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Original filing (PDF)20250630092355NAL0006197987001
MURPHY OIL CORPORATION
Form 5500
FILING_RECEIVED
THE MURPHY OIL CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
693
Accounts w/ balance
1,054
Plan assets (EOY)
$216.7M
Net assets (EOY)
$216.7M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 26% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MURPHY OIL CORPORATION.
Plan sponsor
Name
MURPHY OIL CORPORATION
EIN
71-0361522
Address
ATTN DOUGLAS LAHMAN · 9805 KATY FREEWAY, SUITE G-200 · HOUSTON, TX · 77024
Phone
(281) 675-9000
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
2025-06-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$132K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
30 direct securities · 1 pooled fund· $221.1M(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.
Uncategorized
$204.4M
30 holdings
Common Collective Trust
$16.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | 270,858 | — | $55.3M | 25.5% | |
| Managed Income Portfolio II Class 1 | — | 16,752,607 | — | $16.8M | 7.7% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $16.8M | 7.7% | |
| Murphy Stock Fund | — | 529,241 | — | $16.0M | 7.4% | |
| Fidelity Freedom 2040 Fund Class K6 | — | 1,057,581 | — | $12.2M | 5.6% | |
| Fidelity Mid Cap Index Fund | — | 356,874 | — | $12.1M | 5.6% | |
| Fidelity Freedom 2045 Fund Class K6 | — | 883,124 | — | $11.8M | 5.5% | |
| Fidelity Freedom 2050 Fund Class K6 | — | 865,099 | — | $11.8M | 5.4% | |
| Murphy USA Stock Fund | — | 19,253 | — | $9.7M | 4.5% | |
| Fidelity Freedom 2030 Fund Class K6 | — | 439,259 | — | $7.7M | 3.5% | |
| Fidelity Freedom 2055 Fund Class K6 | — | 441,876 | — | $7.0M | 3.2% | |
| Fidelity Diversified International K6 Fund | — | 457,600 | — | $6.5M | 3.0% | |
| Fidelity Small Cap Index Fund | — | 213,340 | — | $5.9M | 2.7% | |
| Fidelity Freedom 2025 Fund Class K6 | — | 377,882 | — | $5.1M | 2.4% | |
| Fidelity Government Money Market Fund Class K6 | — | 3,266,601 | — | $3.3M | 1.5% | |
| PIMCO Total Return Fund Class A | — | 357,613 | — | $3.0M | 1.4% | |
| Fidelity Freedom 2020 Fund Class K6 | — | 207,986 | — | $3.0M | 1.4% | |
| Fidelity U.S. Bond Index Fund | — | 228,752 | — | $2.3M | 1.1% | |
| MFS Massachusetts Investors Growth Stock Fund Class R6 | — | 50,215 | — | $2.2M | 1.0% | |
| Participant Notes Receivable | — | — | — | $2.2M | 1.0% | |
| PIMCO Income Fund Class A | — | 173,996 | — | $1.8M | 0.8% | |
| Fidelity BrokerageLink | — | 1,776,956 | — | $1.8M | 0.8% | |
| Fidelity Freedom 2060 Fund Class K6 | — | 119,006 | — | $1.7M | 0.8% | |
| Fidelity Freedom Income Fund Class K6 | — | 140,755 | — | $1.5M | 0.7% | |
| Eaton Vance Large-Cap Value Fund Class R6 | — | 54,991 | — | $1.4M | 0.6% | |
| Fidelity Freedom 2015 Fund Class K6 | — | 72,036 | — | $817K | 0.4% | |
| Fidelity Freedom 2065 Fund Class K6 | — | 48,233 | — | $639K | 0.3% | |
| Fidelity International Index Fund | — | 11,305 | — | $537K | 0.2% | |
| Fidelity GNMA | — | 27,335 | — | $273K | 0.1% | |
| Fidelity Freedom 2010 Fund Class K6 | — | 9,273 | — | $128K | <0.1% | |
| Fidelity Government Cash Reserves | — | 1,020 | — | $1K | <0.1% |