401(k) · DOL Form 5500 · 2023
Halliburton Company 401(k) Plan
Data updated 2026-08-25
- $4.2B
- Total assets Very large vs avg
- 15,155
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $280,381
- Avg per participant High balance/head
Official DOL plan name: Halliburton Retirement and Savings Plan · Sponsored by Halliburton Company · Texas · Mining & Oil Extraction
$4.2B in assets, 15,155 participants
Halliburton Company's Halliburton Retirement and Savings Plan reported $4.2B in total assets and 15,155 participants in its 2023 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.
- #810 in Mining & Oil Extraction (811 peers)
Coverage in Texas
Halliburton Retirement and Savings Plan covers 15,155 participants in Texas, 22x the typical Texas plan (state average ~688 per filing). Assets: $4.2B.
- #810
- in Mining & Oil Extraction (811 peers)
- +10.8%
- assets growth YoY
- 43×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$4,249,181,000 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Halliburton Retirement and Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halliburton Retirement and Savings Plan is a mega filing (15,155 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Halliburton Retirement and Savings Plan reported net income rose from -$752M in the plan year 2022 filing to $415M in the plan year 2023 filing.
- Halliburton Retirement and Savings Plan reported participants rose from 13,053 in the plan year 2022 filing to 15,155 in the plan year 2023 filing.
- Halliburton Retirement and Savings Plan end-of-year assets rose from $3.8B in the plan year 2022 filing to $4.2B in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 752677995 · Halliburton Company PY 2023 · 401(k)
Halliburton Retirement and Savings Plan · $4.2B · 15,155 · 100th
- IND $4.2B
- EOY 15,155
- 5500 100th
- ASSETS 401(k)
- PCT near Pg&e Corporation Retirement Savings Plan
- EIN ind #810
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) | $3.8B |
|---|---|
| Net Assets (End of Year) | $4.2B |
| Net Income | $415M |
| 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 $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Halliburton Retirement and Savings Plan
Halliburton Retirement and Savings Plan reports $4.2B in end-of-year assets across 15,155 participants (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $280,381 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2023 was $415M.
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 | Open filing |
| 2023 | 15,155 | $4.2B | This page |
| 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 Pg&e Corporation Retirement Savings Plan in CA ($4.3B); by covered participants it is Coca-Cola Consolidated, Inc. 401(k) Plan in NC (15,141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.2B here).
- Pg&e Corporation Retirement Savings Plan (CA) $4.3B · 9,525
- Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan (IL) $4.3B · 17,767
- The Savings and Investment Plan (NY) $4.3B · 20,919
- Macys Inc 401(k) Retirement Investment Plan (OH) $4.3B · 120,254
Similar participant headcount
Nearest other-state filings by covered participants (15,155 participants); asset peers above are excluded.
- Coca-Cola Consolidated, Inc. 401(k) Plan (NC) 15,141 · 14 off
- Georgia-Pacific LLC 401(k) Retirement Savings Plan (GA) 15,180 · 25 off
- Newell Brands Employee Savings Plan (GA) 15,115 · 40 off
- Nextera Energy, Inc. Employee Retirement Savings Plan (FL) 15,212 · 57 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.