401(k) · DOL Form 5500 · 2024

Battalion Oil Corporation 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
38
Participants Small participant base
68th
Percentile by assets National rank
$463,657
Avg per participant High balance/head
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Official DOL plan name: Battalion Oil Corporation 401(k) Plan Retirement Plan · Sponsored by Battalion Oil Corporation · Texas · Mining & Oil Extraction

$18M in assets, 38 participants

Battalion Oil Corporation's Battalion Oil Corporation 401(k) Plan Retirement Plan reported $18M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #388 in Mining & Oil Extraction (785 peers)

What the 2024 filing shows

Battalion Oil Corporation 401(k) Plan Retirement Plan holds $18M for 38 participants - about $463,657 per participant, above the median plan by assets.

#388
in Mining & Oil Extraction (785 peers)
+7.9%
assets growth YoY

Battalion Oil Corporation 401(k) Plan Retirement Plan's outsized position by total assets

Battalion Oil Corporation 401(k) Plan Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,618,954 Top 32% higher than 68% of 123,620 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 2024

Battalion Oil Corporation 401(k) Plan Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Battalion Oil Corporation 401(k) Plan Retirement Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Battalion Oil Corporation 401(k) Plan Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Battalion Oil Corporation 401(k) Plan Retirement Plan reported participants fell from 62 in the plan year 2023 filing to 38 in the plan year 2024 filing.
  • Battalion Oil Corporation 401(k) Plan Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 200700684 · Battalion Oil Corporation PY 2024 · 401(k)

Battalion Oil Corporation 401(k) Plan Retirement Plan · $18M · 38 · 68th

  • VS-ST $18M
  • VS-ST 38
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Jarrett Enterprises 401(k) Profit Sharing Plan
  • VS-ST ind #388

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 →

Battalion Oil Corporation 401(k) Plan Retirement Plan in the asset neighbourhood

Battalion Oil Corporation 401(k) Plan Retirement PlanBattalion Oil Corporation 40…$18MJarrett Enterprises 401(k) Profit Sharing PlanJarrett Enterprises 401(k) P…$18MSolvay Bank Employees Savings and Protection PlanSolvay Bank Employees Saving…$18MGold Star Foods 401(k) Retirement Savings PlanGold Star Foods 401(k) Retir…$18MFamily Care Health Centers Retirement PlanFamily Care Health Centers R…$18M
End-of-year total assets ($M) among Battalion Oil Corporation 401(k) Plan Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN200700684
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Battalion Oil Corporation)

Sponsor-wide plan assets over time

All Battalion Oil Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$18M 0.18772381870267849% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $17.6M $17.6M ▲ +0.2%
Year Plans Participants Total Assets
2022 1 58 $18M
2023 1 62 $16M
2024 1 38 $18M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Battalion Oil Corporation 401(k) Plan Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Battalion Oil Corporation 401(k) Plan Retirement Plan, Total assets ($B): 0.017618954 · Participants: 38Battalion Oil Corporation 401(k) Plan Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Battalion Oil Corporation 401(k) Plan Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Battalion Oil Corporation 401(k) Plan Retirement Plan side-by-side with 3 peers →

Battalion Oil Corporation 401(k) Plan Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jarrett Enterprises 401(k) Profit Sharing Plan in FL ($18M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Battalion Oil Corporation 401(k) Plan Retirement Plan assets move in 2024? ▼
Battalion Oil Corporation 401(k) Plan Retirement Plan grew at a solid clip - up 7.9% during 2024, from $16M to $18M. Reported net income was $1M.
How have Battalion Oil Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Battalion Oil Corporation's sponsor-wide assets grew 0.2%, from $18M to $18M.
Which 401(k) plans are similar in size to Battalion Oil Corporation 401(k) Plan Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jarrett Enterprises 401(k) Profit Sharing Plan in FL ($18M, 505 participants).
Which 401(k) plans cover a similar participant headcount to Battalion Oil Corporation 401(k) Plan Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200700684.

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.