Defined Benefit (Pension) · DOL Form 5500 · 2023

Halliburton Company Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
17
Participants Small participant base
82nd
Percentile by assets National rank
$2.2M
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

$37M in assets, 17 participants

Halliburton Company's Halliburton Retirement Plan reported $37M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #542 in Mining & Oil Extraction (811 peers)

Where Halliburton Retirement Plan sits by assets

Halliburton Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 17 participants (~$2.2M/participant), up 1.1% in 2023.

#542
in Mining & Oil Extraction (811 peers)
+1.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$36,822,000 Top 18% higher than 82% of 127,068 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 2023

Halliburton Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halliburton Retirement Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halliburton Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $385K in the plan year 2023 filing.
  • Halliburton Retirement Plan reported participants fell from 21 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Halliburton Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752677995 · Halliburton Company PY 2023 · Defined Benefit (Pension)

Halliburton Retirement Plan · $37M · 17 · 82nd

  • PART $37M
  • PART 17
  • PART 82nd
  • PART Defined Benefit (Pension)
  • PART near Local 522 Pension Fund Roofers Division
  • PART ind #542

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

Rts Packaging, LLC Consolidated Pension PlanRts Packaging, LLC Consolida…$37ML3harris Combat Propulsion Systems Pension PlanL3harris Combat Propulsion S…$37MHuron Valley Steel Corporation Employees' Retirement PlanHuron Valley Steel Corporati…$37MHalliburton Retirement Plan$37MLocal 522 Pension Fund Roofers DivisionLocal 522 Pension Fund Roofe…$37M
End-of-year total assets ($M) among Halliburton Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$37M
Net Income$385K
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 -10010203040 Total assets ($B) Participants Halliburton Retirement Plan, Total assets ($B): 0.036822 · Participants: 17Halliburton Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp 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 Local 522 Pension Fund Roofers Division in NY ($37M); by covered participants it is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Halliburton Retirement Plan edged up modestly - up 1.1% during 2023, from $36M to $37M. Reported net income was $385K.
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 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Local 522 Pension Fund Roofers Division in NY ($37M, 301 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 Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.