Defined Benefit (Pension) · DOL Form 5500 · 2022

Halliburton Company Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
21
Participants Small participant base
85th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Halliburton Retirement Plan · Sponsored by Halliburton Company · Texas · Mining & Oil Extraction

$36M in assets, 21 participants

Halliburton Company's Halliburton Retirement Plan reported $36M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #652 in Mining & Oil Extraction (892 peers)

Where Halliburton Retirement Plan sits by assets

Halliburton Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 21 participants (~$1.7M/participant), down 28.3% in 2022.

#652
in Mining & Oil Extraction (892 peers)
-28.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Halliburton Retirement Plan's outsized position by total assets

Halliburton Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,415,000 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Halliburton Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halliburton Retirement Plan is a small filing (21 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752677995 · Halliburton Company PY 2022 · Defined Benefit (Pension)

Halliburton Retirement Plan · $36M · 21 · 85th

  • EOY $36M
  • 5500 21
  • ASSETS 85th
  • PCT Defined Benefit (Pension)
  • EIN near Jamaica Bearings Co., Inc. Pension Trust
  • RANK ind #652

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 Plan in the asset neighbourhood

Pension Plan for Employees of Unisource Energy ServicesPension Plan for Employees o…$36MHalliburton Retirement Plan$36MJamaica Bearings Co., Inc. Pension TrustJamaica Bearings Co., Inc. P…$36MBoart Longyear Company Pension Plan and TrustBoart Longyear Company Pensi…$36MCrescent Plastics, Inc. Employees Retirement PlanCrescent Plastics, Inc. Empl…$36M
End-of-year total assets ($M) among Halliburton Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$36M
Net Income-$14M
Employer EIN752677995
Plan Effective Date1991-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B 202220232024 $3.88B $4.57B ▲ +17.8%
Year Plans Participants Total Assets
2022 3 13,140 $3.9B
2023 3 15,239 $4.3B
2024 3 15,378 $4.6B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Halliburton Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Halliburton Retirement Plan, Total assets ($B): 0.036415 · Participants: 21Halliburton Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Halliburton Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Halliburton Retirement Plan side-by-side with 3 peers →

Halliburton Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Jamaica Bearings Co., Inc. Pension Trust in NY ($36M); by covered participants it is Rwk Tool, Inc. Cash Balance Pension Plan in CT (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Halliburton Retirement Plan assets move in 2022? ▼
Halliburton Retirement Plan declined sharply - down 28.3% during 2022, from $51M to $36M. Reported net income was -$14M.
How have Halliburton Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halliburton Company's sponsor-wide assets grew 18.0%, from $3.9B to $4.6B.
Where does Halliburton Retirement Plan rank by assets among Form 5500 filers? ▼
Halliburton Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Halliburton Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jamaica Bearings Co., Inc. Pension Trust in NY ($36M, 110 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Halliburton Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rwk Tool, Inc. Cash Balance Pension Plan in CT (21 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752677995.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.