401(k) · DOL Form 5500 · 2024
Halliburton Company 401(k) Plan
Data updated 2026-08-11
- $4.5B
- Total assets
- 15,306
- Participants
- 100th
- Percentile by assets
- $296,392
- Avg per participant
Official DOL plan name: Halliburton Retirement and Savings Plan · Sponsored by Halliburton Company · Texas · Mining & Oil Extraction
$4.5B in assets, 15,306 participants
Halliburton Company's Halliburton Retirement and Savings Plan reported $4.5B in total assets and 15,306 participants in its 2024 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.
- 100th percentile by assets (of 123,622 plans)
- #784 in Mining & Oil Extraction (785 peers)
Coverage in Texas
Halliburton Retirement and Savings Plan covers 15,306 participants in Texas, 22x the typical Texas plan (state average ~688 per filing). Assets: $4.5B.
- $4.5B
- total plan assets (2024 EOY)
- 15,306
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $296,392
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Halliburton Retirement and Savings Plan reported net income fell from $415M in the plan year 2023 filing to $288M in the plan year 2024 filing.
- Halliburton Retirement and Savings Plan end-of-year assets rose from $4.2B in the plan year 2023 filing to $4.5B in the plan year 2024 filing.
- Halliburton Retirement and Savings Plan reported participants rose from 15,155 in the plan year 2023 filing to 15,306 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Halliburton Retirement and Savings Plan reports 15,306 participants - 22x that state average ($4.5B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $4.2B |
|---|---|
| Net Assets (End of Year) | $4.5B |
| Net Income | $288M |
| Employer EIN | 752677995 |
| Plan Effective Date | 1944-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Halliburton Company)
| 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.
Halliburton Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Scale composition for Halliburton Retirement and Savings Plan
Halliburton Retirement and Savings Plan reports $4.5B in end-of-year assets across 15,306 participants (0.037% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $296,392 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $288M.
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 | Open filing |
| 2024 · index core | 15,306 | $4.5B | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Halliburton Retirement and Savings Plan by total assets, not by location.
- The Principal Select Savings Plan (IA) $4.6B · 12,841
- Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan (IL) $4.6B · 17,271
- Bosch Savings Incentive Plan (IL) $4.6B · 14,888
- American International Group, Inc. Incentive Savings Plan (NY) $4.5B · 7,147
Frequently Asked Questions
How did Halliburton Retirement and Savings Plan assets move in 2024? ▼
How have Halliburton Company plan assets changed over time? ▼
Where does Halliburton Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Halliburton Retirement and Savings Plan? ▼
Next read for Halliburton Retirement and Savings Plan
Filing takeaways
Ways to act on Halliburton Retirement and Savings Plan's numbers.
- By total assets, Halliburton Retirement and Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Halliburton Company's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans