Money Purchase · DOL Form 5500 · 2024
Occidental Petroleum Corporation Money Purchase Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 7,877
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $162,316
- Avg per participant Above avg balance/head
Official DOL plan name: Occidental Petroleum Corporation Retirement Plan · Sponsored by Occidental Petroleum Corporation · Texas · Mining & Oil Extraction
$1.3B in assets, 7,877 participants
Occidental Petroleum Corporation's Occidental Petroleum Corporation Retirement Plan reported $1.3B in total assets and 7,877 participants in its 2024 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.
- #771 in Mining & Oil Extraction (785 peers)
Coverage in Texas
Occidental Petroleum Corporation Retirement Plan covers 7,877 participants in Texas, 11x the typical Texas plan (state average ~688 per filing). Assets: $1.3B.
- #771
- in Mining & Oil Extraction (785 peers)
- +13.3%
- assets growth YoY
- 13×
- 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 2024 · DOL Form 5500
$1,278,563,146 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Occidental Petroleum Corporation Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (7,877 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Occidental Petroleum Corporation Retirement Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- Occidental Petroleum Corporation Retirement Plan reported net income fell from $171M in the plan year 2023 filing to $150M in the plan year 2024 filing.
- Occidental Petroleum Corporation Retirement Plan reported participants fell from 8,018 in the plan year 2023 filing to 7,877 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 954035997 · Occidental Petroleum Corporation PY 2024 · Money Purchase
Occidental Petroleum Corporation Retirement Plan · $1.3B · 7,877 · 99th
- BOY $1.3B
- BOY 7,877
- BOY 99th
- BOY Money Purchase
- BOY near Southern California IBEW-NECA Defined Contribution Plan
- BOY ind #771
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) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $150M |
| 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 $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
- South Central Annuity Fund $142M · 8,884
Scale composition for Occidental Petroleum Corporation Retirement Plan
Occidental Petroleum Corporation Retirement Plan reports $1.3B in end-of-year assets across 7,877 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $162,316 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2024 was $150M.
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 | Open filing |
| 2024 · index core | 7,877 | $1.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Occidental Petroleum Corporation Savings Plan (401(k), $3.5B, 8,835 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 Southern California IBEW-NECA Defined Contribution Plan in CA ($1.3B); by covered participants it is Kaiser Permanente Washington Defined Contribution Plan in CA (7,774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Southern California IBEW-NECA Defined Contribution Plan (CA) $1.3B · 26,682
- Employees Retirement Plan of Marshfield Clinic (WI) $1.3B · 8,328
- California Iron Workers Field Defined Contribution Pension Trust Fund (CA) $1.3B · 14,825
- Scripps Health Retirement Savings Plan (CA) $1.3B · 16,148
Similar participant headcount
Nearest other-state filings by covered participants (7,877 participants); asset peers above are excluded.
- Kaiser Permanente Washington Defined Contribution Plan (CA) 7,774 · 103 off
- Operating Engineers' Local 324, Defined Contribution Pension Plan (MI) 7,667 · 210 off
- Iron Workers District Council of New England Annuity Fund (MA) 7,659 · 218 off
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) 8,190 · 313 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.