401(k) · DOL Form 5500 · 2022

Sm Energy Company 401(k) Plan

Data updated 2026-08-11

$138M
Total assets
496
Participants
94th
Percentile by assets
$277,952
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$138M
total plan assets (2022 EOY)
496
covered participants
94th
percentile by assets (of 139,126 plans)
$277,952
avg assets per participant

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.

Where Sm Energy Company 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

State
Colorado
Industry
Mining & Oil Extraction

Sm Energy Company 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Sm Energy Company 401(k) Profit Sharing Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

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)

$150M$200M$250M$300M 202220232024 $178M $250M ▲ +40.5%
Total plan assets by year, all Sm Energy Company plans on file
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 ($B) Participants Sm Energy Company 40…, Total assets ($B): 0.137863984 · Participants: 496Sm Energy Company 40…Davita Retirement Sa…, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Sa…Ball Corporation 401…, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401…Scl Health 401(k) Re…, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Re…Woodward Retirement …, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement …Empower Retirement, …, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, …
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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sm Energy Company 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Sm Energy Company 401(k) Profit Sharing …

Scale reading

Ways to act on Sm Energy Company 401(k) Profit Sharing Plan's numbers.

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.