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Retirement plan

LENOVO PENSION PLAN

LENOVO (UNITED STATES) INC.EIN 52-2449153Plan #001PY 2016
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1009 THINK PL - MORRISVILLE, NC 275609002919-294-2500
Other plans on this EIN
1 filing
#002Retirement-$1.55B assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
RYAN WHITEHEAD
Signed 01/18/2018
(919) 294-2500
How to read this page

Summary metrics

Total assets (EOY)
$62M
-2.3% from 2016
Total participants
444
+0.9% from 2016
Average account balance
$0
No prior year
Annual return
5.09%
-6.26 pp from 2016

Benchmarks

See 606 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants25-99
Cohort606 peers
Snapshot2016
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$50,789
median $5,929
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $37,418
Admin fee / account holder
$0
median $469
Annual return
5.09%
median 5.41%
Overall peer rank
62nd 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

ELIZABETH SKIBA

FIDELITY INVESTMENTS
Enrollment #1706469
100 NEW MILLENNIUM WAY
DURHAM, NC 27709
(919) 458-5909
Signed 2017-10-05

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

1 tripped
  • 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
$253K
$3560 / participant
  • Other / not subdivided$253K100.0%
% of EOY assets
0.407%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
RSM US LLP
Auditor EIN
420714325
Audit fees
(not subdivided)
Opinion code
Disclaimer