Occidental Petroleum Corporation Retirement Plan — Form 5500 plan (Occidental Petroleum Corporation)

Plain-English plan 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 Retirement Plan is a benefit plan reported by Occidental Petroleum Corporation under EIN 95-4035997 and plan number 060. The latest loaded filing year is 2023. The filing reports 11,240 participants and $1,128,386,882 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1BPlan net assets, end of year$1,128,374,382
Participants11.2KCovered participants reported11,240
Assets / participant$100.4KComputed: assets ÷ participants$100,390 (computed)
Provider compensationNone reported
Plan sponsor
Occidental Petroleum Corporation
EIN
95-4035997
Plan number
060
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    11,240 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1B total assets
Net assets$1.1BLiabilities$12.5K
Money in vs. money out
Total income / additions$229.3M
Total expenses$58.2M
Benefits paid / distributions$57.4M
Contributions
Employer$78.8M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,128,386,882
Total liabilities (EOY)
$12,500
Net assets (EOY)
$1,128,374,382
Net assets (BOY)
$957,269,142

Income & contributions

Employer contributions
$78,752,041
Total contributions
$78,752,041
Total income / additions
$229,293,457

Expenses & distributions

Benefits paid
$57,402,836
Administrative expenses
$785,381
Total expenses
$58,188,217
Net increase / (decrease)
$171,105,240
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Occidental Petroleum Corporation Retirement Plan?
Occidental Petroleum Corporation Retirement Plan is reported as sponsored by Occidental Petroleum Corporation (EIN 95-4035997, plan number 060) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Occidental Petroleum Corporation Retirement Plan?
The latest Form 5500 filing year loaded for Occidental Petroleum Corporation Retirement Plan is 2023.
How many participants does Occidental Petroleum Corporation Retirement Plan report?
Occidental Petroleum Corporation Retirement Plan reports 11,240 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Occidental Petroleum Corporation Retirement Plan?
Occidental Petroleum Corporation Retirement Plan reports $1,128,386,882 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages