Defined Benefit (Pension) · DOL Form 5500 · 2022

Sm Energy Company Pension Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
235
Participants Below avg headcount
86th
Percentile by assets National rank
$171,342
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Plan for Employees of Sm Energy Company · Sponsored by Sm Energy Company · Colorado · Mining & Oil Extraction

$40M in assets, 235 participants

Sm Energy Company's Pension Plan for Employees of Sm Energy Company reported $40M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #666 in Mining & Oil Extraction (892 peers)

Where Pension Plan for Employees of Sm Energy Company sits by assets

Pension Plan for Employees of Sm Energy Company sits in the top quartile of all filed plans by assets, $40M for 235 participants (~$171,342/participant), up 8.5% in 2022.

#666
in Mining & Oil Extraction (892 peers)
+8.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pension Plan for Employees of Sm Energy Company's outsized position by total assets

Pension Plan for Employees of Sm Energy Company vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$40,265,309 Top 14% higher than 86% of 139,123 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 2022

Pension Plan for Employees of Sm Energy Company among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Sm Energy Company sits mid-pack in the medium band (235 participants).

DOL schedule card

Filing strip 410518430 · Sm Energy Company PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of Sm Energy Company · $40M · 235 · 86th

  • PART $40M
  • TYPE 235
  • NET 86th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Baker & Mckenzie Market Rate Cash Balance Plan II
  • BOY ind #666

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 Colorado →

Pension Plan for Employees of Sm Energy Company in the asset neighbourhood

Local 1964 Ila Retirement FundLocal 1964 Ila Retirement Fu…$40MBaker & Mckenzie Market Rate Cash Balance Plan IIBaker & Mckenzie Market Rate…$40MBaker & Mckenzie Market Rate Cash Balance Plan IBaker & Mckenzie Market Rate…$40MNorth Memorial Health Care Pension PlanNorth Memorial Health Care P…$40MPension Plan for Employees of Sm Energy CompanyPension Plan for Employees o…$40M
End-of-year total assets ($M) among Pension Plan for Employees of Sm Energy Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN410518430
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sm Energy Company)

Sponsor-wide plan assets over time

All Sm Energy Company plans reported in each filing year

Latest sponsor-wide plan assets
$250M 40.52368803821615% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $178M $250M ▲ +40.5%
Year Plans Participants Total Assets
2022 2 731 $178M
2023 2 758 $215M
2024 2 741 $250M

Nearby Defined Benefit (Pension) Plans in Colorado

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

Pension Plan for Employees of Sm Energy Company vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Pension Plan for Employees of Sm Energy Company, Total assets ($B): 0.040265309 · Participants: 235Pension Plan for Employees of Sm Energy CompanyRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.247990437 · Participants: 39196Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.950257778 · Participants: 1920Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.848297753 · Participants: 1472Pcs U.S. Employees' Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, Inc., Total assets ($B): 0.39420402 · Participants: 265Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.National Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.385490596 · Participants: 2480National Renewable Energy Laboratory Shared Security Pension Plan
Pension Plan for Employees of Sm Energy Company vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Pension Plan for Employees of Sm Energy Company side-by-side with 3 peers →

Pension Plan for Employees of Sm Energy Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Baker & Mckenzie Market Rate Cash Balance Plan II in IL ($40M); by covered participants it is Wsgr Cash Balance Retirement Plan in CA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees of Sm Energy Company assets move in 2022? ▼
Pension Plan for Employees of Sm Energy Company grew at a solid clip - up 8.5% during 2022, from $37M to $40M. Reported net income was $3M.
How have Sm Energy Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sm Energy Company's sponsor-wide assets grew 40.5%, from $178M to $250M.
Where does Pension Plan for Employees of Sm Energy Company rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Sm Energy Company ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Sm Energy Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Baker & Mckenzie Market Rate Cash Balance Plan II in IL ($40M, 181 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Sm Energy Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wsgr Cash Balance Retirement Plan in CA (235 participants, $59M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410518430.

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.