401(k) · DOL Form 5500 · 2023

Smucker Company 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
148
Participants Small participant base
59th
Percentile by assets National rank
$69,142
Avg per participant Below avg balance/head
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Official DOL plan name: Smucker Company Savings and Retirement 401(k) Plan · Sponsored by Smucker Company · Pennsylvania · Construction

$10M in assets, 148 participants

Smucker Company's Smucker Company Savings and Retirement 401(k) Plan reported $10M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,189 in Construction (9,030 peers)

Coverage in Pennsylvania

Smucker Company Savings and Retirement 401(k) Plan covers 148 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#5,189
in Construction (9,030 peers)
+26.7%
assets growth YoY

Smucker Company Savings and Retirement 401(k) Plan's mid-pack asset rank among Construction and all filers

Smucker Company Savings and Retirement 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,232,982 Top 41% higher than 59% 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

Smucker Company Savings and Retirement 401(k) 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. Smucker Company Savings and Retirement 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smucker Company Savings and Retirement 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Smucker Company Savings and Retirement 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Smucker Company Savings and Retirement 401(k) Plan reported participants fell from 155 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232375201 · Smucker Company PY 2023 · 401(k)

Smucker Company Savings and Retirement 401(k) Plan · $10M · 148 · 59th

  • PCT $10M
  • PCT 148
  • PCT 59th
  • PCT 401(k)
  • PCT near Crowley Retirement Income System Plan - Puerto Rico
  • PCT ind #5189

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 Construction retirement plans → · Plans in Pennsylvania →

Smucker Company Savings and Retirement 401(k) Plan in the asset neighbourhood

Smucker Company Savings and Retirement 401(k) PlanSmucker Company Savings and …$10MCrowley Retirement Income System Plan - Puerto RicoCrowley Retirement Income Sy…$10MEss Retirement Savings Plan$10MOverseas Hardwoods Company 401(k) PlanOverseas Hardwoods Company 4…$10MLifeway Family Physicians, P.C. 401(k) Profit Sharing PlanLifeway Family Physicians, P…$10M
End-of-year total assets ($M) among Smucker Company Savings and Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN232375201
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smucker Company)

Sponsor-wide plan assets over time

All Smucker Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.91395674606053% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.08M $11.9M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 155 $8M
2023 1 148 $10M
2024 1 156 $12M

Nearby 401(k) Plans in Pennsylvania

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

Smucker Company Savings and Retirement 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Smucker Company Savings and Retirement 401(k) Plan, Total assets ($B): 0.010232982 · Participants: 148Smucker Company Savings and Retirement 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Smucker Company Savings and Retirement 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Smucker Company Savings and Retirement 401(k) Plan side-by-side with 3 peers →

Smucker Company Savings and Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Crowley Retirement Income System Plan - Puerto Rico in FL ($10M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Smucker Company Savings and Retirement 401(k) Plan assets move in 2023? ▼
Smucker Company Savings and Retirement 401(k) Plan grew sharply - up 26.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Smucker Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smucker Company's sponsor-wide assets grew 46.9%, from $8M to $12M.
Which 401(k) plans are similar in size to Smucker Company Savings and Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crowley Retirement Income System Plan - Puerto Rico in FL ($10M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Smucker Company Savings and Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 participants, N/A 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 232375201.

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.