Back to filter
Original filing (PDF)20251003091951NAL0000753507001
EXXON MOBIL CORPORATION
Form 5500
FILING_RECEIVED
EXXONMOBIL RETIREE MEDICAL PLAN
Health & welfare plan
Signals · 2
~1278 bps in Sched C fees47 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$102.9M
Net assets (EOY)
$100.4M
How this plan invests
This plan
1 collective trust
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)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 1278 bps in Schedule C fees — 12680% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
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 EXXON MOBIL CORPORATION.
Plan sponsor
Name
EXXON MOBIL CORPORATION
EIN
13-5409005
Address
PO 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
540
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
47 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | 13-4008324 | — | IND AUDITOR OF PLAN SPON | $212K | — |
Other
46Investments
1 pooled fund· $0(0% 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 |
|---|---|---|---|
| COMMON SHORT-TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS INC. · EIN 36-6452394 / PN 001 | Common Collective Trust | $0 | <0.1% |