Profit Sharing · DOL Form 5500 · 2023
Hewlett Packard Enterprise IV LLC Profit Sharing Plan
Data updated 2026-08-25
- $196M
- Total assets Near avg plan size
- 751
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $260,682
- Avg per participant Above avg balance/head
Official DOL plan name: Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan · Sponsored by Hewlett Packard Enterprise IV LLC · Puerto Rico · Manufacturing
$196M in assets, 751 participants
Hewlett Packard Enterprise IV LLC's Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan reported $196M in total assets and 751 participants in its 2023 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.
- #17,167 in Manufacturing (18,722 peers)
Coverage in Puerto Rico
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan covers 751 participants in Puerto Rico, 8.4x the typical Puerto Rico plan (state average ~89 per filing). Assets: $196M.
- #17,167
- in Manufacturing (18,722 peers)
- +23.9%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$195,772,357 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan among mid-size filed plans by headcount
Plan-year 2023 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 (751 participants).
Published 5500 schedule card
Filing strip 661046467 · Hewlett Packard Enterprise IV LLC PY 2023 · Profit Sharing
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan · $196M · 751 · 95th
- 5500 $196M
- 5500 751
- 5500 95th
- 5500 Profit Sharing
- 5500 near Iron Workers Defined Contribution Pension Fund Plan
- 5500 ind #17167
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
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $196M |
| Net Income | $38M |
| Employer EIN | 661046467 |
| Plan Effective Date | 1992-03-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hewlett Packard Enterprise IV LLC)
Sponsor-wide plan assets over time
All Hewlett Packard Enterprise IV LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $228M 16.693327648908063% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 751 | $196M |
| 2024 | 1 | 758 | $228M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
- Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates $93M · 952
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 Iron Workers Defined Contribution Pension Fund Plan in MI ($196M); by covered participants it is Fpi Retirement Plan in NY (750 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($196M here).
- Iron Workers Defined Contribution Pension Fund Plan (MI) $196M · 4,617
- The Local 7 Tile Industry Annuity Fund (NY) $196M · 1,462
- Willamette University Defined Contribution Retirement Plan (OR) $195M · 766
- Chapman and Cutler LLP Retirement Plan (IL) $198M · 296
Similar participant headcount
Nearest other-state filings by covered participants (751 participants); asset peers above are excluded.
- Fpi Retirement Plan (NY) 750 · 1 off
- Plumbers & Pipefitters Lu No. 74 Annuity Fund (DE) 752 · 1 off
- The Promptcare Companies, Inc. 401(k) Plan (NJ) 752 · 1 off
- Nw Bricklayers & Allied Craftworkers DC Retirement Plan (OR) 753 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.