California › Manufacturing › 250 to 499 participants
Form 5500 statement · plan year 1 Nov 2024 to 31 Oct 2025
Agilent Technologies, Inc. Deferred Profit-Sharing Plan
Sponsored by Agilent Technologies, Inc., Santa Clara, CA
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Agilent Technologies, Inc. of Santa Clara, California sponsors Agilent Technologies, Inc. Deferred Profit-Sharing Plan, a profit-sharing plan. Its Form 5500 for the plan year ending 31 Oct 2025 shows 494 participants (174 active) and $70.9M in net assets.
Net assets came to $143,584 per participant, well above the $48,746 median for defined contribution plans with 250 to 499 participants and well above the $62,303 median for defined contribution plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 9 service provider organisations paid $5,000 or more, with reported compensation of $237K: $481 per participant, well above the same-size median of $141. Administrative expenses charged to the plan were $240K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $521M in 2009 to $70.9M in 2024 (down 86%), and participants from 4,306 to 494 (down 89%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $143,584 | $48,746 | $62,303 | $53,102 |
| Employer contributions per active participant | — | $2,017 | $2,187 | $2,175 |
| Schedule C compensation per participant | $481 | $141 | $136 | $123 |
| Schedule C compensation, share of net assets | 0.34% | 0.30% | 0.24% | 0.26% |
| Administrative expenses per participant | $486 | $133 | $131 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 250 to 499 participants (17,456 plans), manufacturing (11,377) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 494 | $70.9M | $143,583 | — | — | $237K |
| 2023 | 559 | $74.1M | $132,533 | — | — | $250K |
| 2022 | 667 | $80.9M | $121,360 | — | — | $385K |
| 2021 | 744 | $93.5M | $125,665 | — | — | $233K |
| 2020 | 832 | $136M | $163,123 | — | — | $293K |
| 2019 | 903 | $123M | $135,989 | — | — | $424K |
| 2018 | 974 | $132M | $135,951 | — | — | $385K |
| 2017 | 1,047 | $141M | $134,501 | — | — | $565K |
| 2016 | 1,152 | $156M | $135,447 | — | — | $646K |
| 2015 | 1,216 | $158M | $129,780 | — | — | $413K |
| 2014 | 1,299 | $170M | $130,604 | — | — | $760K |
| 2013 | 1,385 | $189M | $136,208 | — | — | $1.9M |
| 2012 | 1,886 | $552M | $292,686 | — | — | $1.3M |
| 2011 | 3,986 | $534M | $134,093 | — | — | $1.6M |
| 2010 | 4,119 | $514M | $124,814 | — | — | $1.5M |
| 2009 | 4,306 | $521M | $120,881 | — | — | $1.9M |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$74,085,691
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions—
- Total income, including investment results$9,116,541
- Benefits paid$10,048,170
- Administrative expenses$239,972
- Total expenses$10,288,142
- Net income−$1,171,601
- Net transfers−$1,983,593
- Net assets, end of year$70,930,497
Participants
- Active participants174
- Retired or separated, receiving benefits0
- Retired or separated, entitled to future benefits307
- Participants with account balances494
- Total participants, end of year494
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| FMR LLC | Investment management | $83,104 | $0 |
| Moss Adams LLP | Accounting (including auditing) | $47,206 | $0 |
| Agilent Technologies, Inc. | Consulting (general) | $27,568 | $0 |
| Bank of New York Mellon | Custodial (other than securities) | $22,805 | $0 |
| Goldman Sachs Asset MGMT | Investment management | $17,946 | $0 |
| Callan Associates | Consulting (general) | $14,048 | $0 |
| State Street Bank and Trust | Investment management | $10,000 | $0 |
| Aon Consulting Inc. | Consulting (general) | $9,603 | $0 |
| BlackRock Inst Trust Co. | Investment management | $5,144 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$92,535
- Other administrative expenses$51,219
- Contract administrator fees$49,012
- IQPA audit fees$47,206
- Total administrative expenses$239,972
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Master trust investment accounts$69.1M · 97.4%
- Partnership/joint venture interests$1.8M · 2.6%
- Cash (interest and non-interest bearing)$1,259 · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmBaker Tilly US LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $10,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 334410: Semiconductor & Other Electronic Component Mfg.
Other plans of Agilent Technologies, Inc.
| Plan | Participants | Net assets |
|---|---|---|
| Agilent Technologies, Inc. 401(k) Plan | 8,623 | $2.41B |
| Agilent Technologies, Inc. Retirement Plan | 4,182 | $519M |
Similar plans in California
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Garratt-Callahan Company Employees' Profit Sharing Plan | Garratt-Callahan Company | 501 | $76.5M | $152,618 |
| Hrc-Be-Cc 401(K)PLAN | Hirel Connectors, Inc. | 494 | $14.5M | $29,346 |
| Car Sound Exhaust System, Inc. 401(k) Profit Sharing Plan | Car Sound Exhaust System, Inc. | 501 | $39.6M | $79,092 |
| Tower Semiconductor Newport Beach Hourly Savings Plan | Tower Semiconductor Newport Beach Inc. | 492 | $20.3M | $41,241 |
| Reconserve 401(k) Plan | Reconserve, Inc. | 504 | $18.6M | $36,997 |
| Proterra Powered LLC 401(k) Plan | Proterra Powered LLC | 492 | $18.1M | $36,716 |
Defined contribution plans in manufacturing closest in size.
Questions and answers
How big is Agilent Technologies, Inc. Deferred Profit-Sharing Plan?
494 participants at the end of the plan year ending 31 Oct 2025, of whom 174 were active employees, with net assets of $70,930,497. Among defined contribution plans that places it in the 250 to 499 participants band, which held 17,456 plans in plan year 2024.
What does Agilent Technologies, Inc. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $237,424 in compensation to service provider organisations, $481 per participant or 0.34% of net assets. The same-size median among plans reporting any Schedule C compensation was $141 per participant. Administrative expenses on Schedule H were $239,972. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Agilent Technologies, Inc.. Investment advisory or management: FMR LLC, Goldman Sachs Asset MGMT and State Street Bank and Trust. Trustee or custodian: Bank of New York Mellon. The financial statements were audited by Baker Tilly US LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Nov 2024 to 31 Oct 2025, received by the Department of Labor on 17 Aug 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 77-0518772, plan 001, received 17 Aug 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.