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Retirement plan

LENOVO PENSION PLAN

LENOVO (UNITED STATES) INC.EIN 52-2449153Plan #001PY 2024
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8001 DEVELOPMENT DR - MORRISVILLE, NC 275607416919-237-8600
Other plans on this EIN
1 filing
#002Retirement-$2.61B assets
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
RYAN WHITEHEAD
Signed 09/30/2025
(919) 237-8600
How to read this page

Summary metrics

Total assets (EOY)
$53.4M
-2.3% from 2016
Total participants
405
+0.9% from 2016
Average account balance
$0
No prior year
Annual return
-1.25%
-6.26 pp from 2016

Benchmarks

See 1,447 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants<25
Cohort1,447 peers
Snapshot2024
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$226,923
median $15,172
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $50,742
Admin fee / account holder
$0
median $2,471
Annual return
-1.25%
median 5.92%
Overall peer rank
35th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$53.35M
Average account balance
Total assets / participants with a balance (line 6g)
$132K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
392
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$2.95M
Contributions per participant
Average employer and participant contribution per enrolled participant
$227K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-1.25%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

TROY DEMPSEY

FIDELITY INVESTMENTS
Enrollment #2307704
100 NEW MILLENNIUM WAY
DURHAM, NC 27709
(919) 458-5738
Signed 2025-09-24

Top hat statement on fileNQDC

Filed August 24, 2005

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A1I
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.

Opportunity flags

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$322K
$24760 / participant
  • Other / not subdivided$322K100.0%
% of EOY assets
0.603%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
PBMARES, LLP
Auditor EIN
540737372
Audit fees
(not subdivided)
Opinion code
Unqualified