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Retirement plan

FORD MOTOR COMPANY UAW RETIREMENT PLAN

FORD MOTOR COMPANYEIN 38-0549190Plan #001PY 2023
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1 AMERICAN ROAD, FORD WHQ, ROOM 612 - DEARBORN, MI 48126313-322-3000ford.comLinkedIn10001+ employeesautomotive
Other plans on this EIN
4 filings
#010Retirement-$15.59B assets#002Retirement-$12.71B assets#025Retirement-$7.62B assets#007Retirement-$98.3M assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(313) 322-3000
Plan administrator signer
MATTHEW DUPUIS
Signed 10/10/2024
How to read this page

Summary metrics

Total assets (EOY)
$19269.4M
-1.2% from 2016
Total participants
141,948
+2.0% from 2016
Average account balance
$0
No prior year
Annual return
7.21%
-10.69 pp from 2016

Benchmarks

See 191 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort191 peers
Snapshot2023
Participant deferral / active EE
$0
median $12
Employer contribution / active EE
$0
median $5,926
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
7.21%
median 8.27%
Overall peer rank
36th 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 7 by compensation
ProviderService typeCompensation
ALIGHT SOLUTIONS, LLC2 years
Service code 15 · EIN 82-1061233
Recordkeeping
$5,856,824
BUCK GLOBAL, LLC2 years
Service code 15 · EIN 13-3954297
Recordkeeping
$1,991,903
STATE STREET BANK & TRUST COMPANY9+ years
Service code 49 · EIN 04-1867445
Other Services
$1,093,460
FORD MOTOR COMPANY9+ years
Service code 14 · EIN 38-0549190
Plan Administrator
$750,283
UAW RETIREMENT BOARD STAFF6 years
Service code 30 · EIN 38-0549190
Employee (plan)
$368,671
BDO USA, P.C.1 year
Service code 10 · EIN 13-5381590
Accounting
$198,772
ACCESS MEDICALS9+ years
Service code 13
PO BOX 510837 · LIVONIA, MA 48151
Contract Administrator
$56,742

Enrolled actuary

1 attachment
SB

MEGAN M. FOSTER

WILLIS TOWERS WATSON US LLC
Enrollment #2307582
TRAVELERS TOWER
26555 EVERGREEN ROAD SUITE 1600
SOUTHFIELD, MI 48076
(248) 936-7334
Signed 2024-09-19

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

2 tripped
  • 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
$60.1M
$2335 / participant
  • Investment mgmt$30M50.6%
  • Actuarial$2M3.3%
  • Contract admin$8M13.5%
  • Other / not subdivided$20M32.5%
% of EOY assets
0.312%
all-in expense ratio
Categories reported
3 / 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, PC
Auditor EIN
135381590
Audit fees
$198,772
Opinion code
Unqualified