401(k) · DOL Form 5500 · 2022

Sm Energy Company 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
496
Participants Below avg headcount
94th
Percentile by assets National rank
$277,952
Avg per participant High balance/head
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Official DOL plan name: Sm Energy Company 401(k) Profit Sharing Plan · Sponsored by Sm Energy Company · Colorado · Mining & Oil Extraction

$138M in assets, 496 participants

Sm Energy Company's Sm Energy Company 401(k) Profit Sharing Plan reported $138M in total assets and 496 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

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

Where Sm Energy Company 401(k) Profit Sharing Plan sits by assets

Sm Energy Company 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $138M for 496 participants (~$277,952/participant), down 13.4% in 2022.

#789
in Mining & Oil Extraction (892 peers)
-13.4%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sm Energy Company 401(k) Profit Sharing Plan's outsized position by total assets

Sm Energy Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$137,863,984 Top 6% higher than 94% 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

Sm Energy Company 401(k) Profit Sharing Plan 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. Sm Energy Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (496 participants).

Form 5500 schedule snapshot

Filing strip 410518430 · Sm Energy Company PY 2022 · 401(k)

Sm Energy Company 401(k) Profit Sharing Plan · $138M · 496 · 94th

  • VS-ST $138M
  • VS-ST 496
  • VS-ST 94th
  • VS-ST 401(k)
  • VS-ST near Bungie, Inc. 401(k) Plan
  • VS-ST ind #789

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 →

Sm Energy Company 401(k) Profit Sharing Plan in the asset neighbourhood

Coeur Mining Defined Contribution and 401(k) PlanCoeur Mining Defined Contrib…$138MFlagler System, Inc. Employees' Savings PlanFlagler System, Inc. Employe…$138MFortra, LLC 401(k) Savings PlanFortra, LLC 401(k) Savings P…$138MSm Energy Company 401(k) Profit Sharing PlanSm Energy Company 401(k) Pro…$138MBungie, Inc. 401(k) Plan$138M
End-of-year total assets ($M) among Sm Energy Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$138M
Net Income-$21M
Employer EIN410518430
Plan Effective Date1982-01-01
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 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sm Energy Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0123 Total assets ($B) Participants Sm Energy Company 401(k) Profit Sharing Plan, Total assets ($B): 0.137863984 · Participants: 496Sm Energy Company 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Sm Energy Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sm Energy Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sm Energy Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Bungie, Inc. 401(k) Plan in WA ($138M); by covered participants it is Intermedix Staffing 401(k) Plan in UT (496 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (496 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 Sm Energy Company 401(k) Profit Sharing Plan assets move in 2022? ▼
Sm Energy Company 401(k) Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $159M to $138M. Reported net income was -$21M.
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 Sm Energy Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sm Energy Company 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sm Energy Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bungie, Inc. 401(k) Plan in WA ($138M, 947 participants).
Which 401(k) plans cover a similar participant headcount to Sm Energy Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermedix Staffing 401(k) Plan in UT (496 participants, N/A 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.