Defined Benefit (Pension) · DOL Form 5500 · 2023

Sm Energy Company Pension Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
227
Participants Below avg headcount
86th
Percentile by assets National rank
$222,471
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

$51M in assets, 227 participants

Sm Energy Company's Pension Plan for Employees of Sm Energy Company reported $51M in total assets and 227 participants in its 2023 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.

  • #590 in Mining & Oil Extraction (811 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, $51M for 227 participants (~$222,471/participant), up 25.4% in 2023.

#590
in Mining & Oil Extraction (811 peers)
+25.4%
assets growth YoY
0.5×
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 2023 · DOL Form 5500

$50,500,966 Top 14% higher than 86% 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

Pension Plan for Employees of Sm Energy Company 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. Pension Plan for Employees of Sm Energy Company sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Sm Energy Company reported net income rose from $3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pension Plan for Employees of Sm Energy Company end-of-year assets rose from $40M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Pension Plan for Employees of Sm Energy Company reported participants fell from 235 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410518430 · Sm Energy Company PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Sm Energy Company · $51M · 227 · 86th

  • IND $51M
  • IND 227
  • IND 86th
  • IND Defined Benefit (Pension)
  • IND near Abarta, Inc. Pension Plan
  • IND ind #590

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

Pension Plan of Wisconsinsin Farm Bureau Federation & AffiliatesPension Plan of Wisconsinsin…$51MAbarta, Inc. Pension Plan$51MPension Plan for Employees of Sm Energy CompanyPension Plan for Employees o…$51MAmerican Radio Association Pension PlanAmerican Radio Association P…$50MRetirement Income Plan for Employees of the Clearing House Payments Company L.L.C.Retirement Income Plan for E…$50M
End-of-year total assets ($M) among Pension Plan for Employees of Sm Energy Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$50M
Net Income$10M
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): 0.050500966 · Participants: 227Pension Plan for Employees of Sm Energy CompanyRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.28371737 · Participants: 39434Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.95106192 · Participants: 1506Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.853837683 · Participants: 1340Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.434038888 · Participants: 213Medianews Group Pension PlanNational Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.406218917 · Participants: 2822National 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 Abarta, Inc. Pension Plan in PA ($51M); by covered participants it is Scripps Networks Interactive Pension Plan in NY (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Pension Plan for Employees of Sm Energy Company assets move in 2023? ▼
Pension Plan for Employees of Sm Energy Company grew sharply - up 25.4% during 2023, from $40M to $51M. Reported net income was $10M.
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 127,072 plans that reported assets for plan year 2023 (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 Abarta, Inc. Pension Plan in PA ($51M, 130 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 Scripps Networks Interactive Pension Plan in NY (227 participants, $47M 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.