Helmerich & Payne, Inc. Employees Retirement Plan — Form 5500 plan (Helmerich & Payne)

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, Helmerich & Payne, Inc. Employees Retirement Plan is a benefit plan reported by Helmerich & Payne under EIN 73-0679879 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,482 participants and $53,722,118 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Helmerich & Payne
EIN
73-0679879
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
1,482
End-of-year plan assets
$53,722,118

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,482H, C20250711091447NAL0004120499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,722,118
Total liabilities (EOY)
$48,266
Net assets (EOY)
$53,673,852
Net assets (BOY)
$49,884,272

Income & contributions

Total contributions
$0
Total income / additions
$7,811,891

Expenses & distributions

Benefits paid
$3,382,836
Administrative expenses
$639,475
Total expenses
$4,022,311
Net increase / (decrease)
$3,789,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingNONE$306,134not reported in the loaded dataset2023
Principal Trust CompanyTRUSTEE$15,551not reported in the loaded dataset2023

Related Form 5500 pages