Retirement plan

UNISYS SAVINGS PLAN

Name: UNISYS CORPORATION - UNISYS SAVINGS PLAN (2025) Form 5500
Creator: UNISYS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNISYS SAVINGS PLAN, UNISYS CORPORATION

UNISYS CORPORATIONEIN 38-0387840Plan #004PY 2025

801 LAKEVIEW DRIVE, SUITE 100 - BLUE BELL, PA 194221901215-274-1399unisys.comLinkedIn10001+ employeesinformation technology and services

Other plans on this EIN

1 filing

#017Retirement-$1.7M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1349.2M

+3.8% from 2024

Total participants

8,019

-7.8% from 2024

Average account balance

$189,630

+12.5% from 2024

Annual return

15.37%

+0.51 pp from 2024

Benchmarks

See 30 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort30 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$190K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

7,115

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

64.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.37%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$65

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786	Loan Processing	$376,788
COOK STREET CONSULTING9 years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432	Advisory (Plan)	$71,360
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233	Recordkeeping	$10,850

Plan features & details

Pension benefit codes2E2F2H2I2J2K3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2I
Stock bonus
Stock bonus plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$459K

$180 / participant

Recordkeeping$388K84.5%
Investment mgmt$71K15.5%

% of EOY assets

0.034%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$189,630

$129,270+46.7%

$120,344+57.6%

$89,670+111.5%

Participation rate

64.5%

90.9%-26.4pp

76.7%-12.3pp

71.2%-6.7pp

Annual return

15.37%

12.39%+3.0pp

20.30%-4.9pp

19.66%-4.3pp

Employer contribution / active EE

$3,214

$4,468-28.1%

$3,020+6.4%

$4,041-20.5%

Participant deferral / active EE

$8,753

$7,255+20.6%

$5,135+70.5%

$3,962+120.9%

Admin fee / account holder

$65

$124-48.1%

$12,742-99.5%

$352-81.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL11+ years

Filed as: FIDELITY INVESTMENTS

Service code 37 · EIN 04-2647786

Loan Processing

$376,788

COOK STREET CONSULTING9 years

Filed as: COOK STREET CONSULTING, INC.

Service code 27 · EIN 84-0854432

Advisory (Plan)

$71,360

ALIGHT SOLUTIONS LLC3 years

Service code 15 · EIN 82-1061233

Recordkeeping

$10,850

UNISYS SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNISYS SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion