PlanOptica
Retirement plan

FORD MOTOR CO. SAVINGS AND STOCK INVESTMENT PLAN FOR SALARIED EMPLOYEES

FORD MOTOR COMPANYEIN 38-0549190Plan #010PY 2015
Sign in to saveView 5500 PDF
TAX DEPARTMENT, 1 AMERICAN ROAD, FORD WHQ, ROOM 612 - DEARBORN, MI 48126313-322-5012ford.comLinkedIn10001+ employeesautomotive
Other plans on this EIN
5 filings
#001Retirement-$22.84B assets#002Retirement-$18.30B assets#025Retirement-$4.53B assets#003Retirement-$226.2M assets#007Retirement-$143.0M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(313) 322-5012
Plan administrator signer
ROBIN WOOD
Signed 06/22/2016
How to read this page

Summary metrics

Total assets (EOY)
$9455.5M
-5.2% from 2016
Total participants
46,291
-2.8% from 2016
Average account balance
$212,049
-2.1% from 2016
Annual return
-0.59%
-5.48 pp from 2016

Benchmarks

See 87 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort87 peers
Snapshot2015
Participant deferral / active EE
$10,884
median $5,946
Employer contribution / active EE
$3,922
median $3,302
Participation rate
94.5%
median 92.4%
Avg account balance
$212,049
median $109,006
Admin fee / account holder
$0
median $47
Annual return
-0.59%
median 0.55%
Overall peer rank
69th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$17.27B
Average account balance
Total assets / participants with a balance (line 6g)
$332K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
52,080
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
95.6%
Contributions (total)
Employer and participant dollars contributed each year
$792.08M
Contributions per participant
Average employer and participant contribution per enrolled participant
$23K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+14.72%
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

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Reportable transactions (Schedule G)

2 rows

Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.

CategoryCounterpartyRelationship / TermsAddressAmount
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2011 TRANSACTION OF $1,520,357.31 TREATED AS INADVERTENT LOAN, WITH AN AMOUNT INVOLVED OF $40,154.81
—$1.5M
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2012 TRANSACTION OF $56,763.65 TREATED AS INADVERTENT LOAN, WITH AN AMOUNT INVOLVED OF $1,499.21
—$57K

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 codes2E2F2G2J2K2O3F3H3J2T2S
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).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 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)).
  • 3J
    U.S.-based Puerto Rico dual-qualified plan
    U.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

0 tripped
No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
PLANTE & MORAN, PLLC
Auditor EIN
381357951
Audit fees
(not subdivided)
Opinion code
Unqualified