How big is HP Inc.'s plan?

HP Inc.'s plan reported $297.9M in assets and 374 participants for 2023.

Original filing (PDF)20250715135556NAL0003089952001

HP Inc.

Name: HP Inc. — HP Inc. Deferred Profit-Sharing Plan, Form 5500 (2023)
Creator: HP Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

HP Inc. Deferred Profit-Sharing Plan

Defined-contribution retirement plan · HP Inc.'s HP Inc. Deferred Profit-Sharing Plan held $297.9M in plan assets for 374 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

6 service providers

Active participants

374

Accounts w/ balance

2,688

Plan assets (EOY)

$297.9M

Net assets (EOY)

$295.2M

Plan identifiers

HP Inc.'s EIN is 94-1081436.

EIN 94-1081436

Plan number 001

Plan year 2023

ACK ID 20250715135556NAL0003089952001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for HP Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

HP Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HP INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

5,425 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Holds assets with an undetermined value.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

HP INC.

EIN

all filings

Address

10300 ENERGY DRIVE · SPRING, TX · 77389

Phone

(800) 457-4015

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY MANAGEMENT TRUST COMPANY	04-2647786	—	NONE	$21K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERNST & YOUNG	34-6565596	—	NONE	$23K	—
DELOITTE

Investments

5,425 direct securities · 1 pooled fund· $586.9M(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.

Master Trust

$295.7M

1 holding

Bonds / Notes

$126.5M

4071 holdings

U.S. Treasuries

$67.7M

218 holdings

Other securities

$45.6M

397 holdings

Common Stocks

$19.4M

438 holdings

Mutual Funds

$14.5M

32 holdings

Agency / Mortgage-Backed

$8.9M

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

PIMCO$10.7M BlackRock / iShares$3.6M Wells Fargo / Allspring$3.5M JPMorgan$3.3M Dodge & Cox$2.2M MetLife$1.4M Morgan Stanley$1.1M Goldman Sachs$1.0M Schwab$430K

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
HP INC. MASTER TRUST HP INC. · EIN 94-1081436 / PN 124	Master Trust	—	—	$295.7M	99.2%
72201P878 PAPS LONG DURATION CREDIT BOND PORTFOLIO	U.S. Treasuries	—	$17.2M	$11.8M	4.0%
72203G868 PIMCO FUNDS/PIMCO SECTOR FD SER I	Mutual Funds	—	$9.7M	$9.3M	3.1%
91282CDY4 U S TREASURY NOTE 1.875% 02/15/2032 DD 02/15/22	U.S. Treasuries	—	$4.4M	$3.9M	1.3%
99VVAYE83 HONGSHAN CAP GR FD III LP	Other securities	—	$221K	$3.7M	1.3%
912803EF6 U S TREASURY BD PRIN STRIP 0.000% 02/15/2044 DD 02/18/14	Bonds / Notes	—	$4.4M	$3.5M	1.2%
91282CAZ4 U S TREASURY NOTE 0.375% 11/30/2025 DD 11/30/20	U.S. Treasuries	—	$3.2M	$3.3M	1.1%
912810SL3 U S TREASURY BOND 2.000% 02/15/2050 DD 02/15/20	U.S. Treasuries	—	$5.7M	$3.1M	1.0%
04281W424 ARROWSTREET CIT FUND BLACKROCK RUSSELL 1000 INDEX FUND ACWI EX-US SUPERFUND JPMCB LIQUIDITY FUND	Common Collective Trusts	—	$3.0M	$3.0M	1.0%
04281W424 ARROWSTREET CIT FUND	Common Collective Trusts	—	$1.9M	$2.8M	1.0%
912810ST6 U S TREASURY BOND 1.375% 11/15/2040 DD 11/15/20	U.S. Treasuries	—	$3.5M	$2.7M	0.9%
99VVALXR8 SEQUOIA CAP US VENTURE 2010	Other securities	—	$240K	$2.7M	0.9%
912810TN8 U S TREASURY BOND 3.625% 02/15/2053 DD 02/15/23	U.S. Treasuries	—	$2.8M	$2.5M	0.8%
DODGE & COX GLOBAL STOCK-I	Mutual Funds	—	$2.3M	$2.2M	0.7%
HONGSHAN CAP GR FD I LP	Other securities	—	$255K	$2.2M	0.7%
91282CCB5 U S TREASURY NOTE 1.625% 05/15/2031 DD 05/15/21	U.S. Treasuries	—	$2.3M	$1.9M	0.6%
912810SW9 U S TREASURY BOND 1.875% 02/15/2041 DD 02/15/21	U.S. Treasuries	—	$2.2M	$1.9M	0.6%
912810TC2 U S TREASURY BOND 2.000% 11/15/2041 DD 11/15/21	U.S. Treasuries	—	$1.8M	$1.8M	0.6%
912810SN9 U S TREASURY BOND 1.250% 05/15/2050 DD 05/15/20	U.S. Treasuries	—	$3.3M	$1.7M	0.6%
ADAM ST 2008 NON-US FUND	Other securities	—	$1.5M	$1.7M	0.6%
912810SZ2 U S TREASURY BOND 2.000% 08/15/2051 DD 08/15/21	U.S. Treasuries	—	$2.4M	$1.6M	0.5%
912810RS9 U S TREASURY BOND 2.500% 05/15/2046 DD 05/15/16	U.S. Treasuries	—	$2.5M	$1.5M	0.5%
99VVATRR8 KPS SPECIAL SITUATIONS FUND IV LP	Other securities	—	$2.0M	$1.4M	0.5%
912810SR0 U S TREASURY BOND 1.125% 05/15/2040 DD 05/15/20	U.S. Treasuries	—	$2.0M	$1.4M	0.5%
ADAM ST 2009 NONUS DEV MKTS	Other securities	—	$1.1M	$1.4M	0.5%
912810RX8 U S TREASURY BOND 3.000% 05/15/2047 DD 05/15/17	U.S. Treasuries	—	$1.4M	$1.3M	0.5%
01F0406C6 COMMIT TO PUR FNMA SF MTG 4.000% 12/01/2053 DD 12/01/23	Agency / Mortgage-Backed	—	$1.3M	$1.3M	0.4%
999G94142 MS ICE CCP COLLAT VAR RT 01/01/2049 DD 02/19/13	Other securities	—	$1.3M	$1.3M	0.4%
99VVB3LE9 METLIFE ALT B	Other securities	—	$945K	$1.2M	0.4%
912810SW9 U S TREASURY BOND 1.875% 02/15/2041 DD 02/15/21	U.S. Treasuries	—	$1.9M	$1.2M	0.4%
9128337U8 U S TREASURY BD CPN STRIP 0.000% 11/15/2033 DD 08/15/07	Bonds / Notes	—	$1.3M	$1.1M	0.4%
912810RK6 U S TREASURY BOND 2.500% 02/15/2045 DD 02/15/15	U.S. Treasuries	—	$1.9M	$1.1M	0.4%
99VVAQA92 SEQUOIA CAPITAL U.S. VENTURE FUND XIV L.P..	Other securities	—	$345K	$1.1M	0.4%
99VVCHXA2 APOLLO TOTAL RETURN FUND OFFSHORE LTD SERIES A-1 NI	Common Stocks	—	$1000K	$1.1M	0.4%
9128337W4 U S TREASURY BD CPN STRIP 0.000% 11/15/2034 DD 08/15/07	Bonds / Notes	—	$1.3M	$1.1M	0.4%
99VVCLYY0 PRINCIPAL ALT	Other securities	—	$1.1M	$1.1M	0.4%
9128334Z0 U S TREASURY BD CPN STRIP 0.000% 02/15/2035 DD 02/15/06	Bonds / Notes	—	$1.3M	$1.1M	0.4%
912810RB6 U S TREASURY BOND 2.875% 05/15/2043 DD 05/15/13	U.S. Treasuries	—	$1.5M	$935K	0.3%
912810TK4 U S TREASURY BOND 3.375% 08/15/2042 DD 08/15/22	U.S. Treasuries	—	$1.1M	$928K	0.3%
9128334U1 U S TREASURY BD CPN STRIP 0.000% 08/15/2032 DD 02/15/06	Bonds / Notes	—	$1.3M	$927K	0.3%
9128337S3 U S TREASURY BD CPN STRIP 0.000% 11/15/2032 DD 08/15/07	Bonds / Notes	—	$1.3M	$920K	0.3%
912810QY7 U S TREASURY BOND 2.750% 11/15/2042 DD 11/15/12	U.S. Treasuries	—	$1.4M	$910K	0.3%
912810QX9 U S TREASURY BOND 2.750% 08/15/2042 DD 08/15/12	U.S. Treasuries	—	$1.5M	$894K	0.3%
912810RS9 U S TREASURY BOND 2.500% 05/15/2046 DD 05/15/16	U.S. Treasuries	—	$1.1M	$885K	0.3%
9128283J7 U S TREASURY NOTE 2.125% 11/30/2024 DD 11/30/17	U.S. Treasuries	—	$939K	$848K	0.3%
LBBL1GQH4 NON-US GOVERNMENT BONDS BRAZIL LETRAS DO TESOURO NACIO	U.S. Treasuries	—	$847K	$843K	0.3%
ACCEL LONDON II LP	Other securities	—	$353K	$808K	0.3%
ADAM ST 2009 NONUS EMERG MKTS	Other securities	—	$462K	$795K	0.3%
91282CEE7 U S TREASURY NOTE 2.375% 03/31/2029 DD 03/31/22	U.S. Treasuries	—	$842K	$763K	0.3%
SIGMA PARTNERS 8 LP	Other securities	—	$659K	$755K	0.3%

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF NEW YORK MELLON	13-5160382	—	NONE	$62K	—
HP INC.	94-1081436	—	PLAN SPONSOR	$24K	—