California › Manufacturing › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Nov 2024 to 31 Oct 2025
Agilent Technologies, Inc. Retirement 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. Retirement Plan, a defined benefit pension plan. Its Form 5500 for the plan year ending 31 Oct 2025 shows 4,182 participants (1,576 active) and $519M in net assets.
Net assets came to $124,023 per participant, well above the $87,935 median for defined benefit plans with 1,000 to 4,999 participants and well above the $67,961 median for defined benefit 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 10 service provider organisations paid $5,000 or more, with reported compensation of $2.1M: $503 per participant, well above the same-size median of $325. Administrative expenses charged to the plan were $2.6M. 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 $833M in 2009 to $519M in 2024 (down 38%), and participants from 11,499 to 4,182 (down 64%).
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 DB plans |
|---|---|---|---|---|
| Net assets per participant | $124,023 | $87,935 | $67,961 | $86,221 |
| Employer contributions per active participant | — | $10,593 | $6,915 | $10,244 |
| Schedule C compensation per participant | $503 | $325 | $299 | $344 |
| Schedule C compensation, share of net assets | 0.41% | 0.41% | 0.47% | 0.42% |
| Administrative expenses per participant | $631 | $513 | $498 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 1,000 to 4,999 participants (1,540 plans), manufacturing (1,532) and all US plans (5,308). 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 | 4,182 | $519M | $124,023 | — | — | $2.1M |
| 2023 | 4,378 | $501M | $114,381 | — | — | $1.5M |
| 2022 | 4,614 | $435M | $94,379 | — | — | $2.1M |
| 2021 | 4,774 | $481M | $100,666 | — | — | $1.3M |
| 2020 | 4,953 | $666M | $134,560 | — | — | $1.7M |
| 2019 | 5,072 | $532M | $104,928 | — | — | $2.1M |
| 2018 | 5,217 | $527M | $101,017 | — | — | $1.7M |
| 2017 | 5,379 | $492M | $91,437 | $0 | — | $1.7M |
| 2016 | 5,556 | $511M | $91,998 | $1.4M | — | $1.7M |
| 2015 | 5,693 | $454M | $79,779 | $25.0M | — | $1.1M |
| 2014 | 5,545 | $439M | $79,153 | — | — | $2.4M |
| 2013 | 5,686 | $460M | $80,843 | $15.0M | — | $3.7M |
| 2012 | 11,931 | $1.10B | $92,008 | $30.0M | — | $2.7M |
| 2011 | 11,797 | $943M | $79,907 | $30.0M | — | $2.5M |
| 2010 | 11,118 | $864M | $77,716 | $30.0M | — | $4.0M |
| 2009 | 11,499 | $833M | $72,473 | $30.0M | — | $6.2M |
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$500,762,198
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions—
- Total income, including investment results$57,851,464
- Benefits paid$39,292,415
- Administrative expenses$2,639,726
- Total expenses$41,932,141
- Net income$15,919,323
- Net transfers$1,983,593
- Net assets, end of year$518,665,114
Participants
- Active participants1,576
- Retired or separated, receiving benefits687
- Retired or separated, entitled to future benefits1,839
- Total participants, end of year4,182
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| FMR LLC | Investment management | $915,609 | $0 |
| Towers Watson Pennsylvania | Consulting (general) | $504,700 | $0 |
| Bank of New York Mellon | Custodial (other than securities); Investment management | $146,630 | $0 |
| Goldman Sachs Asset MGMT | Investment management | $122,161 | $0 |
| BlackRock Inst Trust Co. | Investment management | $103,211 | $0 |
| Trucker Huss, Apc | Legal | $97,514 | $0 |
| Callan Associates, Inc. | Consulting (general) | $96,413 | $0 |
| Baker Tilly US LLP | Accounting (including auditing) | $90,133 | $0 |
| Mellon Investments | Investment management | $16,825 | $0 |
| Aon Consulting Inc. | Consulting (general) | $9,147 | $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
- Contract administrator fees$728,161
- Other administrative expenses$642,942
- Investment advisory and management fees$576,276
- Actuarial fees$504,700
- Legal fees$97,514
- IQPA audit fees$90,133
- Total administrative expenses$2,639,726
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$517M · 99.7%
- Partnership/joint venture interests$1.7M · 0.3%
- Cash (interest and non-interest bearing)$778 · 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 year—
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
1ABenefits are primarily pay related1DFloor-offset plan1ECode section 401(h) arrangement1FCode section 414(k) arrangement1IFrozen 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. Deferred Profit-Sharing Plan | 494 | $70.9M |
Similar plans in California
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| No Calif Glaziers, Architectural Metal and Glassworkers Pension Plan | Board of Trustees, No. Calif. Glaziers Architectural Metal & Glas | 4,278 | $547M | $127,900 |
| California Winery Workers Pension Plan Trust | California Winery Workers Pension Plan Trust | 4,106 | −$40.0M | — |
| The UAW Labor-Management Group Pension Plan | Board of Trustees, the UAW Labor-Management Group | 4,369 | $70.0M | $16,014 |
| Silgan Closed Pension Plan | Silgan Containers Manufacturing Corporation | 3,834 | $368M | $96,031 |
| Keysight Technologies, Inc. Retirement Plan | Keysight Technologies, Inc. | 4,619 | $921M | $199,468 |
| The Cooper Companies, Inc. Retirement Income Plan | The Cooper Companies, Inc. | 3,148 | $161M | $51,252 |
Defined benefit plans in manufacturing closest in size.
Questions and answers
How big is Agilent Technologies, Inc. Retirement Plan?
4,182 participants at the end of the plan year ending 31 Oct 2025, of whom 1,576 were active employees, with net assets of $518,665,114. Among defined benefit plans that places it in the 1,000 to 4,999 participants band, which held 1,540 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 $2,102,343 in compensation to service provider organisations, $503 per participant or 0.41% of net assets. The same-size median among plans reporting any Schedule C compensation was $325 per participant. Administrative expenses on Schedule H were $2,639,726. 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, Bank of New York Mellon and Goldman Sachs Asset MGMT. 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 002, 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.