Profit Sharing · DOL Form 5500 · 2024
Hewlett Packard Enterprise IV LLC Profit Sharing Plan
Data updated 2026-08-25
- $228M
- Total assets Near avg plan size
- 758
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $301,390
- Avg per participant High 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
$228M in assets, 758 participants
Hewlett Packard Enterprise IV LLC's Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan reported $228M in total assets and 758 participants in its 2024 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.
- #16,355 in Manufacturing (17,777 peers)
Coverage in Puerto Rico
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan covers 758 participants in Puerto Rico, 8.5x the typical Puerto Rico plan (state average ~89 per filing). Assets: $228M.
- #16,355
- in Manufacturing (17,777 peers)
- +16.7%
- assets growth YoY
- 2.3×
- 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 2024 · DOL Form 5500
$228,453,278 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan among mid-size filed plans by headcount
Plan-year 2024 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 (758 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan end-of-year assets rose from $196M in the plan year 2023 filing to $228M in the plan year 2024 filing.
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan reported net income fell from $38M in the plan year 2023 filing to $33M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 661046467 · Hewlett Packard Enterprise IV LLC PY 2024 · Profit Sharing
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan · $228M · 758 · 95th
- ASSETS $228M
- PCT 758
- EIN 95th
- RANK Profit Sharing
- PHOTO near Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan
- IND ind #16355
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) | $196M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | $33M |
| 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.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- The Oriental Bank Coda Profit Sharing Plan $157M · 2,084
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 Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan in CA ($228M); by covered participants it is NECA-IBEW 1205 Pension Fund in FL (757 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($228M here).
- Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan (CA) $228M · 3,019
- NECA-IBEW Memphis Retirement Plan (MI) $230M · 2,755
- Adventist Health 403(b) ERISA Plan (CA) $226M · 1,540
- Iron Workers of Western Pennsylvania Profit Sharing Plan (PA) $226M · 1,850
Similar participant headcount
Nearest other-state filings by covered participants (758 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.