401(k) · DOL Form 5500 · 2023

Sm Energy Company 401(k) Plan

Data updated 2026-08-11

$164M
Total assets
531
Participants
94th
Percentile by assets
$309,457
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

$164M in assets, 531 participants

Sm Energy Company's Sm Energy Company 401(k) Profit Sharing Plan reported $164M in total assets and 531 participants in its 2023 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 127,072 plans)
  • #714 in Mining & Oil Extraction (811 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, $164M for 531 participants (~$309,457/participant), up 19.2% in 2023.

$164M
total plan assets (2023 EOY)
531
covered participants
94th
percentile by assets (of 127,072 plans)
$309,457
avg assets per participant

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 2023 · DOL Form 5500

$164,321,896 Top 6% higher than 94% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sm Energy Company 401(k) Profit Sharing Plan reported net income rose from -$21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Sm Energy Company 401(k) Profit Sharing Plan end-of-year assets rose from $138M in the plan year 2022 filing to $164M in the plan year 2023 filing.
  • Sm Energy Company 401(k) Profit Sharing Plan reported participants rose from 496 in the plan year 2022 filing to 531 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Colorado
Industry
Mining & Oil Extraction

Sm Energy Company 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Sm Energy Company 401(k) Profit Sharing Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$164M
Net Income$26M
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 01234 Total assets ($B) Participants Sm Energy Company 40…, Total assets ($B): 0.164321896 · Participants: 531Sm Energy Company 40…Davita Retirement Sa…, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Sa…Ball Corporation 401…, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401…Empower Retirement, …, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, …Woodward Retirement …, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement …Arcadis U.S., Inc. R…, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. R…
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 2023? ▼
Sm Energy Company 401(k) Profit Sharing Plan grew sharply - up 19.2% during 2023, from $138M to $164M. Reported net income was $26M.
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 127,072 plans that reported assets for plan year 2023 (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 Hornady Manufacturing Company 401(k) Profit Sharing Plan in NE ($164M, 1,005 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 2023.

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.