Defined Benefit (Pension) · DOL Form 5500 · 2023

The J.M. Smucker Company Pension Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
179
Participants Small participant base
92nd
Percentile by assets National rank
$679,474
Avg per participant High balance/head
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Official DOL plan name: Big Heart Pet Brands Retirement Plan · Sponsored by The J.M. Smucker Company · Ohio · Manufacturing

$122M in assets, 179 participants

The J.M. Smucker Company's Big Heart Pet Brands Retirement Plan reported $122M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,572 in Manufacturing (18,722 peers)

Coverage in Ohio

Big Heart Pet Brands Retirement Plan covers 179 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $122M.

#16,572
in Manufacturing (18,722 peers)
-8.4%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Big Heart Pet Brands Retirement Plan's outsized position by total assets

Big Heart Pet Brands Retirement Plan vs every filed plan by assets

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

$121,625,912 Top 8% higher than 92% 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

Big Heart Pet Brands Retirement 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. Big Heart Pet Brands Retirement Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Big Heart Pet Brands Retirement Plan reported net income rose from -$31M in the plan year 2022 filing to -$14M in the plan year 2023 filing.
  • Big Heart Pet Brands Retirement Plan reported participants fell from 242 in the plan year 2022 filing to 179 in the plan year 2023 filing.
  • Big Heart Pet Brands Retirement Plan end-of-year assets fell from $133M in the plan year 2022 filing to $122M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340538550 · The J.M. Smucker Company PY 2023 · Defined Benefit (Pension)

Big Heart Pet Brands Retirement Plan · $122M · 179 · 92nd

  • EBSA $122M
  • EBSA 179
  • EBSA 92nd
  • EBSA Defined Benefit (Pension)
  • EBSA near Pan-American Life Insurance Company Employees' Retirement Benefit Plan
  • EBSA ind #16572

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 Manufacturing retirement plans → · Plans in Ohio →

Big Heart Pet Brands Retirement Plan in the asset neighbourhood

Pan-American Life Insurance Company Employees' Retirement Benefit PlanPan-American Life Insurance …$122MBig Heart Pet Brands Retirement PlanBig Heart Pet Brands Retirem…$122MEsco Corporation Pension Plan$122MRoofers Union Local No.33 Pension FundRoofers Union Local No.33 Pe…$122MDefined Benefit Pension Plan for the Employees of Excela HealthDefined Benefit Pension Plan…$121M
End-of-year total assets ($M) among Big Heart Pet Brands Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$119M
Net Income-$14M
Employer EIN340538550
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The J.M. Smucker Company)

Sponsor-wide plan assets over time

All The J.M. Smucker Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 14.727470065418464% vs 2022
2024 filing year
$1.5B$1.6B$1.7B$1.8B 202220232024 $1.53B $1.76B ▲ +15.0%
Year Plans Participants Total Assets
2022 5 7,215 $1.5B
2023 4 7,324 $1.6B
2024 4 6,689 $1.8B

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Big Heart Pet Brands Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Big Heart Pet Brands Retirement Plan, Total assets ($B): 0.121625912 · Participants: 179Big Heart Pet Brands Retirement PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Big Heart Pet Brands Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Big Heart Pet Brands Retirement Plan side-by-side with 3 peers →

Big Heart Pet Brands Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Pan-American Life Insurance Company Employees' Retirement Benefit Plan in LA ($122M); by covered participants it is Austin Telco Fcu Retirement Plan in TX (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Big Heart Pet Brands Retirement Plan assets move in 2023? ▼
Big Heart Pet Brands Retirement Plan pulled back noticeably - down 8.4% during 2023, from $133M to $122M. Reported net income was -$14M.
How have The J.M. Smucker Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The J.M. Smucker Company's sponsor-wide assets grew 14.7%, from $1.5B to $1.8B.
Where does Big Heart Pet Brands Retirement Plan rank by assets among Form 5500 filers? ▼
Big Heart Pet Brands Retirement Plan ranks in the 92nd 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 Defined Benefit (Pension) plans are similar in size to Big Heart Pet Brands Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pan-American Life Insurance Company Employees' Retirement Benefit Plan in LA ($122M, 73 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Big Heart Pet Brands Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Austin Telco Fcu Retirement Plan in TX (179 participants, $26M 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 340538550.

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.