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Original filing (PDF)20251002123423NAL0000783584001
EXXON MOBIL CORPORATION
Form 5500
FILING_RECEIVED
EXXONMOBIL SAVINGS PLAN
401(k) retirement plan
Signals · 3
30% in single holding30% employer stockNo recordkeeper disclosed
Active participants
23,971
Accounts w/ balance
35,454
Plan assets (EOY)
$23.7B
Net assets (EOY)
$23.6B
How this plan invests
This plan
6 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
60
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "EXXON MOBIL CORPORATION" is 30% of plan.
- 30% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXXON MOBIL CORPORATION.
Plan sponsor
Name
EXXON MOBIL CORPORATION
EIN
13-5409005
Address
P O BOX 64111 · SPRING, TX · 773874111
Phone
(832) 624-6731
Industry
Manufacturingsee all
Plan administrator
Name
ADMINISTRATOR - BENEFITS
EIN
13-1865379
City
SPRING, TX
Phone
(832) 624-6731
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
2E · Profit-sharing
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST CORPORATION | 36-2723087 | — | SERV.PROV. OF PLANSPONSOR | $516K | — |
| VOYA INSTITUTIONAL PLAN SERVICES | 02-0488491 | — | SERV.PROV.OF PLAN SPONSOR | $303K | — |
| CITIGROUP GLOBAL MARKETS INC. | 11-2418191 | — | SERV.PROV.OF PLAN SPONSOR | $197K | — |
Investments
31 direct securities · 6 pooled funds· $23.4B(99% 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.
Common Collective Trust
$13.3B
6 holdings
Common Stocks
$7.2B
1 holding
Uncategorized
$2.9B
30 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * EXXON MOBIL CORPORATION | Common Stocks | — | $66.6M | $7.2B | 30.2% | |
| NT S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $7.0B | 29.5% | |
| NT EXTENDED EQUITY MKT INDEX FUND NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 052 | Common Collective Trust | — | $2.4M | $3.1B | 13.0% | |
| NT WORLD EX-US INVEST MKT INDEX NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 126 | Common Collective Trust | — | $7.7M | $1.8B | 7.6% | |
| NT AGGREGATE BOND INDEX FUND NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 029 | Common Collective Trust | — | $2.0M | $1.2B | 4.9% | |
| U.S SAVINGS BOND SERIES I 6.000 % 10/01/31 | — | — | $544.9M | $544.9M | 2.3% | |
| U.S SAVINGS BOND SERIES I 4.580 % 01/01/33 | — | — | $388.2M | $388.2M | 1.6% | |
| U.S SAVINGS BOND SERIES I 4.180 % 02/01/38 | — | — | $331.7M | $331.7M | 1.4% | |
| NT GOVERNMENT STIF NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | $294.4M | $294.0M | 1.2% | |
| U.S SAVINGS BOND SERIES I 3.670 % 02/01/39 | — | — | $285.9M | $285.9M | 1.2% | |
| U.S SAVINGS BOND SERIES I 3.260 % 01/01/40 | — | — | $262.3M | $262.3M | 1.1% | |
| U.S SAVINGS BOND SERIES I 2.000 % 05/01/44 | — | — | $239.6M | $239.6M | 1.0% | |
| U.S SAVINGS BOND SERIES I 4.990 % 10/01/32 | — | — | $219.0M | $219.0M | 0.9% | |
| U.S SAVINGS BOND SERIES EE 3.000 % 03/01/38 | — | — | $143.9M | $143.9M | 0.6% | |
| PARTICIPANT LOANS 3.75% to 10.25% Maturity from 1 to 120 months | — | — | — | $118.2M | 0.5% | |
| FREDDIE MAC 4.875 % 10/15/27 | — | — | $60.0M | $59.9M | 0.3% | |
| FREDDIE MAC 5.000 % 10/21/27 | — | — | $50.0M | $50.0M | 0.2% | |
| FEDERAL HOME LN BKS 4.900 % 11/04/26 | — | — | $50.0M | $50.0M | 0.2% | |
| FANNIE MAE 4.920 % 10/22/27 | — | — | $50.0M | $49.9M | 0.2% | |
| FREDDIE MAC 4.800 % 12/17/27 | — | — | $50.0M | $49.9M | 0.2% | |
| U.S SAVINGS BOND SERIES I 2.960 % 01/01/43 | — | — | $30.7M | $30.7M | 0.1% | |
| FREDDIE MAC 4.850 % 10/30/26 | — | — | $25.0M | $25.0M | 0.1% | |
| FEDERAL HOME LOAN MORTGAGE 5.000 % 08/10/27 | — | — | $19.2M | $19.2M | <0.1% | |
| FNMA 4.660 % 10/07/27 | — | — | $17.2M | $17.2M | <0.1% | |
| ASCENSION HEALTH ALLIANCE 0.000 % 01/28/25 | — | — | $13.0M | $13.0M | <0.1% | |
| ** VALUE coupon maturity par/units (000's) ($000's) U.S. GOVERNMENT SECURITIES FEDERAL FARM CREDIT 5.000 % 01/08/27 | — | — | $12.8M | $12.8M | <0.1% | |
| FEDERAL HOME LN BKS 5.550 % 04/15/27 | — | — | $11.8M | $11.8M | <0.1% | |
| PFIZER INVESTMENT ENTER 4.650 % 05/19/25 | — | — | $5.0M | $5.0M | <0.1% | |
| WESTPAC BKG CORP 5.512 % 11/17/25 | — | — | $3.0M | $3.0M | <0.1% | |
| UBS AG STAMFORD CT 7.950 % 01/09/25 | — | — | $3.0M | $3.0M | <0.1% | |
| CDN IMPERIAL BK 2.250 % 01/28/25 | — | — | $3.0M | $3.0M | <0.1% | |
| ** VALUE coupon maturity par/units (000's) ($000's) CORPORATE DEBT SECURITIES INTL BUSINESS 3.450 % 02/19/26 | — | — | $2.5M | $2.5M | <0.1% | |
| KENVUE INC SR NT 5.500 % 03/22/25 | — | — | $2.1M | $2.1M | <0.1% | |
| NT CORE SL STIF NORTHERN TRUST INVESTMENT INC. · EIN 47-6467942 / PN 000 | Common Collective Trust | — | — | $2.0M | <0.1% | |
| NT CORE SL STIF FUND | — | — | $1.5M | $1.5M | <0.1% | |
| FEDERAL HOME LN BKS 5.280 % 07/30/27 | — | — | $1.4M | $1.4M | <0.1% | |
| PVTPL JACKSON NATL LIFE 5.500 % 01/09/26 | — | — | $1.3M | $1.3M | <0.1% |