Employer · plans filed under one EIN
Halliburton Company
Houston, TX · Mining
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
3 retirement plans with 100 or more participants file Form 5500 under Halliburton Company's employer identification number (Houston, Texas). Their latest filings total 26,332 participant records and $4.57B in net assets.
The largest is Halliburton Retirement and Savings Plan, a 401(k) plan with 24,712 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $109M and participant contributions $163M in the latest plan years; benefits paid were $492M. Schedule C compensation reported to service provider organisations totalled $2.6M.
Combined net assets moved from $3.72B in 2009 to $4.57B in 2024 (up 23%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Halliburton Retirement and Savings Plan | 401(k) plan | 2024 | 24,712 | $4.54B | $183,555 | $7,298 | $1.7M |
| Halliburton Retirement Plan | defined benefit pension plan | 2024 | 1,496 | $31.6M | $21,096 | $19,538 | $885K |
| Halliburton Savings Plan | 401(k) plan | 2024 | 124 | — | — | — | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 26,332 | $4.57B | $109M | $163M |
| 2023 | 3 | 27,954 | $4.28B | $117M | $156M |
| 2022 | 3 | 28,875 | $3.87B | $103M | $137M |
| 2021 | 3 | 27,798 | $4.64B | $77.0M | $117M |
| 2020 | 3 | 28,825 | $4.40B | $49.5M | $126M |
| 2019 | 3 | 37,098 | $4.95B | $143M | $197M |
| 2018 | 3 | 41,179 | $4.42B | $139M | $185M |
| 2017 | 3 | 42,058 | $4.82B | $114M | $149M |
| 2016 | 3 | 37,649 | $4.46B | $63.3M | $134M |
| 2015 | 3 | 43,033 | $4.76B | $187M | $198M |
| 2014 | 3 | 53,024 | $5.39B | $231M | $228M |
| 2013 | 3 | 48,383 | $5.24B | $210M | $206M |
| 2012 | 3 | 47,653 | $4.67B | $209M | $196M |
| 2011 | 3 | 48,005 | $4.20B | $188M | $167M |
| 2010 | 3 | 40,336 | $4.15B | $147M | $133M |
| 2009 | 3 | 35,275 | $3.72B | $130M | $126M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Fidelity Investments Institutional | — | 1 | $1,169,951 |
| Strategic Benefits Advisors, Inc. | Contract Administrator | 1 | $561,619 |
| Mercer Investment Consulting, Inc. | Participant communication | 1 | $293,053 |
| Towers Watson Delaware Inc. | Actuarial | 1 | $265,001 |
| Fidelity Investments Institutional | — | 1 | $169,525 |
| Weaver and Tidwell, LLP | Accounting (including auditing) | 2 | $62,790 |
| Vinson & Elkins LLP | Legal | 1 | $27,760 |
| Qdro Consultants Company, LLC | Consulting (general) | 1 | $13,050 |
| The Northern Trust Company | Trustee (bank, trust company, or similar financial institution) | 1 | $7,561 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Halliburton Company have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Halliburton Retirement and Savings Plan, Halliburton Retirement Plan and Halliburton Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Halliburton Company contribute to its plans?
$108,695,000 in employer contributions across these plans in their latest plan years, about $7,280 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Fidelity Investments Institutional, Strategic Benefits Advisors, Inc., Mercer Investment Consulting, Inc. and Towers Watson Delaware Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.