Defined Benefit (Pension) · DOL Form 5500 · 2024

Halliburton Company Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
16
Participants Small participant base
78th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Halliburton Retirement Plan · Sponsored by Halliburton Company · Texas · Mining & Oil Extraction

$32M in assets, 16 participants

Halliburton Company's Halliburton Retirement Plan reported $32M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

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

Where Halliburton Retirement Plan sits by assets

Halliburton Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 16 participants (~$2.0M/participant), down 14.0% in 2024.

#497
in Mining & Oil Extraction (785 peers)
-14.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Halliburton Retirement Plan's outsized position by total assets

Halliburton Retirement Plan vs every filed plan by assets

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

$31,669,000 Top 22% higher than 78% 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

Halliburton 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. Halliburton Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Halliburton Retirement Plan reported net income fell from $385K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Halliburton Retirement Plan end-of-year assets fell from $37M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Halliburton Retirement Plan reported participants fell from 17 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752677995 · Halliburton Company PY 2024 · Defined Benefit (Pension)

Halliburton Retirement Plan · $32M · 16 · 78th

  • ASSETS $32M
  • PCT 16
  • EIN 78th
  • RANK Defined Benefit (Pension)
  • PHOTO near Abb Inc. Pension Plan of Fischer & Porter Company
  • IND ind #497

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 →

Halliburton Retirement Plan in the asset neighbourhood

Employees' Retirement Plan of Hartley & Parker Limited, Inc.Employees' Retirement Plan o…$32MHalliburton Retirement Plan$32MAbb Inc. Pension Plan of Fischer & Porter CompanyAbb Inc. Pension Plan of Fis…$32MNew Mexico Orthopaedic Associates, P.C. Defined Benefit PlanNew Mexico Orthopaedic Assoc…$32MPension Plan for Employees of Coca-Cola Beverages Northeast, Inc.Pension Plan for Employees o…$32M
End-of-year total assets ($M) among Halliburton Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$5M
Employer EIN752677995
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halliburton Company)

Sponsor-wide plan assets over time

All Halliburton Company plans reported in each filing year

Latest sponsor-wide plan assets
$4.6B 17.965122097420007% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B 202220232024 $3.88B $4.57B ▲ +17.8%
Year Plans Participants Total Assets
2022 3 13,140 $3.9B
2023 3 15,239 $4.3B
2024 3 15,378 $4.6B

Nearby Defined Benefit (Pension) Plans in Texas

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

Halliburton Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Halliburton Retirement Plan, Total assets ($B): 0.031669 · Participants: 16Halliburton Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Halliburton Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Halliburton Retirement Plan side-by-side with 3 peers →

Halliburton Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Abb Inc. Pension Plan of Fischer & Porter Company in NC ($32M); by covered participants it is Pension Plan of the Genesee Valley Presbyterian Nursing Center in NY (16 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 Halliburton Retirement Plan assets move in 2024? ▼
Halliburton Retirement Plan pulled back noticeably - down 14.0% during 2024, from $37M to $32M. Reported net income was -$5M.
How have Halliburton Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halliburton Company's sponsor-wide assets grew 18.0%, from $3.9B to $4.6B.
Where does Halliburton Retirement Plan rank by assets among Form 5500 filers? ▼
Halliburton Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Halliburton Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abb Inc. Pension Plan of Fischer & Porter Company in NC ($32M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Halliburton Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of the Genesee Valley Presbyterian Nursing Center in NY (16 participants, N/A 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 752677995.

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.