DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Helmerich & Payne, Inc. Employees Retirement Plan
Corporate pensionTulsa, OK
Assets
$48.6M
Total assets, Sep 30, 2025 reported
Funded
93.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Helmerich & Payne, Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Other investments 0.1%
- Registered investment companies 99.4%
Consultants and advisers
3 firms
- Aon Pension consultantthrough Sep 30, 2023 Form 5500
- Principal Trust Co. Trusteethrough Sep 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 1,447 | $53.7M | $53.8M | 93.0% | $48.6M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 1,482 | $49.8M | $55.6M | 80.7% | $53.7M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 1,537 | $46.6M | $55.8M | 81.7% | $49.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 17 50 $310,883 PY2024
- Principal Trust Company codes 21 50 $19,378 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 17 50 $306,134 PY2023
- Principal Trust Company codes 21 50 $15,551 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 17 50 $395,117 PY2022
- Principal Trust Company codes 21 50 $18,286 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
1 events
- Oct 1, 2024Funded status changedHelmerich & Payne, Inc. Employees Retirement Plan funded ratio 80.7% -> 93.0% (2023-10-01 to 2024-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 730679879-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.