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Original filing (PDF)20250724210936NAL0003049139001
OCEANEERING INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
OCEANEERING RETIREMENT INVESTMENT PLAN
401(k) retirement plan
Signals · 1
14% employer stock
Active participants
3,923
Accounts w/ balance
5,104
Plan assets (EOY)
$828.6M
Net assets (EOY)
$828.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 14% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCEANEERING INTERNATIONAL, INC..
Plan sponsor
Name
OCEANEERING INTERNATIONAL, INC.
EIN
95-2628227
Address
5875 NORTH SAM HOUSTON PARKWAY · SUITE 400 · HOUSTON, TX · 77086
Phone
(713) 329-4711
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
HARPER & PEARSON COMPANY P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $289K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET | 84-0854432 | — | CONSULTANT | $73K | — |
| MORGAN STANLEY CAPITAL MANAGEMENT, | 11-3658445 | — | CONSULTANT | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER & PEARSON COMPANY, P.C. | 74-1695589 | — | ACCOUNTANT/AUDITOR | $30K | — |
Investments
33 direct securities · 1 pooled fund· $854.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$814.8M
33 holdings
Common Collective Trust
$39.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Oceaneering International, Inc. Common Stock 4,475,018 shares and cash | — | — | $4.5M | $116.7M | 14.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $101.1M | 12.2% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | — | — | — | $71.2M | 8.6% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $61.9M | 7.5% | |
| American Funds 2040 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $60.3M | 7.3% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $54.7M | 6.6% | |
| Galliard Stable Return Fund Q Common/Collective Fund | — | — | — | $39.7M | 4.8% | |
| GALLIARD STBLE RET Q WELLS FARGO BANK, N.A. · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $39.7M | 4.8% | |
| American Funds 2035 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $28.4M | 3.4% | |
| American Funds 2045 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $27.6M | 3.3% | |
| T. Rowe Price Mid Cap Value Fund Mutual Fund | — | — | — | $24.8M | 3.0% | |
| T. Rowe Price New Horizon Class A Mutual Fund | — | — | — | $24.4M | 2.9% | |
| Carillon Eagle Mid Cap Growth Fund Class I Mutual Fund | — | — | — | $20.8M | 2.5% | |
| American Funds American Balanced Fund R6 Mutual Fund | — | — | — | $17.5M | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $17.5M | 2.1% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $16.4M | 2.0% | |
| Frost Total Return Bond Fund Institutional Shares Mutual Fund | — | — | — | $14.4M | 1.7% | |
| MFS Value Fund R4 Mutual Fund | — | — | — | $13.9M | 1.7% | |
| Vanguard Treasury Money Market Fund Money Market | — | — | — | $13.7M | 1.7% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $12.5M | 1.5% | |
| American Funds Europacific Growth Fund Mutual Fund | — | — | — | $12.3M | 1.5% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $12.0M | 1.4% | |
| American Funds 2025 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $11.4M | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $11.3M | 1.4% | |
| Victory Sycamore Small Company Opportunity Fund Class Y Mutual Fund | — | — | — | $6.5M | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $5.4M | 0.7% | |
| American Funds 2065 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $4.9M | 0.6% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $4.2M | 0.5% | |
| American Funds 2010 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $2.2M | 0.3% | |
| American Funds 2015 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $2.1M | 0.2% | |
| DFA Global Real Estate Securities Port Mutual Fund | — | — | — | $1.8M | 0.2% | |
| Hotchkis & Wiley High Yield I Mutual Fund | — | — | — | $1.5M | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual Fund | — | — | — | $1.1M | 0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $519K | <0.1% |