Defined Benefit (Pension) · DOL Form 5500 · 2024

Aramco Shared Benefits Company Pension Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
1,552
Participants Near avg headcount
99th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Aramco U.S. Retirement Income Plan · Sponsored by Aramco Shared Benefits Company · Texas · Mining & Oil Extraction

$1.8B in assets, 1,552 participants

Aramco Shared Benefits Company's Aramco U.S. Retirement Income Plan reported $1.8B in total assets and 1,552 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.

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

Coverage in Texas

Aramco U.S. Retirement Income Plan covers 1,552 participants in Texas, 2.3x the typical Texas plan (state average ~688 per filing). Assets: $1.8B.

#776
in Mining & Oil Extraction (785 peers)
-3.6%
assets change YoY
18×
vs typical plan assets (national mean)

The plan reported a net loss of $151M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aramco U.S. Retirement Income Plan's outsized position by total assets

Aramco U.S. Retirement Income Plan vs every filed plan by assets

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

$1,833,135,000 Top 1% higher than 99% 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

Aramco U.S. Retirement Income 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. Aramco U.S. Retirement Income Plan lands in the large band (1,552 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aramco U.S. Retirement Income Plan reported net income fell from $63M in the plan year 2023 filing to -$151M in the plan year 2024 filing.
  • Aramco U.S. Retirement Income Plan reported participants fell from 1,618 in the plan year 2023 filing to 1,552 in the plan year 2024 filing.
  • Aramco U.S. Retirement Income Plan end-of-year assets fell from $1.9B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 844364434 · Aramco Shared Benefits Company PY 2024 · Defined Benefit (Pension)

Aramco U.S. Retirement Income Plan · $1.8B · 1,552 · 99th

  • EOY $1.8B
  • EOY 1,552
  • EOY 99th
  • EOY Defined Benefit (Pension)
  • EOY near North Central States Regional Council of Carpenters Pension Fund
  • EOY ind #776

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 →

Aramco U.S. Retirement Income Plan in the asset neighbourhood

Legacy Plan of the National Retirement FundLegacy Plan of the National …$1.9BDisney Associated Companies' Retirement PlanDisney Associated Companies'…$1.8BAramco U.S. Retirement Income PlanAramco U.S. Retirement Incom…$1.8BNorth Central States Regional Council of Carpenters Pension FundNorth Central States Regiona…$1.8BIndiana Laborers Pension Fund$1.8B
End-of-year total assets ($B) among Aramco U.S. Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$1.5B
Net Income-$151M
Employer EIN844364434
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aramco Shared Benefits Company)

Sponsor-wide plan assets over time

All Aramco Shared Benefits Company plans reported in each filing year

Latest sponsor-wide plan assets
$4.7B 7.930909963546606% vs 2022
2024 filing year
$4.2B$4.4B$4.6B$4.8B 202220232024 $4.38B $4.72B ▲ +7.8%
Year Plans Participants Total Assets
2022 2 3,557 $4.4B
2023 2 3,352 $4.6B
2024 2 3,417 $4.7B

Nearby Defined Benefit (Pension) Plans in Texas

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

Aramco U.S. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0102030 Total assets ($B) Participants Aramco U.S. Retirement Income Plan, Total assets ($B): 1.833135 · Participants: 1552Aramco U.S. Retirement Income 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
Aramco U.S. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Aramco U.S. Retirement Income Plan side-by-side with 3 peers →

Aramco U.S. Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is North Central States Regional Council of Carpenters Pension Fund in WI ($1.8B); by covered participants it is Swedish Health Services Pension Plan in WA (1,550 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (1,552 participants); asset peers above are excluded.

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 Aramco U.S. Retirement Income Plan assets move in 2024? ▼
Aramco U.S. Retirement Income Plan edged down modestly - down 3.6% during 2024, from $1.9B to $1.8B. Reported net income was -$151M.
How have Aramco Shared Benefits Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aramco Shared Benefits Company's sponsor-wide assets grew 7.9%, from $4.4B to $4.7B.
Where does Aramco U.S. Retirement Income Plan rank by assets among Form 5500 filers? ▼
Aramco U.S. Retirement Income Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Aramco U.S. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is North Central States Regional Council of Carpenters Pension Fund in WI ($1.8B, 5,105 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aramco U.S. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Swedish Health Services Pension Plan in WA (1,550 participants, $875M 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 844364434.

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.