Xerox Corporation
other6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #2121 of mapped providers
Assets under administration$18.6B0.0%Market share · rank #745
Fees received$980,982Median $35,650/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Xerox Corporation plan look like?
Service mix · median fees per plan
Count of plans where Xerox Corporation ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract AdministratorCode 13 | 4 | $197,314 | |
Other services; Copying and duplicatingCode 36 | 3 | $35,650 |
Competitor overlap
Percent of Xerox Corporation's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Xerox Corporation.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Xerox Corporation; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $134,336 | 10y | - |
XEROX CORPORATIONCT · 160468020-334 | $4.0B | 20,394 | $377,113 | 10y | - |
GENERAL MILLS, INC.MN · 410274440-006 | $3.7B | 22,179 | $22,642 | 7y | - |
GENERAL MILLS, INC.MN · 410274440-001 | $1.5B | 16,513 | $35,650 | 7y | - |
XEROX CORPORATIONCT · 160468020-335 | $1.5B | 13,527 | $384,018 | 6y | - |
XEROX CORPORATIONCT · 160468020-002 | $103M | 925 | $9,709 | 10y | - |
XEROX CORPORATIONCT · 160468020-003 | $67M | 678 | $17,514 | 10y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into Xerox Corporation.
- BULK CONSULTANTS, LLC (XEROX)
- XEROX
- XEROX CONSULTANT COMPANY, INC.
- XEROX CORP
- XEROX CORPORATION
- XEROX CORPORATION.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Xerox Corporation's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Xerox Corporation. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Xerox Corporation's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Aon | 5 | 71.4% |
| Rocaton Investment Advisors LLC | 4 | 57.1% |
| eVestment Alliance | 2 | 28.6% |
| Aristotle Capital Management | 1 | 14.3% |
| Brandywine Global Investment | 1 | 14.3% |
| Curcio Webb, LLC | 1 | 14.3% |
| Experiential Wealth, Inc. | 1 | 14.3% |
| Jennison Associates LLC | 1 | 14.3% |
| Kistler Tiffany Advisors | 1 | 14.3% |
| Loomis Sayles | 1 | 14.3% |