Profit Sharing · DOL Form 5500 · 2024

Hewlett Packard Enterprise IV LLC Profit Sharing Plan

Data updated 2026-08-06

$228M
Total assets: 758
Participants: 95th
Percentile by assets: $301,390
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

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.

$228M
total plan assets (2024 EOY): 758
covered participants: 95th
percentile by assets (of 116,472 plans): $301,390
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Manufacturing

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,881 plans. Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan reports 758 participants - 8.5x that state average ($228M EOY assets).

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)

Total plan assets by year, all Hewlett Packard Enterprise IV LLC plans on file

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.

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

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

Compare Hewlett Packard Enterprise Puerto Rico T… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan by total assets, not by location.

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

Frequently Asked Questions

How did Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan assets move in 2024? ▼

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan grew sharply - up 16.7% during 2024, from $196M to $228M. Reported net income was $33M.

How have Hewlett Packard Enterprise IV LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Hewlett Packard Enterprise IV LLC's sponsor-wide assets grew 16.7%, from $196M to $228M.

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 116,472 plans that reported assets for plan year 2024 (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 Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan in CA ($228M, 3,019 participants).

Next read for Hewlett Packard Enterprise Puerto Rico T…

Filing takeaways

Ways to act on Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan's numbers.

By total assets, Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
Hewlett Packard Enterprise IV LLC's sponsor-wide assets have grown 16.7% since 2023 across 2 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 661046467.

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.