Texas › Manufacturing › 25,000 or more participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Exxonmobil Savings Plan
Sponsored by Exxon Mobil Corporation, Spring, TX
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2024, Exxonmobil Savings Plan covered 37,812 participants and held $23.6B in net assets. The plan is an ESOP with a 401(k) feature sponsored by Exxon Mobil Corporation of Spring, Texas.
Net assets came to $625,145 per participant, well above the $62,774 median for defined contribution plans with 25,000 or more participants and well above the $62,303 median for defined contribution plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The employer contributed $276M during the year, or $11,514 per active participant against a same-size median of $2,417; participants contributed $439M and $33.0M arrived as rollovers and other contributions. Benefits paid out totalled $2.13B.
Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $1.0M: $26.89 per participant, well below the same-size median of $36.41. Administrative expenses charged to the plan were $0. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $17.9B in 2009 to $23.6B in 2024 (up 32%), and participants from 42,538 to 37,812 (down 11%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $625,145 | $62,774 | $62,303 | $53,102 |
| Employer contributions per active participant | $11,514 | $2,417 | $2,187 | $2,175 |
| Schedule C compensation per participant | $26.89 | $36.41 | $136 | $123 |
| Schedule C compensation, share of net assets | 0.00% | 0.07% | 0.24% | 0.26% |
| Administrative expenses per participant | — | $38.81 | $131 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 25,000 or more participants (608 plans), manufacturing (11,377) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 37,812 | $23.6B | $625,145 | $276M | $439M | $1.0M |
| 2023 | 36,452 | $21.8B | $599,062 | $266M | $425M | $821K |
| 2022 | 38,501 | $21.2B | $550,453 | $249M | $404M | $360K |
| 2021 | 38,672 | $20.0B | $517,687 | $52.0M | $421M | $496K |
| 2020 | 41,470 | $17.7B | $426,839 | $240M | $493M | $536K |
| 2019 | 44,345 | $19.4B | $436,644 | $302M | $484M | $426K |
| 2018 | 43,147 | $17.5B | $404,849 | $279M | $450M | $459K |
| 2017 | 42,766 | $20.7B | $483,725 | $273M | $442M | $444K |
| 2016 | 43,663 | $21.4B | $490,713 | $287M | $466M | $353K |
| 2015 | 44,882 | $19.7B | $439,330 | $298M | $486M | $878K |
| 2014 | 43,928 | $22.3B | $507,581 | $291M | $473M | $1.0M |
| 2013 | 44,023 | $23.7B | $539,400 | $286M | $466M | $915K |
| 2012 | 44,351 | $21.2B | $477,554 | $283M | $463M | $795K |
| 2011 | 45,194 | $21.2B | $469,885 | $278M | $453M | $652K |
| 2010 | 42,251 | $19.0B | $449,717 | $258M | $422M | $299K |
| 2009 | 42,538 | $17.9B | $420,401 | $256M | $421M | $216K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$21,837,000,000
- Employer contributions$276,000,000
- Participant contributions$439,000,000
- Rollovers and other contributions$33,000,000
- Total contributions$748,000,000
- Total income, including investment results$3,766,000,000
- Benefits paid$2,129,000,000
- Administrative expenses$0
- Total expenses$2,129,000,000
- Net income$1,637,000,000
- Net transfers$164,000,000
- Net assets, end of year$23,638,000,000
Participants
- Active participants23,971
- Retired or separated, receiving benefits8
- Retired or separated, entitled to future benefits13,833
- Participants with account balances35,454
- Total participants, end of year37,812
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Northern Trust Corporation | Investment management | $516,433 | $0 |
| Voya Institutional Plan Services | Contract Administrator | $303,190 | $0 |
| Citigroup Global Markets Inc. | Securities brokerage | $197,085 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Common/collective trusts$13.3B · 56.2%
- Employer securities$7.17B · 30.2%
- U.S. Government securities$2.89B · 12.2%
- Receivables$169M · 0.7%
- Participant loans$119M · 0.5%
- Corporate debt instruments$34.0M · 0.1%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmPricewaterhouseCoopers LLC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2FERISA section 404(c) plan2GTotal participant-directed account plan2IStock bonus2JCode section 401(k) feature2KCode section 401(m) arrangement2OESOP other than a leveraged ESOP3HPlan sponsor(s) is (are) a member(s) of a controlled group3JU.S.-based plan that covers residents of Puerto Rico and is qualified under both codes2EProfit-sharing plan3FPlan sponsor(s) received services of leased employees
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 324110: Petroleum Refineries (including integrated).
Other plans of Exxon Mobil Corporation
| Plan | Participants | Net assets |
|---|---|---|
| Exxonmobil Pension Plan | 60,890 | $11.2B |
Similar plans in Texas
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Dell Inc. 401(k) Plan | Dell Inc. | 58,607 | $14.6B | $249,769 |
| Chevron Employee Savings Investment Plan | Chevron Corporation | 35,035 | $20.4B | $581,667 |
| Caterpillar 401(k) Savings Plan | Caterpillar Inc. | 59,937 | $23.0B | $384,099 |
| HP Inc. 401(k) Plan | HP Inc. | 33,749 | $10.9B | $321,576 |
| Tesla, Inc. 401(k) Plan | Tesla, Inc. | 95,640 | $3.21B | $33,553 |
| Keurig DR Pepper 401(k) Plan | Keurig DR Pepper Inc. | 26,131 | $1.90B | $72,529 |
Defined contribution plans in manufacturing closest in size.
Questions and answers
How big is Exxonmobil Savings Plan?
37,812 participants at the end of the plan year ending 31 Dec 2024, of whom 23,971 were active employees, with net assets of $23,638,000,000. Among defined contribution plans that places it in the 25,000 or more participants band, which held 608 plans in plan year 2024.
What does Exxon Mobil Corporation contribute per participant?
The filing reports $276,000,000 in employer contributions for the year, which is $11,514 per active participant; the median for plans of the same type and size was $2,417 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $1,016,708 in compensation to service provider organisations, $26.89 per participant or 0.00% of net assets. The same-size median among plans reporting any Schedule C compensation was $36.41 per participant. Administrative expenses on Schedule H were $0. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Exxon Mobil Corporation. Recordkeeping or administration: Voya Institutional Plan Services. Investment advisory or management: Northern Trust Corporation. The financial statements were audited by PricewaterhouseCoopers LLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 2 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 13-5409005, plan 334, received 2 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.