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Employer · plans filed under one EIN

Aramco Shared Benefits Company

Houston, TX · Mining

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$4.43Bnet assets across plans
5,497participant records3,181 active
$34.6Memployer contributions, latest plan years$10,878 per active record
$12.4MSchedule C compensation to organisations$2248.09 per participant record

Aramco Shared Benefits Company, based in Houston, Texas, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 5,497 participant records and $4.43B in net assets.

The largest is Aramco U.S. Savings Plan, a 401(k) plan with 3,703 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $34.6M and participant contributions $46.6M in the latest plan years; benefits paid were $481M. Schedule C compensation reported to service provider organisations totalled $12.4M.

Combined net assets moved from $4.83B in 2019 to $4.43B in 2024 (down 8%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Aramco U.S. Savings Plan401(k) plan20243,703$2.89B$780,267$19,605$76K
Aramco U.S. Retirement Income Plandefined benefit pension plan20241,794$1.54B$860,603$0$12.3M
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2019: $4.83B2020: $5.06B2021: $5.16B2022: $4.23B2023: $4.41B2024: $4.43B$4.83B$5.16B$4.43B2019202020222024
Combined net assets
2019: 6,9902020: 6,2752021: 5,8772022: 5,6502023: 5,6212024: 5,4976,9905,4972019202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202425,497$4.43B$34.6M$46.6M
202325,621$4.41B$76.1M$40.0M
202225,650$4.23B$77.5M$42.3M
202125,877$5.16B$29.3M$45.4M
202026,275$5.06B$34.0M$52.7M
201926,990$4.83B$138M$57.7M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
De Shaw Valence FundInvestment management1$2,765,623
JP Morgan Chase Bank N.A.Accounting (including auditing); Recordkeeping and information management; Consulting (pension); Custodial (securities)1$1,548,339
Jefferies International LimitedInvestment advisory (plan); Valuation (appraisals, etc.); Foreign entity1$952,034
Goldman Sachs Vintage VIIInvestment management; Foreign entity1$925,832
Pacific Investment Management PimcoInvestment management1$827,975
Related Fund Manager Core SmaInvestment management1$603,318
Partners Group Real Estate Sec 2017Investment management1$534,582
Magnetar Constellation FundInvestment management; Foreign entity1$403,615
Gateway Fund IIIInvestment management; Foreign entity1$360,748
Capula Global Relative Value FundInvestment management; Foreign entity1$348,925
Polymer Asia (Cayman) Fund Ltd.Investment management; Foreign entity1$336,485
Realterm LogisticsInvestment management1$257,729
The Vanguard Group Inc.Recordkeeping and information management; Trustee (directed)1$76,000

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

De Shaw Valence Fund$2.8M
JP Morgan Chase Bank N.A.$1.5M
Jefferies International Limited$952K
Goldman Sachs Vintage VII$926K
Pacific Investment Management Pimco$828K
Related Fund Manager Core Sma$603K
Partners Group Real Estate Sec 2017$535K
Magnetar Constellation Fund$404K

Questions and answers

How many retirement plans does Aramco Shared Benefits Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Aramco U.S. Savings Plan and Aramco U.S. Retirement Income Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Aramco Shared Benefits Company contribute to its plans?

$34,602,000 in employer contributions across these plans in their latest plan years, about $10,878 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name De Shaw Valence Fund, JP Morgan Chase Bank N.A., Jefferies International Limited and Goldman Sachs Vintage VII and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.