401(k) · DOL Form 5500 · 2023

Sm Energy Company 401(k) Plan

Data updated 2026-08-25

$164M
Total assets Near avg plan size
531
Participants Below avg headcount
94th
Percentile by assets National rank
$309,457
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

$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.

  • #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.

#714
in Mining & Oil Extraction (811 peers)
+19.2%
assets growth YoY
1.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

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

Sm Energy Company 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 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 (531 participants).

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 →

Plan-year Form 5500 strip

Filing strip 410518430 · Sm Energy Company PY 2023 · 401(k)

Sm Energy Company 401(k) Profit Sharing Plan · $164M · 531 · 94th

  • BOY $164M
  • BOY 531
  • BOY 94th
  • BOY 401(k)
  • BOY near Hornady Manufacturing Company 401(k) Profit Sharing Plan
  • BOY ind #714

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

Mavenir Systems, Inc. 401(k) Retirement PlanMavenir Systems, Inc. 401(k)…$164MSm Energy Company 401(k) Profit Sharing PlanSm Energy Company 401(k) Pro…$164MHornady Manufacturing Company 401(k) Profit Sharing PlanHornady Manufacturing Compan…$164MOrthomidwest, PLLC 401(k) Retirement PlanOrthomidwest, PLLC 401(k) Re…$164MProvident Bank 401(k) Plan$164M
End-of-year total assets ($M) among Sm Energy Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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 01234 Total assets ($B) Participants Sm Energy Company 401(k) Profit Sharing Plan, Total assets ($B): 0.164321896 · Participants: 531Sm Energy Company 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement 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 Hornady Manufacturing Company 401(k) Profit Sharing Plan in NE ($164M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (531 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($164M here).

Similar participant headcount

Nearest other-state filings by covered participants (531 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 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).
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 Rag & Bone Industries, LLC 401(k) Plan in NY (531 participants, $13M in assets).

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.