Defined Benefit (Pension) · DOL Form 5500 · 2024

Helmerich & Payne, Inc. Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
294
Participants Below avg headcount
84th
Percentile by assets National rank
$165,295
Avg per participant Above avg balance/head
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Official DOL plan name: Helmerich & Payne, Inc. Employees Retirement Plan · Sponsored by Helmerich & Payne, Inc. · Oklahoma · Mining & Oil Extraction

$49M in assets, 294 participants

Helmerich & Payne, Inc.'s Helmerich & Payne, Inc. Employees Retirement Plan reported $49M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #555 in Mining & Oil Extraction (785 peers)

Coverage in Oklahoma

Helmerich & Payne, Inc. Employees Retirement Plan covers 294 participants in Oklahoma, about 39% of the average Oklahoma filer (state average ~760 per filing). Assets: $49M.

#555
in Mining & Oil Extraction (785 peers)
-9.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helmerich & Payne, Inc. Employees Retirement Plan's outsized position by total assets

Helmerich & Payne, Inc. Employees Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$48,596,633 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Helmerich & Payne, Inc. Employees Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helmerich & Payne, Inc. Employees Retirement Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helmerich & Payne, Inc. Employees Retirement Plan reported net income fell from $4M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Helmerich & Payne, Inc. Employees Retirement Plan end-of-year assets fell from $54M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Helmerich & Payne, Inc. Employees Retirement Plan reported participants fell from 321 in the plan year 2023 filing to 294 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 730679879 · Helmerich & Payne, Inc. PY 2024 · Defined Benefit (Pension)

Helmerich & Payne, Inc. Employees Retirement Plan · $49M · 294 · 84th

  • EIN $49M
  • EIN 294
  • EIN 84th
  • EIN Defined Benefit (Pension)
  • EIN near Teamsters Local No. 35 Pension Plan
  • EIN ind #555

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 →

Helmerich & Payne, Inc. Employees Retirement Plan in the asset neighbourhood

Moody Bible Institute Pension PlanMoody Bible Institute Pensio…$49MHelmerich & Payne, Inc. Employees Retirement PlanHelmerich & Payne, Inc. Empl…$49MTeamsters Local No. 35 Pension PlanTeamsters Local No. 35 Pensi…$49MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$49MRetirement Plan for Employees of the Watson InstituteRetirement Plan for Employee…$48M
End-of-year total assets ($M) among Helmerich & Payne, Inc. Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$49M
Net Income-$5M
Employer EIN730679879
Plan Effective Date1943-10-01
Filing StatusFILING 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
$600M$700M$800M$900M$1,000M 202220232024 $672M $893M ▲ +32.8%
Year Plans Participants Total Assets
2022 2 6,526 $672M
2023 2 7,551 $800M
2024 2 6,582 $893M

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Helmerich & Payne, Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Helmerich & Payne, Inc. Employees Retirement Plan, Total assets ($B): 0.048596633 · Participants: 294Helmerich & Payne, Inc. Employees Retirement PlanPipeline Industry Pension Fund, Total assets ($B): 1.68715114 · Participants: 2308Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.357458939 · Participants: 3357Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.726126 · Participants: 670One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.43487459 · Participants: 155Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.424374198 · Participants: 1061Integris Health, Inc. Retirement Plan a
Helmerich & Payne, Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Helmerich & Payne, Inc. Employees Retirement Plan side-by-side with 3 peers →

Helmerich & Payne, Inc. Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Teamsters Local No. 35 Pension Plan in NJ ($49M); by covered participants it is Baptist Health Care, Inc. Pension Plan in FL (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Helmerich & Payne, Inc. Employees Retirement Plan assets move in 2024? ▼
Helmerich & Payne, Inc. Employees Retirement Plan pulled back noticeably - down 9.5% during 2024, from $54M to $49M. Reported net income was -$5M.
How have Helmerich & Payne, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helmerich & Payne, Inc.'s sponsor-wide assets grew 32.8%, from $672M to $893M.
Where does Helmerich & Payne, Inc. Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Helmerich & Payne, Inc. Employees Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Helmerich & Payne, Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Local No. 35 Pension Plan in NJ ($49M, 494 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Helmerich & Payne, Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Baptist Health Care, Inc. Pension Plan in FL (294 participants, $82M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730679879.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.