Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan

401(k) · DOL Form 5500 · 2023

What the Filing Says About Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan is a 401(k) retirement plan sponsored by Hewlett Packard Enterprise IV LLC, headquartered in Puerto Rico. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $196M in total end-of-year assets and covers 751 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 661046467, and the plan has been effective since 1992-03-10. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $158M at the beginning of 2023 to $196M at year-end - up 23.9%. Net assets (after liabilities) closed the year at $196M, with reported net income of $38M 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 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Hewlett Packard Enterprise IV LLC has on file with PlainRetire (2023-2024), sponsor-wide plan assets have moved from $196M to $228M, a gain of 16.7%, while reported participants moved from 751 to 758 (+0.9%). Year-by-year, sponsor-wide filings show: 2023 - $196M in assets across 1 plan covering 751 participants; 2024 - $228M in assets across 1 plan covering 758 participants.

By assets, Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan outranks 95% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M and 730 average participants.

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.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.