Plan5500

Occidental Petroleum Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Occidental Petroleum Corporation (EIN 95-4035997) is a plan sponsor located in Houston, TX with 8 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-4035997
Location
Houston, TX
Loaded plans
8
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Occidental Petroleum Corporation

  • 8 loaded plans hold $4.5B in reported assets.
  • The largest, Occidental Petroleum Corporation Savings Plan, holds 73% of this company's reported plan assets.
  • Plans cover 54,461 reported participants.
  • 3 of 8 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5BSummed across loaded plans$4,470,935,799
Total reported assets$4.5B$4,471,468,474
Total reported participants54.5K54,461
Total reported liabilities$532.7K$532,675

Reported net position

Reported assets = net assets + liabilities (summed)$4.5B total assets
Net assets$4.5BLiabilities$532.7K
Contributions & income
Employer contributions$168.7M
Participant contributions$125.2M
Total income / additions$810.4M
Expenses & distributions
Benefits paid / distributions$277.3M
Total expenses$280.3M
Net increase / (decrease)$530.1M

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation1 / 8 (13%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets73%Occidental Petroleum Corporation Savings Plan
Participants per plan6,808Average across loaded plans
Loaded plans8
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Occidental Petroleum Corporation Savings Plan$3.3B
    Plan #001 · 12,248 participants · 2023
  2. 2
    Occidental Petroleum Corporation Retirement Plan$1.1B
    Plan #060 · 11,240 participants · 2023
  3. 3
    Occidental Oil & Gas Consolidated Retirement Plan$68M
    Plan #071 · 1,618 participants · 2023
  4. 4
    Occidental Petroleum Corporation Welfare Plannot reported in the loaded dataset
    Plan #591 · 13,170 participants · 2023
  5. 5
    Occidental Petroleum Corporation Health Promotion Plannot reported in the loaded dataset
    Plan #511 · 8,367 participants · 2023
  6. 6
    Oxy Benefits Medicare Advantage Ppo Plannot reported in the loaded dataset
    Plan #653 · 4,691 participants · 2023
  7. 7
    Occidental Petroleum Corporation Retiree Dental Plannot reported in the loaded dataset
    Plan #652 · 2,223 participants · 2023
  8. 8
    Occidental Petroleum Corporation Retiree Medical Plannot reported in the loaded dataset
    Plan #651 · 904 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Occidental Petroleum Corporation. Open one for its full reported snapshot.

  1. 2023
    Occidental Petroleum Corporation Health Promotion Plan8,367 participants · 2No schedules
    View filing →
  2. 2023
    Occidental Petroleum Corporation Retiree Dental Plan2,223 participants · 2No schedules
    View filing →
  3. 2023
    Oxy Benefits Medicare Advantage Ppo Plan4,691 participants · 2No schedules
    View filing →
  4. 2023
    Occidental Petroleum Corporation Retiree Medical Plan904 participants · 2No schedules
    View filing →
  5. 2023
    Occidental Petroleum Corporation Savings Plan12,248 participants · 2Sch H
    View filing →
  6. 2023
    Occidental Petroleum Corporation Welfare Plan13,170 participants · 2No schedules
    View filing →
  7. 2023
    Occidental Oil & Gas Consolidated Retirement Plan1,618 participants · 2Sch HSch C
    View filing →
  8. 2023
    Occidental Petroleum Corporation Retirement Plan11,240 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Occidental Petroleum Corporation report on Form 5500?
Occidental Petroleum Corporation (EIN 95-4035997) reports 8 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Occidental Petroleum Corporation?
The Employer Identification Number (EIN) reported for Occidental Petroleum Corporation is 95-4035997.
What is the latest Form 5500 filing year for Occidental Petroleum Corporation?
The latest loaded Form 5500 filing year for Occidental Petroleum Corporation is 2023.

Related Form 5500 pages