Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OCCIDENTAL PETROLEUM CORPORATION

This Defined Benefit (Pension) plan holds $68M in total assets and serves 876 participants as of 2023. It is sponsored by OCCIDENTAL PETROLEUM CORPORATION in Texas. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$68M
Participants
876
State
Industry
Mining & Oil Extraction

What the Filing Says About OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN

OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by OCCIDENTAL PETROLEUM CORPORATION, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $68M in total end-of-year assets and covers 876 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 954035997, and the plan has been effective since 1997-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2023 to $68M at year-end — a gain of 6.3%. Net assets (after liabilities) closed the year at $68M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$64M
Total Assets (End of Year)$68M
Net Assets (End of Year)$68M
Net Income$4M
Plan TypeDefined Benefit (Pension)
Employer EIN954035997
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OCCIDENTAL PETROLEUM CORPORATION)

Year Plans Participants Total Assets
2022 3 936 $3.9B
2023 3 16,912 $4.5B
2024 3 17,545 $4.9B

Nearby Defined Benefit (Pension) Plans in Texas

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

Frequently Asked Questions

How much money is in the OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN?
As of the 2023 Form 5500 filing, OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN holds $68M in total assets with 876 participants. It is sponsored by OCCIDENTAL PETROLEUM CORPORATION.
What type of plan is OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN?
OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1997-03-01. The plan is filed with the U.S. Department of Labor under EIN 954035997.
Who sponsors the OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN?
OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN is sponsored by OCCIDENTAL PETROLEUM CORPORATION, located in Texas. The sponsor's EIN is 954035997 and the plan operates in the Mining & Oil Extraction industry.
How did OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN perform in 2023?
OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN grew by 6.3% during 2023, moving from $64M to $68M in total assets. Net income was $4M.
Where can I find official filings for OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN?
Official Form 5500 filings for OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 954035997 or plan name at efast.dol.gov.
How does OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN compare to other plans?
You can compare OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 954035997.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.