PlanOptica
Retirement plan

FORD MOTOR CO. TAX-EFFICIENT SAVINGS PLAN FOR HOURLY EMPLOYEES

FORD MOTOR COMPANYEIN 38-0549190Plan #025PY 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#010Retirement-$9.46B assets#003Retirement-$226.2M assets#007Retirement-$143.0M assets
Prospect flagsLow employer contributionLow participant contribution

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)
$4532.3M
-1.7% from 2016
Total participants
74,449
-2.5% from 2016
Average account balance
$67,589
+8.7% from 2016
Annual return
-1.26%
-3.67 pp from 2016

Benchmarks

See 87 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort87 peers
Snapshot2015
Participant deferral / active EE
$2,966
median $5,946
Employer contribution / active EE
$981
median $3,302
Participation rate
86.7%
median 92.4%
Avg account balance
$67,589
median $109,006
Admin fee / account holder
$0
median $47
Annual return
-1.26%
median 0.55%
Overall peer rank
32nd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$8.29B
Average account balance
Total assets / participants with a balance (line 6g)
$96K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
86,119
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
98.4%
Contributions (total)
Employer and participant dollars contributed each year
$662.45M
Contributions per participant
Average employer and participant contribution per enrolled participant
$11K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+11.35%
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)

5 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
2010 TRANSACTION OF $244,234.17 TREATED AS INADVERTENT LOAN, WITH AN AMOUNT INVOLVED OF $6,572.41
—$244K
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2011 TRANSACTION OF $74,583.26 TREATED AS INADVERTENT LOAN, WITH AN AMOUNT INVOLVED OF $1,969.85
—$75K
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2012 TRANSACTION OF $75,675.20 TREATED AS INADVERTENT LOAN, WITH AN AMOUNT INVOLVED OF $1,900.26
—$76K
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2013 TRANSACTION OF $60,783.62 TREATED AS INADVERTENT LOAN, WITH AN AMOUNT INVOLVED OF $1,141.71
—$61K
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2014 TRANSACTION OF $29,968.59 TREATED AS INADVERTENT LOAN, WITH AN AMOUNT INVOLVED OF $441.04
—$30K

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 codes2E2F2G2J2O3H2T
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.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 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.
  • 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
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

  • OpportunityLow employer contribution

    Employer contribution per participant is in the bottom quintile of the peer cohort.

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