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Original filing (PDF)20251009162513NAL0004094723001
FORD MOTOR COMPANY
Form 5500
FILING_RECEIVED
FORD MOTOR COMPANY UAW RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
8 service providers
Active participants
20,457
Accounts w/ balance
—
Plan assets (EOY)
$17.8B
Net assets (EOY)
$17.8B
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORD MOTOR COMPANY.
Plan sponsor
Name
FORD MOTOR COMPANY
EIN
38-0549190
Address
1 AMERICAN ROAD, · FORD WHQ, ROOM 612 · DEARBORN, MI · 48126
Phone
(313) 322-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | 82-1061233 | — | RECORD KEEPER | $6.5M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT | $229K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE KNOWN | $2.9M | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE KNOWN | $969K | — |
| FORD MOTOR COMPANY | 38-0549190 | — | PLAN SPONSOR | $684K | — |
| COMERICA BANK | 47-1741646 | — | NONE KNOWN | $6K | — |
| UAW RETIREMENT BOARD STAFF | 38-0549190 | — | PLAN EMPLOYEES | $0 | — |
| ACCESS MEDICALS | — | LIVONIA, MA | NONE KNOWN | $0 | — |
Investments
9 pooled funds· $17.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FORD MOTOR COMPANY TRUST FUND FIXED FORD MOTOR COMPANY · EIN 36-7324188 / PN 105 | Master Trust | $4.7B | 26.6% |
| FORD MOTOR COMPANY TRUST FUND FIXED FORD MOTOR COMPANY · EIN 36-7324188 / PN 118 | Master Trust | $4.4B | 24.7% |
| FORD MOTOR COMPANY TRUST FUND FIXED FORD MOTOR COMPANY · EIN 36-7324188 / PN 104 | Master Trust | $4.2B | 23.6% |
| FORD MOTOR COMPANY TRUST FUND HEDGE FORD MOTOR COMPANY · EIN 36-7324188 / PN 110 | Master Trust | $2.0B | 11.0% |
| FORD MOTOR COMPANY TRUST FUND FIXED FORD MOTOR COMPANY · EIN 36-7324188 / PN 117 | Master Trust | $691.7M | 3.9% |
| FORD MOTOR COMPANY TRUST FUND REAL FORD MOTOR COMPANY · EIN 36-7324188 / PN 109 | Master Trust | $656.4M | 3.7% |
| FORD MOTOR COMPANY TRUST FUND EQUIT FORD MOTOR COMPANY · EIN 36-7324188 / PN 103 | Master Trust | $595.5M | 3.3% |
| FORD MOTOR COMPANY TRUST FUND PRIVA FORD MOTOR COMPANY · EIN 36-7324188 / PN 108 | Master Trust | $431.2M | 2.4% |
| FORD MOTOR COMPANY TRUST FUND CASH FORD MOTOR COMPANY · EIN 36-7324188 / PN 107 | Master Trust | $150.9M | 0.8% |