Defined Benefit (Pension) · DOL Form 5500 · 2023

Occidental Petroleum Corporation Pension Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
876
Participants Near avg headcount
88th
Percentile by assets National rank
$77,675
Avg per participant Below avg balance/head
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Official DOL plan name: Occidental Oil & Gas Consolidated Retirement Plan · Sponsored by Occidental Petroleum Corporation · Texas · Mining & Oil Extraction

$68M in assets, 876 participants

Occidental Petroleum Corporation's Occidental Oil & Gas Consolidated Retirement Plan reported $68M in total assets and 876 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

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

Where Occidental Oil & Gas Consolidated Retirement Plan sits by assets

Occidental Oil & Gas Consolidated Retirement Plan sits in the top quartile of all filed plans by assets, $68M for 876 participants (~$77,675/participant), up 6.3% in 2023.

#624
in Mining & Oil Extraction (811 peers)
+6.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Occidental Oil & Gas Consolidated Retirement Plan's outsized position by total assets

Occidental Oil & Gas Consolidated Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$68,043,123 Top 12% higher than 88% 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

Occidental Oil & Gas Consolidated Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Occidental Oil & Gas Consolidated Retirement Plan sits mid-pack in the medium band (876 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Occidental Oil & Gas Consolidated Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Occidental Oil & Gas Consolidated Retirement Plan reported participants fell from 936 in the plan year 2022 filing to 876 in the plan year 2023 filing.
  • Occidental Oil & Gas Consolidated Retirement Plan end-of-year assets rose from $64M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954035997 · Occidental Petroleum Corporation PY 2023 · Defined Benefit (Pension)

Occidental Oil & Gas Consolidated Retirement Plan · $68M · 876 · 88th

  • SCH $68M
  • SCH 876
  • SCH 88th
  • SCH Defined Benefit (Pension)
  • SCH near Amalgamated Sugar Company Salaried Retirement Plan
  • SCH ind #624

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 →

Occidental Oil & Gas Consolidated Retirement Plan in the asset neighbourhood

Plumbers & Steamfitters Pension Fund Local Union 373Plumbers & Steamfitters Pens…$68MOccidental Oil & Gas Consolidated Retirement PlanOccidental Oil & Gas Consoli…$68MAmalgamated Sugar Company Salaried Retirement PlanAmalgamated Sugar Company Sa…$68MUpper Peninsula Plumbers & Pipefitters Pension PlanUpper Peninsula Plumbers & P…$68MGraymont U.S.Non-Union Defined Benefit Pension PlanGraymont U.S.Non-Union Defin…$68M
End-of-year total assets ($M) among Occidental Oil & Gas Consolidated 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)$64M
Net Assets (End of Year)$68M
Net Income$4M
Employer EIN954035997
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Occidental Petroleum Corporation)

Sponsor-wide plan assets over time

All Occidental Petroleum Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4.9B 23.84685698859241% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B 202220232024 $3.94B $4.88B ▲ +23.9%
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.

Occidental Oil & Gas Consolidated Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Occidental Oil & Gas Consolidated Retirement Plan, Total assets ($B): 0.068043123 · Participants: 876Occidental Oil & Gas Consolidated 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
Occidental Oil & Gas Consolidated Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Occidental Oil & Gas Consolidated Retirement Plan side-by-side with 3 peers →

Occidental Oil & Gas Consolidated Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Amalgamated Sugar Company Salaried Retirement Plan in ID ($68M); by covered participants it is Modine Manufacturing Company Frozen Pension Plan in MS (876 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (876 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 Occidental Oil & Gas Consolidated Retirement Plan assets move in 2023? ▼
Occidental Oil & Gas Consolidated Retirement Plan grew at a solid clip - up 6.3% during 2023, from $64M to $68M. Reported net income was $4M.
How have Occidental Petroleum Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Occidental Petroleum Corporation's sponsor-wide assets grew 23.8%, from $3.9B to $4.9B.
Where does Occidental Oil & Gas Consolidated Retirement Plan rank by assets among Form 5500 filers? ▼
Occidental Oil & Gas Consolidated Retirement Plan ranks in the 88th 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 Occidental Oil & Gas Consolidated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amalgamated Sugar Company Salaried Retirement Plan in ID ($68M, 98 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Occidental Oil & Gas Consolidated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Modine Manufacturing Company Frozen Pension Plan in MS (876 participants, $161M 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 954035997.

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.