Exxon Mobil Corporation 401(k): best low-cost funds
Exxonmobil Savings Plan · Plan #334 · Spring, TX
Suggested simple Boglehead mix
- US stocks (~60%): NT S&P 500 Index Fund
- International stocks (~20-30%): NT World ex-US Investable Market Index Fund
- Bonds (~10-20%): NT Aggregate Bond Index Fund
Fund names from the plan's public SEC Form 11-K for plan year 2024 (Schedule H, line 4i schedule of assets / fund list). Confirm they are on your current menu and check expense ratios. Adjust the bond share for your age and risk tolerance.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| NT S&P 500 Index Fund index | Northern Trust Investments Inc. | Common/collective trust | $7.0B |
| NT Extended Equity MKT Index Fund index | Northern Trust Investments Inc. | Common/collective trust | $3.1B |
| NT World Ex-us Invest MKT Index index | Northern Trust Investments Inc. | Common/collective trust | $1.8B |
| NT Aggregate Bond Index Fund index | Northern Trust Investments Inc. | Common/collective trust | $1.2B |
| NT Government Stif | Northern Trust Investments Inc. | Common/collective trust | $294.0M |
| NT Core SL Stif | Northern Trust Investment Inc. | Common/collective trust | $2.0M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Common/collective trusts | $13.3B | 56.4% |
| Employer securities (company stock) | $7.2B | 30.3% |
| Participant loans | $119.0M | 0.5% |
Fees paid from plan assets
| Total administrative expenses | $0 |
Reported administrative expenses were about 0.000% of average plan assets, or about $0 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20251002123423NAL0000783584001. EIN 135409005.
FAQ
What are the best low-cost funds in the Exxon Mobil Corporation 401(k)?
Based on public filings, index options include NT S&P 500 Index Fund (US stocks), NT World ex-US Investable Market Index Fund (international stocks) and NT Aggregate Bond Index Fund (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Exxon Mobil Corporation 401(k)?
It appears so: the filing lists a US stock index fund, an international index fund and a bond index fund. The split between them depends on your own goals and risk tolerance.
How big is the Exxon Mobil Corporation 401(k) plan?
The plan reported about $23.6B in net assets and 35,454 participants with balances for plan year 2024, according to its DOL Form 5500 filing.
Where does this data come from?
From public U.S. Department of Labor Form 5500 filings (EFAST2) and, where noted, the plan's SEC Form 11-K. Data can be outdated or incomplete, and this page is not financial advice.
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