ExxonMobil Pension Plan vs Caterpillar Inc. Retirement Income Plan
Side-by-side pension health comparison from DOL and public plan data
ExxonMobil Pension Plan (A) and Caterpillar Inc. Retirement Income Plan (A) are close on the LakeQuality rubric. Funding ratios sit at 114% and 106% respectively — within a few points of each other.
With grades this close, the comparison turns on plan-specific factors: status (active vs frozen), participant maturity, sponsor financial health, and multi-year trajectory rather than the headline composite.
Verdict
ExxonMobil Pension Plan has a stronger Pension Health Score of 100/100 (A) compared to Caterpillar Inc. Retirement Income Plan at 100/100 (A). Funding ratios differ by 7.6 percentage points (113.8% vs 106.2%). ExxonMobil Pension Plan covers 61,475 participants.
| Metric | ExxonMobil Pension Plan | Caterpillar Inc. Retirement Income Plan |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 100/100 (A) | 100/100 (A) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 113.8%* | 106.2% |
| Total Assets | $11.4B | $9.8B |
| Total Liabilities | $10.0B | $9.2B* |
| Unfunded Liability | $0 | $0 |
| Participants | 61,475 | 39,566 |
| 1-Year Investment Return | 7.4%* | 6.7% |
| Plan Type | corporate | corporate |
| PBGC Risk Level | low | low |
| Sponsor | ExxonMobil | Caterpillar Inc. |
ExxonMobil Pension Plan has a stronger Pension Health Score of 100/100 (A) compared to Caterpillar Inc. Retirement Income Plan at 100/100 (A). Funding ratios differ by 7.6 percentage points (113.8% vs 106.2%). ExxonMobil Pension Plan covers 61,475 participants.
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