401(k) · DOL Form 5500 · 2022
Halliburton Company 401(k) Plan
Data updated 2026-08-11
- $3.8B
- Total assets
- 13,053
- Participants
- 100th
- Percentile by assets
- $293,844
- Avg per participant
Official DOL plan name: Halliburton Retirement and Savings Plan · Sponsored by Halliburton Company · Texas · Mining & Oil Extraction
$3.8B in assets, 13,053 participants
Halliburton Company's Halliburton Retirement and Savings Plan reported $3.8B in total assets and 13,053 participants in its 2022 DOL Form 5500 filing, ranking in the 100th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 100th percentile by assets (of 139,126 plans)
- #891 in Mining & Oil Extraction (892 peers)
Coverage in Texas
Halliburton Retirement and Savings Plan covers 13,053 participants in Texas, 19x the typical Texas plan (state average ~688 per filing). Assets: $3.8B.
- $3.8B
- total plan assets (2022 EOY)
- 13,053
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $293,844
- avg assets per participant
The plan reported a net loss of $752M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Halliburton Retirement and Savings Plan reports 13,053 participants - 19x that state average ($3.8B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $4.6B |
|---|---|
| Net Assets (End of Year) | $3.8B |
| Net Income | -$752M |
| Employer EIN | 752677995 |
| Plan Effective Date | 1944-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Halliburton Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,140 | $3.9B |
| 2023 | 3 | 15,239 | $4.3B |
| 2024 | 3 | 15,378 | $4.6B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Halliburton Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Scale composition for Halliburton Retirement and Savings Plan
Halliburton Retirement and Savings Plan reports $3.8B in end-of-year assets across 13,053 participants (0.031% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $293,844 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2022 was -$752M.
This plan identity (EIN 752677995, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.8B to $4.5B (+18.3%) while covered participants moved from 13,053 to 15,306 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,053 | $3.8B | This page |
| 2023 | 15,155 | $4.2B | Open filing |
| 2024 · index core | 15,306 | $4.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Halliburton Retirement and Savings Plan (401(k), $4.5B, 15,306 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Halliburton Retirement and Savings Plan by total assets, not by location.
- United Airlines Flight Attendant 401(k) Plan (IL) $3.9B · 23,146
- American International Group, Inc. Incentive Savings Plan (NY) $3.9B · 16,309
- Bloomberg L.P. 401(k) Plan (NY) $3.8B · 12,457
- Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan (IL) $3.8B · 12,263
Frequently Asked Questions
How did Halliburton Retirement and Savings Plan assets move in 2022? ▼
How have Halliburton Company plan assets changed over time? ▼
Where does Halliburton Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Halliburton Retirement and Savings Plan? ▼
Next read for Halliburton Retirement and Savings Plan
Filing takeaways
Ways to act on Halliburton Retirement and Savings Plan's numbers.
- By total assets, Halliburton Retirement and Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Halliburton Company's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans