Defined Benefit (Pension) · DOL Form 5500 · 2024
Occidental Petroleum Corporation Pension Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 833
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $81,051
- Avg per participant Below avg balance/head
Official DOL plan name: Occidental Oil & Gas Consolidated Retirement Plan · Sponsored by Occidental Petroleum Corporation · Texas · Mining & Oil Extraction
$68M in assets, 833 participants
Occidental Petroleum Corporation's Occidental Oil & Gas Consolidated Retirement Plan reported $68M in total assets and 833 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #597 in Mining & Oil Extraction (785 peers)
Where Occidental Oil & Gas Consolidated Retirement Plan sits by assets
Occidental Oil & Gas Consolidated Retirement Plan sits in the top quartile of all filed plans by assets, $68M for 833 participants (~$81,051/participant), down 0.8% in 2024.
- #597
- in Mining & Oil Extraction (785 peers)
- -0.8%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $328K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Occidental Oil & Gas Consolidated Retirement Plan's outsized position by total assets
Occidental Oil & Gas Consolidated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,515,649 Top 13% higher than 87% 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 Oil & Gas Consolidated Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Occidental Oil & Gas Consolidated Retirement Plan sits mid-pack in the medium band (833 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Occidental Oil & Gas Consolidated Retirement Plan reported net income fell from $4M in the plan year 2023 filing to -$328K in the plan year 2024 filing.
- Occidental Oil & Gas Consolidated Retirement Plan reported participants fell from 876 in the plan year 2023 filing to 833 in the plan year 2024 filing.
- Occidental Oil & Gas Consolidated Retirement Plan end-of-year assets fell from $68M in the plan year 2023 filing to $68M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954035997 · Occidental Petroleum Corporation PY 2024 · Defined Benefit (Pension)
Occidental Oil & Gas Consolidated Retirement Plan · $68M · 833 · 87th
- EBSA $68M
- PART 833
- TYPE 87th
- NET Defined Benefit (Pension)
- BOOK near Sheet Metal Workers Local 218 (C) Pension Plan
- VS-ST ind #597
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 Oil & Gas Consolidated Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$328K |
| Employer EIN | 954035997 |
| Plan Effective Date | 1997-03-01 |
| 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 Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
Occidental Oil & Gas Consolidated Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local 218 (C) Pension Plan in MO ($67M); by covered participants it is U.a. Plumbers & Steamfitters Local 22 Pension Fund in NY (833 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
Similar participant headcount
Nearest other-state filings by covered participants (833 participants); asset peers above are excluded.
- U.a. Plumbers & Steamfitters Local 22 Pension Fund (NY) 833 · 0 off
- Retirement Plan of Tennessee Farmers Mutual Insura (TN) 832 · 1 off
- Community Hospital of the Monterey Peninsula Retirement Plan (CA) 832 · 1 off
- Dte Gas Company Retirement Plan for Employees Covered by Collective Bargaining Agreements (MI) 835 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.