Plan5500

Hewlett Packard Enterprise Retirement Medical Savings Plan — Form 5500 plan (Hewlett Packard Enterprise)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hewlett Packard Enterprise Retirement Medical Savings Plan is a benefit plan reported by Hewlett Packard Enterprise under EIN 47-3298624 and plan number 506. The latest loaded filing year is 2023. The filing reports 17,172 participants and $76,161,588 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$75.9MPlan net assets, end of year$75,878,638
Participants17.2KCovered participants reported17,172
Assets / participant$4.4KComputed: assets ÷ participants$4,435 (computed)
Provider compensation$18.1K1 Schedule C provider row(s)$18,083
Plan sponsor
Hewlett Packard Enterprise
EIN
47-3298624
Plan number
506
Plan type
2
Location
Spring, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    17,172 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$76.2M total assets
Net assets$75.9MLiabilities$282.9K
Money in vs. money out
Total income / additions$14.5M
Total expenses$6.2M
Benefits paid / distributions$6.2M
Contributions
Employer$3M
Participant$6.1M
Full reported line items

Net assets

Total assets (EOY)
$76,161,588
Total liabilities (EOY)
$282,950
Net assets (EOY)
$75,878,638
Net assets (BOY)
$67,604,815

Income & contributions

Employer contributions
$3,038,888
Participant contributions
$6,075,875
Total contributions
$9,114,763
Total income / additions
$14,480,084

Expenses & distributions

Benefits paid
$6,188,178
Administrative expenses
$18,083
Total expenses
$6,206,261
Net increase / (decrease)
$8,273,823
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Invest Inst Oper Co LLC$18.1K
    CUSTODIAN · Direct $18.1K

What to inspect next

Frequently asked questions

Who sponsors the Hewlett Packard Enterprise Retirement Medical Savings Plan?
Hewlett Packard Enterprise Retirement Medical Savings Plan is reported as sponsored by Hewlett Packard Enterprise (EIN 47-3298624, plan number 506) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Hewlett Packard Enterprise Retirement Medical Savings Plan?
The latest Form 5500 filing year loaded for Hewlett Packard Enterprise Retirement Medical Savings Plan is 2023.
How many participants does Hewlett Packard Enterprise Retirement Medical Savings Plan report?
Hewlett Packard Enterprise Retirement Medical Savings Plan reports 17,172 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Hewlett Packard Enterprise Retirement Medical Savings Plan?
Hewlett Packard Enterprise Retirement Medical Savings Plan reports $76,161,588 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages