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Retirement plan

FORD MOTOR COMPANY UAW RETIREMENT PLAN

FORD MOTOR COMPANYEIN 38-0549190Plan #001PY 2021
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1 AMERICAN ROAD, FORD WHQ, ROOM 612 - DEARBORN, MI 48126313-322-5012ford.comLinkedIn10001+ employeesautomotive
Other plans on this EIN
4 filings
#002Retirement-$20.32B assets#010Retirement-$17.81B assets#025Retirement-$8.16B assets#007Retirement-$140.0M assets
Prospect flagsHigh retiree %Low returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(313) 322-5012
Plan administrator signer
ROBIN WOOD
Signed 10/14/2022
How to read this page

Summary metrics

Total assets (EOY)
$25693.7M
-1.2% from 2016
Total participants
153,850
+2.0% from 2016
Average account balance
$0
No prior year
Annual return
2.18%
-10.69 pp from 2016

Benchmarks

See 206 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort206 peers
Snapshot2021
Participant deferral / active EE
$0
median $81
Employer contribution / active EE
$0
median $6,074
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
2.18%
median 11.59%
Overall peer rank
7th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$17.84B
Average account balance
Total assets / participants with a balance (line 6g)
$129K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
118,209
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
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.63%
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

Top 9 by compensation
ProviderService typeCompensation
ALIGHT FINANCIAL SOLUTIONS, LLC3 years
Service code 15 · EIN 82-1061233
Recordkeeping
$4,971,464
BUCK HR CONSULTING1 year
Service code 15 · EIN 13-3954297
Recordkeeping
$1,924,644
FORD MOTOR COMPANY7+ years
Service code 14 · EIN 38-0549190
Plan Administrator
$1,095,314
STATE STREET BANK & TRUST COMPANY7+ years
Service code 49 · EIN 43-3521912
Other Services
$999,403
UAW RETIREMENT BOARD STAFF4 years
Service code 30 · EIN 38-0549190
Employee (plan)
$616,817
TOWERS WATSON DELAWARE2 years
Service code 11 · EIN 53-0181291
Actuarial
$222,292
BDO USA, LLP3 years
Service code 10 · EIN 13-5381590
Accounting
$201,573
ACCESS MEDICALS7+ years
Service code 13
PO BOX 510837 · LIVONIA, MA 48151
Contract Administrator
$105,100
HERRONPALMER LLC3 years
Service code 16 · EIN 46-5438594
Consulting
$43,056

Enrolled actuary

1 attachment
SB

MARY P. KRUPA, ASA, EA

WILLIS TOWERS WATSON US LLC
Enrollment #2005661
ONE PPG PLACE, SUITE 600
PITTSBURGH, PA 15222
(412) 863-4818
Signed 2022-09-27

Top hat statement on fileNQDC

Filed November 3, 2013 (most recent of 2 filings on file)

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 codes1A1B3F3H
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).
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 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

3 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.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$65.5M
$2377 / participant
  • Investment mgmt$40M60.6%
  • Contract admin$7M10.4%
  • Other / not subdivided$19M29.0%
% of EOY assets
0.255%
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
BDO USA, LLP
Auditor EIN
135381590
Audit fees
(not subdivided)
Opinion code
Unqualified