401(k) · DOL Form 5500 · 2023

Xerox Corporation 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
519
Participants Below avg headcount
92nd
Percentile by assets National rank
$206,362
Avg per participant Above avg balance/head
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Official DOL plan name: Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board · Sponsored by Xerox Corporation · Connecticut · Manufacturing

$107M in assets, 519 participants

Xerox Corporation's Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board reported $107M in total assets and 519 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,386 in Manufacturing (18,722 peers)

Where Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board sits by assets

Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board sits in the top 10% of all filed plans by assets, $107M for 519 participants (~$206,362/participant), down 3.3% in 2023.

#16,386
in Manufacturing (18,722 peers)
-3.3%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board's outsized position by total assets

Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$107,102,000 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board sits mid-pack in the medium band (519 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board reported net income rose from -$44M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board end-of-year assets fell from $111M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160468020 · Xerox Corporation PY 2023 · 401(k)

Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board · $107M · 519 · 92nd

  • EOY $107M
  • EOY 519
  • EOY 92nd
  • EOY 401(k)
  • EOY near Cupertino Electric, Inc. Profit Sharing and 401(k) Plan
  • EOY ind #16386

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Connecticut →

Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board in the asset neighbourhood

Munson 401(k) Plan$107MSavings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint BoardSavings Plan of Xerox Corpor…$107MCupertino Electric, Inc. Profit Sharing and 401(k) PlanCupertino Electric, Inc. Pro…$107MLansing Building Products, LLC 401(k) PlanLansing Building Products, L…$107MKldiscovery Ontrack, LLC 401(k) PlanKldiscovery Ontrack, LLC 401…$107M
End-of-year total assets ($M) among Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$107M
Net Income-$4M
Employer EIN160468020
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xerox Corporation)

Sponsor-wide plan assets over time

All Xerox Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4.1B 21.46237850645832% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B$5.5B$6B 202220232024 $5.2B $4.08B ▼ -21.5%
Year Plans Participants Total Assets
2022 4 16,087 $5.2B
2023 4 14,206 $5.6B
2024 2 10,362 $4.1B

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board, Total assets ($B): 0.107102 · Participants: 519Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint BoardRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board side-by-side with 3 peers →

Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Cupertino Electric, Inc. Profit Sharing and 401(k) Plan in CA ($107M); by covered participants it is On 24, Inc 401(k) Plan in CA (519 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (519 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board assets move in 2023? ▼
Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board edged down modestly - down 3.3% during 2023, from $111M to $107M. Reported net income was -$4M.
How have Xerox Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xerox Corporation's sponsor-wide assets declined 21.5%, from $5.2B to $4.1B.
Where does Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board rank by assets among Form 5500 filers? ▼
Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board? ▼
Among 401(k) plans in other states, the closest by assets is Cupertino Electric, Inc. Profit Sharing and 401(k) Plan in CA ($107M, 790 participants).
Which 401(k) plans cover a similar participant headcount to Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board? ▼
Among 401(k) plans in other states, the closest by covered participants is On 24, Inc 401(k) Plan in CA (519 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160468020.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.