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN is sponsored by HP INTERNATIONAL TRADING B.V. (PUERTO RICO BRANCH), LLC, located in Texas. The sponsor's EIN is 660835384 and the plan operates in the Manufacturing industry.
How did HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN perform in 2022?
HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN declined by 32.6% during 2022, moving from $68M to $46M in total assets. Net income was $-22,028,602.
Where can I find official filings for HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN?
Official Form 5500 filings for HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660835384 or plan name at efast.dol.gov.
How does HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN compare to other plans?
You can compare HP INC. PUERTO RICO TAX SAVINGS CAPITAL ACCUMULATION PLAN against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 660835384.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.