Department of Labor filing

HP MACHINE & ENGINEERING, INC.

HP MACHINE & ENGINEERING, INC. 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2025

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Public filing 2025 · received May 12, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan looks broadly typical among similar plans.

59filing comparison
out of 100
01 · Employer matchSee verified formula

is Bank of New York Mellon (BNY) and the recordkeeper is Fidelity Workplace Services LLC (Fidelity).

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingImmediate

s, in connection with a sale or divestiture by the Company of the business unit in which the participant was employed, or after the attainment of at least age 55 with at least ten years of vesting service.

04 · Fees and expensesOfficial filing detail

1 Due from broker for securities sold 778 2,954 Total receivables 98,001 104,220 Total assets 10,868,030 10,292,654 Liabilities Due to broker for securities purchased 12,574 8,194 Administrative expenses and other payables 1,567 985 Total liabilities 14,141 9,179 Net assets available for benefits $ 10,853,889 $ 10,283,475 The accompanying notes are an integral part of these financial statements.

05 · Investment choicesNot stated in official filing

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodafter the attainment of at least age 55 with at least ten years of vesting service

after the attainment of at least age 55 with at least ten years of vesting service

07 · Automatic enrollmentReported

rowth in the value of that fund.

08 · Roth 401(k)Not stated in official filing

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers83th percentile

Up 0.0% over the filing history shown.

10 · Plan healthComparable filing data

Participation up 0.0% · assets up 0.0%

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202559out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions83rd percentileTypical peer $1,795 · based on 16,718 comparable plans
Lower reported administrative expense4th percentileTypical peer $116 · based on 15,961 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, HP MACHINE & ENGINEERING, INC. reported $19,576 in employer contributions across this plan, or $3,915 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating5

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison59/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$19,576
$3,915 per active participant
Participant contributions
$81,456
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
19.4%
Active participants
5
Small plan
Total participants
9
10 at the beginning of the year
Ending assets
$2,418,359
$268,707 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$2,110,560
Ending net assets
$2,418,359
Beginning liabilities
$0
Ending liabilities
$0
Total income
$473,750
Total expenses
$165,951
Administrative expenses
$12,210
$1,357 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$3,915
Administrative cost per participant
2025
$1,357
Active participants
2025
5
Total plan assets
2025
$2,418,359
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$3,91552.4M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
942451552-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Nov 1, 2003
Industry
Industry group 33
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2J2K2F2G3D2R2T

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025HP INC — 11-K filed 2026-06-09
Official filing · details not yet checked
What it says about employer contributions

is Bank of New York Mellon (BNY) and the recordkeeper is Fidelity Workplace Services LLC (Fidelity). Investments Participants may direct the investment of their contributions and employer matching contributions into various investment options offered by the Plan and may change investments and transfer amounts between funds daily. The Plan offers a short-term investment fund, a money market fund, a mutual fund, common collective trust funds, collective investment trust funds, Company common stock, and a self-directed brokerage account feature that includes money market funds, common stock, and mutual funds through an affiliate of Fidelity. All investments are participant-directed. The Plan includes an employee stock ownership plan feature (the ESOP) within the meaning of Section 4975(e)(7)

What it says about vesting

s, in connection with a sale or divestiture by the Company of the business unit in which the participant was employed, or after the attainment of at least age 55 with at least ten years of vesting service. 5 HP Inc. 401(k) Plan Notes to Financial Statements (Continued) Vesting Participants are fully vested at all times with regard to their contributions and earnings thereon. In general, participants are subject to a three-year cliff vesting schedule with regard to Company matching contributions, and earnings thereon, after which time they will become 100 % vested in their Company matching contributions, and earnings thereon. In addition, a participant becomes 100 % vested in their Company matching contributions, and earnings thereon, at attainment of age 65 , death before termination of em

What it says about automatic enrollment

rowth in the value of that fund. 4 HP Inc. 401(k) Plan Notes to Financial Statements (Continued) Contributions Upon employment, as soon as administratively feasible, employees are automatically enrolled in the Plan at 4 % pre-tax in the Birth Date Fund closest to the year the employee was born. The plan document definition of compensation is based on when the compensation is “paid” versus when it is “earned.” As such, the Company determined that participant deferrals may not be due to the Plan, and the Plan may have no right to the deferrals, until the compensation is actually paid to the participant. Participants may annually contribute up to 50 % of their eligible compensation, as defined by the Plan. Contributions are subject to annual limits specified under the Code. Contributions can

What it says about fees

1 Due from broker for securities sold 778 2,954 Total receivables 98,001 104,220 Total assets 10,868,030 10,292,654 Liabilities Due to broker for securities purchased 12,574 8,194 Administrative expenses and other payables 1,567 985 Total liabilities 14,141 9,179 Net assets available for benefits $ 10,853,889 $ 10,283,475 The accompanying notes are an integral part of these financial statements. 2 HP Inc. 401(k) Plan Statement of Changes in Net Assets Available for Benefits Year Ended December 31, 2025 Additions to net assets attributed to: (In thousands) Contributions: Employer $ 63,671 Participants 188,773 Rollovers 28,779 Total contributions 281,223 Investment income: Net realized and unrealized appreciation in fair value of investments 1,409,363 Interest and dividends 42,888 Total inve

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260512124456NAL0006806481001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗