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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 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
NORTHERN TRUST CORPORATION36-2723087SERV.PROV. OF PLANSPONSOR$516K
VOYA INSTITUTIONAL PLAN SERVICES02-0488491SERV.PROV.OF PLAN SPONSOR$303K
CITIGROUP GLOBAL MARKETS INC.11-2418191SERV.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
PIInvestmentTypeShares / unitsCostCurrent value% of plan
* EXXON MOBIL CORPORATION
Common Stocks
$66.6M$7.2B30.2%
NT S&P 500 INDEX FUND
NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 001
Common Collective Trust
$7.0B29.5%
NT EXTENDED EQUITY MKT INDEX FUND
NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 052
Common Collective Trust
$2.4M$3.1B13.0%
NT WORLD EX-US INVEST MKT INDEX
NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 126
Common Collective Trust
$7.7M$1.8B7.6%
NT AGGREGATE BOND INDEX FUND
NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 029
Common Collective Trust
$2.0M$1.2B4.9%
U.S SAVINGS BOND SERIES I 6.000 % 10/01/31$544.9M$544.9M2.3%
U.S SAVINGS BOND SERIES I 4.580 % 01/01/33$388.2M$388.2M1.6%
U.S SAVINGS BOND SERIES I 4.180 % 02/01/38$331.7M$331.7M1.4%
NT GOVERNMENT STIF
NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 068
Common Collective Trust
$294.4M$294.0M1.2%
U.S SAVINGS BOND SERIES I 3.670 % 02/01/39$285.9M$285.9M1.2%
U.S SAVINGS BOND SERIES I 3.260 % 01/01/40$262.3M$262.3M1.1%
U.S SAVINGS BOND SERIES I 2.000 % 05/01/44$239.6M$239.6M1.0%
U.S SAVINGS BOND SERIES I 4.990 % 10/01/32$219.0M$219.0M0.9%
U.S SAVINGS BOND SERIES EE 3.000 % 03/01/38$143.9M$143.9M0.6%
PARTICIPANT LOANS 3.75% to 10.25% Maturity from 1 to 120 months$118.2M0.5%
FREDDIE MAC 4.875 % 10/15/27$60.0M$59.9M0.3%
FREDDIE MAC 5.000 % 10/21/27$50.0M$50.0M0.2%
FEDERAL HOME LN BKS 4.900 % 11/04/26$50.0M$50.0M0.2%
FANNIE MAE 4.920 % 10/22/27$50.0M$49.9M0.2%
FREDDIE MAC 4.800 % 12/17/27$50.0M$49.9M0.2%
U.S SAVINGS BOND SERIES I 2.960 % 01/01/43$30.7M$30.7M0.1%
FREDDIE MAC 4.850 % 10/30/26$25.0M$25.0M0.1%
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%