Savings Plan Account

ExxonMobil Savings Plan Account Information

Q. What makes up my Savings Plan Account?

A. You can have up to seven accounts in the Savings Plan. These are referred to collectively as your Savings Plan Account. Your Savings Plan Account is made up of your four non-Roth accounts and your three Roth accounts.

The general contents of the non-Roth accounts in the Savings Plan are as follows:

  • The Before-Tax Account contains employee before-tax contributions (including non-Roth catch-up contributions) and any earnings on those contributions.
  • The After-Tax Account contains 1987-and-later employee after-tax contributions and any earnings on those contributions.
  • The General Account contains the company match, any pre-2007 company match that was not directed to the Stock Match Account, rollover contributions from non-Roth accounts in other eligible plans, and any earnings on the match and/or contributions.
  • The Stock Match Account contains the company match provided in the form of ExxonMobil stock and any earnings on that stock. There are no new contributions to the Stock Match Account after December 31, 2006.

The general contents of the Roth accounts in the Savings Plan are as follows:

  • The Roth 401(k) Account contains employee Roth 401(k) contributions (including Roth catch-up contributions) and any earnings on those contributions.
  • The Roth Rollover Account contains rollover contributions from Roth accounts in other eligible plans (such as from former employers) and any earnings on those contributions.
  • The Roth Conversion Account contains assets you elect to convert from existing non-Roth accounts in the Savings Plan and any earnings on the converted amounts.

These accounts also contain funds from the former Exxon, Mobil, Paxon, AES, and XTO savings plans.

The chart below illustrates each account and its entire contents.