401(k) · DOL Form 5500 · 2024
Xerox Corporation 401(k) Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 486
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $212,492
- Avg per participant Above avg balance/head
Official DOL plan name: Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board · Sponsored by Xerox Corporation · Connecticut · Manufacturing
$103M in assets, 486 participants
Xerox Corporation's Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board reported $103M in total assets and 486 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,321 in Manufacturing (17,777 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, $103M for 486 participants (~$212,492/participant), down 3.6% in 2024.
- #15,321
- in Manufacturing (17,777 peers)
- -3.6%
- assets change YoY
- 1.0×
- 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 2024 · DOL Form 5500
$103,271,000 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board among mid-size filed plans by headcount
Plan-year 2024 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 (486 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board reported net income fell from -$4M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board reported participants fell from 519 in the plan year 2023 filing to 486 in the plan year 2024 filing.
- Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board end-of-year assets fell from $107M in the plan year 2023 filing to $103M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 160468020 · Xerox Corporation PY 2024 · 401(k)
Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board · $103M · 486 · 91st
- BOOK $103M
- BOOK 486
- BOOK 91st
- BOOK 401(k)
- BOOK near Camfil USA, Inc. 401(k) Plan
- BOOK ind #15321
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | -$4M |
| Employer EIN | 160468020 |
| Plan Effective Date | 1964-01-01 |
| 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 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
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 Camfil USA, Inc. 401(k) Plan in NJ ($103M); by covered participants it is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA (486 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Camfil USA, Inc. 401(k) Plan (NJ) $103M · 1,346
- Austin Bank Texas, N.a. Employees Profit Sharing Plan (TX) $103M · 638
- The Riverside Company 401(k) Plan (OH) $103M · 220
- Conrad Siegel 401(k) Profit Sharing Plan (PA) $103M · 123
Similar participant headcount
Nearest other-state filings by covered participants (486 participants); asset peers above are excluded.
- 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries (CA) 486 · 0 off
- Tampa Bay Rays 401(k) Plan (FL) 486 · 0 off
- Arborworks, Inc. 401(k) Plan (CA) 486 · 0 off
- Malvern Health 401(k) Plan (PA) 486 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.