Back to filter
Original filing (PDF)20250929110637NAL0010808465001
ABBVIE INC.
Form 5500
FILING_RECEIVED
ABBVIE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
28,506
Accounts w/ balance
38,275
Plan assets (EOY)
$13.4B
Net assets (EOY)
$13.4B
How this plan invests
This plan
22 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABBVIE INC..
Plan sponsor
Name
ABBVIE INC.
EIN
32-0375147
Address
BENEFITS/HR OPERATIONS V69T AP34-LL · 1 NORTH WAUKEGAN ROAD · NORTH CHICAGO, IL · 600641802
Phone
(847) 932-7900
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $4.2M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $17K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $14K | — |
Investments
7 direct securities · 22 pooled funds· $13.6B(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.
Common Collective Trust
$10.4B
22 holdings
Uncategorized
$3.2B
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S&P 500 INDEX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $2.3B | 16.9% | |
| ABBVIE INC., COMMON SHARES | — | — | — | $2.2B | 16.4% | |
| GROWTH FUND OF AMERICA TRUST US CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 662 | Common Collective Trust | — | — | $1.0B | 7.8% | |
| RUSSELL SMALL MID CAP SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $741.8M | 5.5% | |
| TARGET RETIREMENT 2040 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $665.5M | 5.0% | |
| TARGET RETIREMENT 2035 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $649.5M | 4.9% | |
| GLOBAL ALL CAP EQUITY EX-US SL CLII STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $593.6M | 4.4% | |
| TARGET RETIREMENT 2030 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $587.2M | 4.4% | |
| TARGET RETIREMENT 2045 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $540.9M | 4.0% | |
| WASHINGTON MUTUAL INVESTOR TRUST US CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 671 | Common Collective Trust | — | — | $432.3M | 3.2% | |
| ABBOTT LABORATORIES, COMMON SHARES | — | — | — | $390.4M | 2.9% | |
| TARGET RETIREMENT 2025 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $383.0M | 2.9% | |
| TARGET RETIREMENT 2050 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $377.0M | 2.8% | |
| TCW METWEST TOTAL RETURN BOND FUND CLASS A | — | — | — | $358.6M | 2.7% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $358.6M | 2.7% | |
| STABLE RETURN FUND W SEI TRUST COMPANY · EIN 47-6524425 / PN 001 | Common Collective Trust | — | — | $329.6M | 2.5% | |
| EUROPACIFIC GROWTH TRUST US CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $285.5M | 2.1% | |
| TARGET RETIREMENT 2055 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $236.0M | 1.8% | |
| U.S. BOND INDEX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $227.5M | 1.7% | |
| DIAMOND HILL SMALL-MID CAP WILMINGTON TRUST, N.A. · EIN 38-7275313 / PN 777 | Common Collective Trust | — | — | $221.0M | 1.7% | |
| TARGET RETIREMENT 2020 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $158.0M | 1.2% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $149.2M | 1.1% | |
| TARGET RETIREMENT 2060 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $129.2M | 1.0% | |
| MANAGED INCOME FUND CORE SEI TRUST COMPANY · EIN 52-2250939 / PN 001 | Common Collective Trust | — | — | $93.7M | 0.7% | |
| TARGET RETIREMENT INCOME SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $79.4M | 0.6% | |
| LOANS TO PARTICIPANTS | — | — | — | $76.7M | 0.6% | |
| TARGET RETIREMENT 2065 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $41.7M | 0.3% | |
| VANGUARD FEDERAL MONEY MARKET | — | — | — | $3.3M | <0.1% | |
| INTEREST BEARING CASH | — | — | — | $93K | <0.1% |
Related plans
Other plans using EMPOWER ADVISORY GROUP, LLC
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
TRINET HR III, INC.
TRINET 401(K) PLAN
$8.7B · 209,337 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
INTERNATIONAL PAPER COMPANY
INTERNATIONAL PAPER COMPANY SALARIED SAVINGS PLAN
$5.0B · 12,229 participants
Similar-size Manufacturing plans
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
GENENTECH, INC.
U.S. ROCHE 401(K) SAVINGS PLAN
$14.3B · 21,619 participants
MERCK & CO., INC.
MERCK US SAVINGS PLAN
$15.0B · 29,178 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
BRISTOL-MYERS SQUIBB COMPANY
BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST
$11.7B
BRISTOL-MYERS SQUIBB COMPANY
BRISTOL-MYERS SQUIBB SAVINGS AND INVESTMENT PROGRAM
$11.6B · 20,913 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B