401(k) · DOL Form 5500 · 2024
Helmerich & Payne, Inc. 401(k) Plan
Data updated 2026-08-25
- $844M
- Total assets Above avg plan size
- 6,288
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $134,274
- Avg per participant Near avg balance/head
Official DOL plan name: The Helmerich & Payne, Inc. 401(k)/Thrift Plan · Sponsored by Helmerich & Payne, Inc. · Oklahoma · Mining & Oil Extraction
$844M in assets, 6,288 participants
Helmerich & Payne, Inc.'s The Helmerich & Payne, Inc. 401(k)/Thrift Plan reported $844M in total assets and 6,288 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #762 in Mining & Oil Extraction (785 peers)
Coverage in Oklahoma
The Helmerich & Payne, Inc. 401(k)/Thrift Plan covers 6,288 participants in Oklahoma, 8.3x the typical Oklahoma plan (state average ~760 per filing). Assets: $844M.
- #762
- in Mining & Oil Extraction (785 peers)
- +13.1%
- assets growth YoY
- 8.5×
- vs typical plan assets (national mean)
The Helmerich & Payne, Inc. 401(k)/Thrift Plan's outsized position by total assets
The Helmerich & Payne, Inc. 401(k)/Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$844,312,797 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Helmerich & Payne, Inc. 401(k)/Thrift 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. The Helmerich & Payne, Inc. 401(k)/Thrift Plan lands in the large band (6,288 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Helmerich & Payne, Inc. 401(k)/Thrift Plan reported net income fell from $124M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- The Helmerich & Payne, Inc. 401(k)/Thrift Plan end-of-year assets rose from $746M in the plan year 2023 filing to $844M in the plan year 2024 filing.
- The Helmerich & Payne, Inc. 401(k)/Thrift Plan reported participants fell from 7,230 in the plan year 2023 filing to 6,288 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 730679879 · Helmerich & Payne, Inc. PY 2024 · 401(k)
The Helmerich & Payne, Inc. 401(k)/Thrift Plan · $844M · 6,288 · 98th
- VS-ST $844M
- VS-ST 6,288
- VS-ST 98th
- VS-ST 401(k)
- VS-ST near Amwins Group, Inc. 401(k) Plan
- VS-ST ind #762
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 Oklahoma →
The Helmerich & Payne, Inc. 401(k)/Thrift Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $746M |
|---|---|
| Net Assets (End of Year) | $844M |
| Net Income | $98M |
| Employer EIN | 730679879 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helmerich & Payne, Inc.)
Sponsor-wide plan assets over time
All Helmerich & Payne, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $893M 32.84104569468436% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,526 | $672M |
| 2023 | 2 | 7,551 | $800M |
| 2024 | 2 | 6,582 | $893M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Scale composition for The Helmerich & Payne, Inc. 401(k)/Thrift Plan
The Helmerich & Payne, Inc. 401(k)/Thrift Plan reports $844M in end-of-year assets across 6,288 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $134,274 per participant (97% of the national average assets-per-participant) . Net income for plan year 2024 was $98M.
This plan identity (EIN 730679879, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $622M to $844M (+35.7%) while covered participants moved from 6,186 to 6,288 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,186 | $622M | Open filing |
| 2023 | 7,230 | $746M | Open filing |
| 2024 · index core | 6,288 | $844M | This page |
The Helmerich & Payne, Inc. 401(k)/Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Amwins Group, Inc. 401(k) Plan in NC ($844M); by covered participants it is Adient US LLC Savings and Investment (401(k)) Plan in MI (6,285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($844M here).
- Amwins Group, Inc. 401(k) Plan (NC) $844M · 6,280
- Dematic Corp. 401(k) Retirement Plan (MI) $844M · 4,273
- Giant Eagle, Inc. Employee Savings Plan (PA) $845M · 14,665
- Investment & Employee Stock Ownership Plan of Avista (WA) $843M · 1,962
Similar participant headcount
Nearest other-state filings by covered participants (6,288 participants); asset peers above are excluded.
- Adient US LLC Savings and Investment (401(k)) Plan (MI) 6,285 · 3 off
- Amcor 401(k) Plan (WI) 6,285 · 3 off
- Altman Specialty Plants LLC 401(k) Retirement Plan (CA) 6,284 · 4 off
- Nfp Corp. 401(k) Plan (NY) 6,297 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.