Defined Benefit (Pension) · DOL Form 5500 · 2023

The J.M. Smucker Company Pension Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
331
Participants Below avg headcount
91st
Percentile by assets National rank
$278,988
Avg per participant High balance/head
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Official DOL plan name: The J.M. Smucker Company Employees' Retirement Plan · Sponsored by The J.M. Smucker Company · Ohio · Manufacturing

$92M in assets, 331 participants

The J.M. Smucker Company's The J.M. Smucker Company Employees' Retirement Plan reported $92M in total assets and 331 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,099 in Manufacturing (18,722 peers)

Coverage in Ohio

The J.M. Smucker Company Employees' Retirement Plan covers 331 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $92M.

#16,099
in Manufacturing (18,722 peers)
-14.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The J.M. Smucker Company Employees' Retirement Plan's outsized position by total assets

The J.M. Smucker Company Employees' Retirement Plan vs every filed plan by assets

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

$92,345,055 Top 9% higher than 91% 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

The J.M. Smucker Company Employees' 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. The J.M. Smucker Company Employees' Retirement Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The J.M. Smucker Company Employees' Retirement Plan reported net income rose from -$27M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
  • The J.M. Smucker Company Employees' Retirement Plan reported participants fell from 424 in the plan year 2022 filing to 331 in the plan year 2023 filing.
  • The J.M. Smucker Company Employees' Retirement Plan end-of-year assets fell from $108M in the plan year 2022 filing to $92M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

The J.M. Smucker Company Employees' Retirement Plan · $92M · 331 · 91st

  • EIN $92M
  • RANK 331
  • PHOTO 91st
  • IND Defined Benefit (Pension)
  • EOY near Mountaineer Gas Company Employees' Defined Benefit Pension Plan
  • 5500 ind #16099

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 →

The J.M. Smucker Company Employees' Retirement Plan in the asset neighbourhood

Western Conference of Teamsters Supp Benefit PlanWestern Conference of Teamst…$93MO & G Industries, Inc. Defined Benefit Pension PlanO & G Industries, Inc. Defin…$93MRetirement Plan for Employees of South Jersey Industries, Inc.Retirement Plan for Employee…$93MMountaineer Gas Company Employees' Defined Benefit Pension PlanMountaineer Gas Company Empl…$92MThe J.M. Smucker Company Employees' Retirement PlanThe J.M. Smucker Company Emp…$92M
End-of-year total assets ($M) among The J.M. Smucker Company Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$92M
Net Income-$15M
Employer EIN340538550
Plan Effective Date1957-04-01
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.

The J.M. Smucker Company Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The J.M. Smucker Company Employees' Retirement Plan, Total assets ($B): 0.092345055 · Participants: 331The J.M. Smucker Company Employees' 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
The J.M. Smucker Company Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare The J.M. Smucker Company Employees' Retirement Plan side-by-side with 3 peers →

The J.M. Smucker Company Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Mountaineer Gas Company Employees' Defined Benefit Pension Plan in WV ($92M); by covered participants it is Arnold & Porter Cash Balance Plan and Trust in DC (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 The J.M. Smucker Company Employees' Retirement Plan assets move in 2023? ▼
The J.M. Smucker Company Employees' Retirement Plan pulled back noticeably - down 14.4% during 2023, from $108M to $92M. Reported net income was -$15M.
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 The J.M. Smucker Company Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
The J.M. Smucker Company Employees' Retirement Plan ranks in the 91st 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 The J.M. Smucker Company Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mountaineer Gas Company Employees' Defined Benefit Pension Plan in WV ($92M, 435 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The J.M. Smucker Company Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Arnold & Porter Cash Balance Plan and Trust in DC (331 participants, $188M 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.