Xerox 401(k) and pension plans

Xerox Corporation, Norwalk, CT. EIN 16-0468020. Annual reports 2009–2024.

Xerox Corporation has 4 active retirement plans on file. The largest is the Xerox Corporation Savings Plan, with 20,394 participants and $4.0 billion in assets in 2024. Voya has been its recordkeeper since 2021.

Active plans
4
Participants
35,455
Plan assets
$5.6 billion
401(k) recordkeeper
Voya
Plans on file
6
Industry
Manufacturing

All 6 plans

Active plans first

Xerox Corporation Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
334Employer EIN 16-0468020
Participants (2024)
20,394
Net assets (2024)
$4.0 billion
Recordkeeper
VoyaEarlier: Conduent (2017–2020), State Street (2013–2016), Alight (2009–2012)
Plan administrator
Plan Administrator Committee
401 Merritt 7
Norwalk, CT 06851
(585) 427-3941As filed for 2024
In effect since
January 1, 1945

Plans merged into this one: Xerox Business Solutions 401(k) Plan (2020).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202420,394$4.0 billionVoya
202322,273$3.9 billionVoya
202222,927$3.6 billionVoya
202124,403$4.7 billionVoya
202023,370$3.9 billionConduent
201922,873$3.8 billionConduent
201824,817$3.6 billionConduent
201727,486$4.4 billionConduent
201630,693$4.2 billionState Street
201531,801$4.2 billionState Street
201434,080$4.5 billionState Street
201336,486$4.6 billionState Street
201239,852$4.3 billionAlight
201142,237$4.2 billionAlight
201044,992$4.4 billionAlight
200948,155$4.1 billionAlight

Xerox Corporation Retirement Income Guarantee Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
335Employer EIN 16-0468020
Participants (2024)
13,458
Net assets (2024)
$1.5 billion
Administered by
Conduent2018–2024
Plan administrator
Plan Administrator Committee
201 Merritt 7
Norwalk, CT 06851
(585) 427-3941As filed for 2024
In effect since
December 1, 2017

Plans merged into this one: Xerox Corporation Retirement Income Guarantee Plan (2017).

Year by year, 2018 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202413,458$1.5 billionConduent
202313,527$1.5 billionConduent
202213,681$1.4 billionConduent
202114,102$1.5 billionConduent
202016,343$2.5 billionConduent
201917,194$2.7 billionConduent
201818,027$2.4 billionConduent

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

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 16-0468020
Participants (2024)
925
Net assets (2024)
$103 million
Recordkeeper
VoyaEarlier: Conduent (2017–2020), State Street (2013–2016), Alight (2009–2012)
Plan administrator
Xerox Corporation Joint Administrative Board
401 Merritt 7
Norwalk, CT 06851
(585) 427-3941As filed for 2024
In effect since
January 1, 1964
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024925$103 millionVoya
2023992$107 millionVoya
20221,043$111 millionVoya
20211,050$155 millionVoya
20201,558$172 millionConduent
20191,596$180 millionConduent
20181,724$183 millionConduent
20171,979$229 millionConduent
20162,246$232 millionState Street
20152,451$235 millionState Street
20142,662$257 millionState Street
20132,896$260 millionState Street
20123,211$254 millionAlight
20113,331$251 millionAlight
20103,632$266 millionAlight
20094,048$259 millionAlight

Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 16-0468020
Participants (2024)
678
Net assets (2024)
$63.7 million
Administered by
ConduentEarlier: Alight (2009–2016)
Plan administrator
Xerox Corporation Joint Administrative Board
201 Merritt 7
Norwalk, CT 06851
(585) 427-3941As filed for 2024
In effect since
July 1, 1977

Earlier plan names: Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division Unite Here.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024678$63.7 millionConduent
2023678$66.5 millionConduent
2022691$62.3 millionConduent
2021728$73.8 millionConduent
2020823$127 millionConduent
2019904$151 millionConduent
2018968$133 millionConduent
20171,140$150 millionConduent
20161,456$231 millionAlight
20151,558$200 millionAlight
20141,288$224 millionAlight
20131,347$210 millionAlight
20121,845$251 millionAlight
20112,139$252 millionAlight
20102,334$257 millionAlight
20092,442$237 millionAlight

Xerox Corporation Retirement Income Guarantee Plan

Pension (defined benefit), frozenMerged

Merged. In 2017 its assets moved to the Xerox Corporation New Retirement Income Guarantee Plan, sponsored by Xerox Corporation (EIN 16-0468020, plan 335). Accounts moved with them, so that plan is the one to contact.

Plan number
333Employer EIN 16-0468020
Participants (2016)
22,914
Net assets (2016)
$3.2 billion
Administered by
ConduentEarlier: State Street (2013–2016), Alight (2009–2012)
Plan administrator
Plan Administrator Committee
201 Merritt 7
Norwalk, CT 06851
(585) 422-0322As filed for 2017
In effect since
July 1, 1977
Year by year, 2009 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0Conduent
201622,914$3.2 billionState Street
201523,951$2.6 billionState Street
201424,389$2.9 billionState Street
201324,760$2.7 billionState Street
201229,308$3.3 billionAlight
201129,888$3.4 billionAlight
201032,010$3.2 billionAlight
200933,980$3.0 billionAlight

Xerox Corporation Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Closed

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number
007Employer EIN 16-0468020
Participants (2015)
12,593
Net assets (2015)
$74.2 million
Recordkeeper
State Street2012–2016
Plan administrator
Plan Administrator Committee
201 Merritt 7
Norwalk, CT 06851
(203) 849-2459As filed for 2016
In effect since
July 1, 1989
Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0State Street
201512,593$74.2 millionState Street
201414,282$147 millionState Street
201315,173$142 millionState Street
201217,774$90.7 millionState Street
201124,060$116 millionnot listed
201026,044$179 millionnot listed
200927,597$141 millionnot listed

If you had money in one of these plans

  1. Call Voya (voya.com), which runs the Xerox Corporation Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((585) 427-3941). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  5. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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