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Original filing (PDF)20250714191927NAL0002238944001
KEYSIGHT TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
KEYSIGHT TECHNOLOGIES, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
1,776
Accounts w/ balance
—
Plan assets (EOY)
$893.0M
Net assets (EOY)
$893.0M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 256% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSIGHT TECHNOLOGIES, INC..
Plan sponsor
Name
KEYSIGHT TECHNOLOGIES, INC.
EIN
46-4254555
Address
1400 FOUNTAINGROVE PARKWAY · SANTA ROSA, CA · 95403
Phone
(800) 829-4444
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-14
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER, INC | 13-2834414 | — | N/A | $1.1M | — |
| FMR LLC | 04-3532603 | — | N/A | $421K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | N/A | $210K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $138K | — |
Investments
2 pooled funds· $893.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| KEYSIGHT TECHNOLOGIES MT EQTY POOL KEYSIGHT TECHNOLOGIES, INC. · EIN 46-7492138 / PN 011 | Master Trust | $560.1M | 62.7% |
| KEYSIGHT TECHNOLOGIES MT FXD INC PL KEYSIGHT TECHNOLOGIES, INC. · EIN 46-7492138 / PN 012 | Master Trust | $332.9M | 37.3% |
