401(k) · DOL Form 5500 · 2022
Halliburton Company 401(k) Plan
Data updated 2026-08-25
- $3.8B
- Total assets Very large vs avg
- 13,053
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $293,844
- Avg per participant High balance/head
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.
- #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.
- #891
- in Mining & Oil Extraction (892 peers)
- -16.4%
- assets change YoY
- 38×
- vs typical plan assets (national mean)
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.
Halliburton Retirement and Savings Plan's outsized position by total assets
Halliburton Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,835,544,000 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Halliburton Retirement and Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halliburton Retirement and Savings Plan is a mega filing (13,053 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 752677995 · Halliburton Company PY 2022 · 401(k)
Halliburton Retirement and Savings Plan · $3.8B · 13,053 · 100th
- EIN $3.8B
- RANK 13,053
- PHOTO 100th
- IND 401(k)
- EOY near United Airlines Flight Attendant 401(k) Plan
- 5500 ind #891
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Mining & Oil Extraction retirement plans → · Plans in Texas →
Halliburton Retirement and Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Halliburton Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.6B 17.965122097420007% vs 2022
- 2024 filing year
| 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.
- 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)
Halliburton Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is United Airlines Flight Attendant 401(k) Plan in IL ($3.9B); by covered participants it is Freedomrewards 401(k) Plan in IL (13,038 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.8B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (13,053 participants); asset peers above are excluded.
- Freedomrewards 401(k) Plan (IL) 13,038 · 15 off
- Centracare Health System Retirement Plan (MN) 13,035 · 18 off
- Molina Salary Savings Plan (CA) 13,081 · 28 off
- Variety Wholesalers, Inc. Retirement Savings 401(k) Plan (NC) 13,092 · 39 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.