Money Purchase · DOL Form 5500 · 2023
Occidental Petroleum Corporation Money Purchase Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 8,018
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $140,732
- Avg per participant Near avg balance/head
Official DOL plan name: Occidental Petroleum Corporation Retirement Plan · Sponsored by Occidental Petroleum Corporation · Texas · Mining & Oil Extraction
$1.1B in assets, 8,018 participants
Occidental Petroleum Corporation's Occidental Petroleum Corporation Retirement Plan reported $1.1B in total assets and 8,018 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #794 in Mining & Oil Extraction (811 peers)
Coverage in Texas
Occidental Petroleum Corporation Retirement Plan covers 8,018 participants in Texas, 12x the typical Texas plan (state average ~688 per filing). Assets: $1.1B.
- #794
- in Mining & Oil Extraction (811 peers)
- +17.9%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Occidental Petroleum Corporation Retirement Plan's outsized position by total assets
Occidental Petroleum Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,128,386,882 Top 1% higher than 99% 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
Occidental Petroleum Corporation Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Occidental Petroleum Corporation Retirement Plan lands in the large band (8,018 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Occidental Petroleum Corporation Retirement Plan reported participants rose from N/A in the plan year 2022 filing to 8,018 in the plan year 2023 filing.
- Occidental Petroleum Corporation Retirement Plan reported net income rose from -$145M in the plan year 2022 filing to $171M in the plan year 2023 filing.
- Occidental Petroleum Corporation Retirement Plan end-of-year assets rose from $957M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
DOL schedule card
Filing strip 954035997 · Occidental Petroleum Corporation PY 2023 · Money Purchase
Occidental Petroleum Corporation Retirement Plan · $1.1B · 8,018 · 99th
- SCH $1.1B
- SCH 8,018
- SCH 99th
- SCH Money Purchase
- SCH near Iron Workers Locals 40, 361 & 417 Annuity Fund
- SCH ind #794
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 Petroleum Corporation Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $957M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $171M |
| Employer EIN | 954035997 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 936 | $3.9B |
| 2023 | 3 | 16,912 | $4.5B |
| 2024 | 3 | 17,545 | $4.9B |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Alcon Retirement Plan $974M · 9,494
- William Marsh Rice University Defined Contribution Retirement Plan $831M · 6,776
- Apache Corporation Money Purchase Retirement Plan $245M · 1,452
- Greater Texas IBEW NECA Annuity Plan $146M · 1,683
- South Central Annuity Fund $129M · 8,750
Scale composition for Occidental Petroleum Corporation Retirement Plan
Occidental Petroleum Corporation Retirement Plan reports $1.1B in end-of-year assets across 8,018 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $140,732 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2023 was $171M.
This plan identity (EIN 954035997, plan #060) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $957M to $1.3B (+33.6%) while covered participants moved from N/A to 7,877 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | N/A | $957M | Open filing |
| 2023 | 8,018 | $1.1B | This page |
| 2024 · index core | 7,877 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Occidental Petroleum Corporation Savings Plan (401(k), $3.5B, 8,835 participants)
- Occidental Petroleum Corporation Retirement Plan (Money Purchase, $1.3B, 7,877 participants)
Occidental Petroleum Corporation Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Iron Workers Locals 40, 361 & 417 Annuity Fund in NY ($1.2B); by covered participants it is The Johns Hopkins University Applied Physics Laboratory Pension Plan a in MD (7,852 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Iron Workers Locals 40, 361 & 417 Annuity Fund (NY) $1.2B · 4,998
- Scripps Health Retirement Savings Plan (CA) $1.2B · 15,132
- California Iron Workers Field Defined Contribution Pension Trust Fund (CA) $1.2B · 15,271
- Southern California IBEW-NECA Defined Contribution Plan (CA) $1.2B · 26,117
Similar participant headcount
Nearest other-state filings by covered participants (8,018 participants); asset peers above are excluded.
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) 7,852 · 166 off
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. (MA) 8,337 · 319 off
- Seafarers Money Purchase Pension Plan (MD) 7,644 · 374 off
- New England Electrical Workers Money Purchase Plan and Trust (CT) 8,403 · 385 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.