My Plan Facts

Employers › Michigan

Employer · plans filed under one EIN

ZF North America, Inc.

Northville, MI · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.76Bnet assets across plans
12,652participant records8,739 active
$45.2Memployer contributions, latest plan years$5,167 per active record
$1.3MSchedule C compensation to organisations$106.55 per participant record

ZF North America, Inc., based in Northville, Michigan, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 12,652 participant records and $1.76B in net assets.

The largest is ZF North America, Inc. 401(k) Savings Plan, a 401(k) plan with 11,775 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $45.2M and participant contributions $73.1M in the latest plan years; benefits paid were $200M. Schedule C compensation reported to service provider organisations totalled $1.3M.

Combined net assets moved from $1.5M in 2009 to $1.76B in 2024 (up 117938%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
ZF North America, Inc. 401(k) Savings Plan401(k) plan202411,775$1.72B$145,987$5,414$1.2M
ZF North America, Inc. Hourly 401(k) Savings Plan401(k) plan2024877$39.8M$45,346$1,615$110K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $1.5M2010: $1.6M2011: $1.7M2012: $4.3M2013: $4.8M2021: $2.00B2022: $1.61B2023: $1.87B2024: $1.76B$1.5M$2.00B$1.76B200920122024
Combined net assets
2009: 1732010: 1562011: 1562012: 1962013: 1912021: 14,2282022: 15,5782023: 15,1762024: 12,65217315,57812,652200920122024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024212,652$1.76B$45.2M$73.1M
2023215,176$1.87B$48.1M$75.5M
2022215,578$1.61B$47.6M$73.0M
2021214,228$2.00B$41.7M$65.3M
20131191$4.8M$60K$0
20121196$4.3M$162K$0
20111156$1.7M$70K$0
20101156$1.6M$50K$0
20091173$1.5M$50K$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Strategic Advisors, Inc.Investment advisory (plan)2$794,386
Fidelity Investments InstitutionalParticipant loan processing2$411,359
Plante & MoranConsulting (general); Accounting (including auditing)2$86,250
Aon Investments USA Inc.Consulting (general)1$44,101
Dykema Gossett PLLCConsulting (general)1$11,998

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Strategic Advisors, Inc.$794K
Fidelity Investments Institutional$411K
Plante & Moran$86K
Aon Investments USA Inc.$44K
Dykema Gossett PLLC$12K

Questions and answers

How many retirement plans does ZF North America, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: ZF North America, Inc. 401(k) Savings Plan and ZF North America, Inc. Hourly 401(k) Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does ZF North America, Inc. contribute to its plans?

$45,150,542 in employer contributions across these plans in their latest plan years, about $5,167 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Strategic Advisors, Inc., Fidelity Investments Institutional, Plante & Moran and Aon Investments USA Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.