Retirement plan
FORD MOTOR CO. SAVINGS AND STOCK INVESTMENT PLAN FOR SALARIED EMPLOYEES
FORD MOTOR COMPANYEIN 38-0549190Plan #010PY 2018
TAX DEPARTMENT, 1 AMERICAN ROAD, FORD WHQ, ROOM 612 - DEARBORN, MI 48126313-322-5012ford.comLinkedIn10001+ employeesautomotive
Prospect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
ROBIN WOOD
Signed 08/22/2019
Summary metrics
Total assets (EOY)
$10717.7M
-5.2% from 2016
Total participants
47,874
-2.8% from 2016
Average account balance
$229,884
-2.1% from 2016
Annual return
-4.73%
-5.48 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort87 peers
Snapshot2018
88
Participant deferral / active EE
$11,688
median $6,700
63
Employer contribution / active EE
$4,355
median $3,820
55
Participation rate
96.2%
median 95.0%
91
Avg account balance
$229,884
median $118,768
80
Admin fee / account holder
$0
median $52
57
Annual return
-4.73%
median -4.94%
Overall peer rank
72of 100
72nd 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.
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 codes2E2F2G2J2K2O2S2T3F3H3J
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2JCode section 401(k) featureCash 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.
- 2KCode section 401(m) arrangementEmployee 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.
- 2OESOP other than a leveraged ESOPEmployee stock ownership plan that is not leveraged.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 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
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
- BDO USA, LLP
- Auditor EIN
- 135381590
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified