Defined Benefit (Pension) · DOL Form 5500 · 2023
Xerox Corporation Pension Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 200
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $332,630
- Avg per participant High balance/head
Official DOL plan name: Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O · Sponsored by Xerox Corporation · Connecticut · Manufacturing
$67M in assets, 200 participants
Xerox Corporation's Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O reported $67M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,472 in Manufacturing (18,722 peers)
Coverage in Connecticut
Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O covers 200 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $67M.
- #15,472
- in Manufacturing (18,722 peers)
- +6.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O's outsized position by total assets
Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,526,000 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O 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. Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O reported net income rose from -$12M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O reported participants fell from 223 in the plan year 2022 filing to 200 in the plan year 2023 filing.
- Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O end-of-year assets rose from $62M in the plan year 2022 filing to $67M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 160468020 · Xerox Corporation PY 2023 · Defined Benefit (Pension)
Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O · $67M · 200 · 88th
- PART $67M
- TYPE 200
- NET 88th
- BOOK Defined Benefit (Pension)
- VS-ST near Meda and Emd Consolidated Pension Plan
- BOY ind #15472
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 →
Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $4M |
| Employer EIN | 160468020 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 16,087 | $5.2B |
| 2023 | 4 | 14,206 | $5.6B |
| 2024 | 2 | 10,362 | $4.1B |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rtx Consolidated Pension Plan $43.8B · 23,823
- The Citigroup Pension Plan $10.6B · 17,283
- Eversource Pension Plan $5.9B · 3,717
- Retirement Plan for Employees of Aetna Inc. $5.4B · 10,546
- The Hartford Retirement Plan for U.S. Employees $3.6B · 7,529
Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Meda and Emd Consolidated Pension Plan in PA ($67M); by covered participants it is Nasdaq Pension Plan in MD (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- Nasdaq Pension Plan (MD) 200 · 0 off
- Sullivan & Cromwell LLP Employees' Pension Plan (NY) 200 · 0 off
- Penn Engineering Pension Plan (PA) 200 · 0 off
- Armstrong County Memorial Hospital Retirement Income Plan (PA) 200 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.