Xerox 401(k) match, vesting and fees
What Xerox's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Institutional Plan Services | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 203 defined-contribution plans in manufacturing with 10,000 to 49,999 participants.
| Xerox: employer contribution per participant | $881 | |
| Peer median | $3,733 |
| Xerox: average balance | $212,126 | |
| Peer median | $157,962 |
| Xerox: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.7B at the end of plan year 2021 to $4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 20,394 | $4B | $16.5M | $881 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 22,273 | $3.9B | $18.2M | $894 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 22,927 | $3.6B | $18.4M | $870 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 24,403 | $4.7B | — | — | 0.04% | Not published | Form 5500 ↗ |
Other Xerox plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Savings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint Board
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Institutional Plan Services | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Xerox Corporation Retirement Income Guarantee Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Conduent Incorporated | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Conduent Incorporated | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Xerox match 401(k) contributions?
The match terms for the Xerox Corporation Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $16.5M in employer contributions, about $881 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Xerox 401(k) match vested?
The vesting schedule for the Xerox Corporation Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Xerox 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Institutional Plan Services. The plan administrator is Plan Administrator Committee.
I left Xerox. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plan Administrator Committee, (585) 427-3941) or the recordkeeper, Voya Institutional Plan Services. The Xerox old 401(k) page lists the contacts from every plan filing. Find an old Xerox 401(k)
Data from the public Form 5500 annual reports Xerox filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Xerox. Not financial advice. Report a correction · Methodology