Halliburton Company — 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, Halliburton Company (EIN 80-6176426) is a plan sponsor located in Houston, TX with 20 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
- 80-6176426
- Location
- Houston, TX
- Loaded plans
- 20
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $4,194,865,234
- Plans with financial data
- 20
- Plans with provider compensation
- 20
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| S&P 500 Index Strategy Halliburton Company Employee Benefit Master Trust | 106 | not reported in the loaded dataset | $595,218,517 | 2023 |
| Long Target Date Retirement Portfolio Halliburton Company Employee Benefit Master Trust | 127 | not reported in the loaded dataset | $550,768,011 | 2023 |
| Stable Value Strategy Halliburton Company Employee Benefit Master Trust | 101 | not reported in the loaded dataset | $526,411,297 | 2023 |
| Large Cap Equity Strategy Halliburton Company Employee Benefit Master Trust | 131 | not reported in the loaded dataset | $328,731,180 | 2023 |
| 2045 Retirement Portfolio Halliburton Company Employee Benefit Master Trust | 134 | not reported in the loaded dataset | $304,580,593 | 2023 |
| 2040 Retirement Portfolio Halliburton Company Employee Benefit Master Trust | 126 | not reported in the loaded dataset | $272,823,642 | 2023 |
| 2035 Retirement Portfolio Halliburton Company Employee Benefit Master Trust | 125 | not reported in the loaded dataset | $260,880,763 | 2023 |
| 2030 Retirement Portfolio Halliburton Company Employee Benefit Master Trust | 124 | not reported in the loaded dataset | $254,620,822 | 2023 |
| 2025 Retirement Portfolio Halliburton Company Employee Benefit Master Trust | 123 | not reported in the loaded dataset | $235,125,936 | 2023 |
| Small/Mid Cap Equity Index Strategy | 135 | not reported in the loaded dataset | $167,146,373 | 2023 |
| 2020 Retirement Portfolio Halliburton Company Employee Benefit Master Trust | 122 | not reported in the loaded dataset | $149,951,479 | 2023 |
| Small Cap Equity Strategy Halliburton Company Employee Benefit Master Trust | 111 | not reported in the loaded dataset | $148,753,719 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Stable Value Strategy Halliburton Company Employee Benefit Master Trust | not reported in the loaded dataset | H, C | 20241009173249NAL0033556704001 |
| 2023 | Small Cap Equity Strategy Halliburton Company Employee Benefit Master Trust | not reported in the loaded dataset | H, C | 20241009173254NAL0019715041001 |
| 2023 | S&P 500 Index Strategy Halliburton Company Employee Benefit Master Trust | not reported in the loaded dataset | H, C | 20241009173406NAL0033559728001 |
| 2023 | Non-U.S. Equity Strategy Halliburton Company Employee Benefit Master Trust | not reported in the loaded dataset | H, C | 20241009173510NAL0031998224001 |
| 2023 | Non-U.S. Equity Index Strategy Halliburton Company Employee Benefit Master Trust | not reported in the loaded dataset | H, C | 20241009173718NAL0018847441001 |
| 2023 | Defined Benefit Plan Account Halliburton Company Employee Benefit Master Trust | not reported in the loaded dataset | H, C | 20241009173822NAL0018848001001 |
| 2023 | Bond Index Strategy Halliburton Company Employee Benefit Master Trust | not reported in the loaded dataset | H, C | 20241009173922NAL0018849233001 |
| 2023 | Small/Mid Cap Equity Index Strategy | not reported in the loaded dataset | H, C | 20241009174027NAL0009435507001 |