Retirement plan
FORD MOTOR COMPANY GENERAL RETIREMENT PLAN
FORD MOTOR COMPANYEIN 38-0549190Plan #002PY 2024
1 AMERICAN ROAD, FORD WHQ, ROOM 612 - DEARBORN, MI 48126313-322-3000ford.comLinkedIn10001+ employeesautomotive
Other plans on this EIN
4 filingsProspect flagsHigh retiree %Low returnsLow participant contribution
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MATTHEW DUPUIS
Signed 10/09/2025
Summary metrics
Total assets (EOY)
$12116.1M
-2.6% from 2016
Total participants
54,619
+1.3% from 2016
Average account balance
$0
No prior year
Annual return
-1.18%
-10.36 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort186 peers
Snapshot2024
9
Participant deferral / active EE
$1,854
median $247
69
Employer contribution / active EE
$66,105
median $6,320
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
6
Annual return
-1.18%
median 6.71%
Overall peer rank
28of 100
28th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$12.12B
Average account balance
Total assets / participants with a balance (line 6g)
$222K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
46,396
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
$558.83M
Contributions per participant
Average employer and participant contribution per enrolled participant
$68K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-1.18%
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 6 by compensation
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS, LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,076,231 |
BUCK GLOBAL, LLC3 years Service code 15 · EIN 13-3954297 | Recordkeeping | $1,239,668 |
FORD MOTOR COMPANY10+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $344,392 |
STATE STREET BANK & TRUST COMPANY10+ years Service code 49 · EIN 04-1867445 | Other Services | $213,090 |
BDO USA, P.C.2 years Service code 10 · EIN 13-5381590 | Accounting | $177,411 |
COMERICA BANK5 years Service code 49 · EIN 47-1741646 | Other Services | $5,625 |
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) 936-7700
Signed 2025-09-19
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.
Plan features & details
Pension benefit codes1A1B3F3H3J
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
- 3JU.S.-based Puerto Rico dual-qualified planU.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.
Opportunity flags
3 tripped
- OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
- 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.
Expense breakdown
Schedule H Part II
Admin total
$34.0M
$4129 / participant
- Investment mgmt$20M60.3%
- Actuarial$1M3.7%
- Contract admin$2M7.1%
- Other / not subdivided$10M28.9%
% of EOY assets
0.280%
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, P.C.
- Auditor EIN
- 135381590
- Audit fees
- $177,411
- Opinion code
- Unqualified