Defined Benefit (Pension) · DOL Form 5500 · 2023

The J.M. Smucker Company Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
159
Participants Small participant base
89th
Percentile by assets National rank
$455,334
Avg per participant High balance/head
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Official DOL plan name: The J. M. Smucker Company Represented Employees' Retirement Plan · Sponsored by The J.M. Smucker Company · Ohio · Manufacturing

$72M in assets, 159 participants

The J.M. Smucker Company's The J. M. Smucker Company Represented Employees' Retirement Plan reported $72M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,638 in Manufacturing (18,722 peers)

Coverage in Ohio

The J. M. Smucker Company Represented Employees' Retirement Plan covers 159 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $72M.

#15,638
in Manufacturing (18,722 peers)
-7.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$72,398,112 Top 11% higher than 89% 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 Represented 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 Represented Employees' Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The J. M. Smucker Company Represented Employees' Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • The J. M. Smucker Company Represented Employees' Retirement Plan reported participants rose from 147 in the plan year 2022 filing to 159 in the plan year 2023 filing.
  • The J. M. Smucker Company Represented Employees' Retirement Plan end-of-year assets fell from $78M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

The J. M. Smucker Company Represented Employees' Retirement Plan · $72M · 159 · 89th

  • TYPE $72M
  • TYPE 159
  • TYPE 89th
  • TYPE Defined Benefit (Pension)
  • TYPE near Royal Neighbors of America Merged Retirement Plan
  • TYPE ind #15638

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 Represented Employees' Retirement Plan in the asset neighbourhood

Kerry Inc. Employees Retirement PlanKerry Inc. Employees Retirem…$73MStar One Credit Union Retirement PlanStar One Credit Union Retire…$72MThe J. M. Smucker Company Represented Employees' Retirement PlanThe J. M. Smucker Company Re…$72MRoyal Neighbors of America Merged Retirement PlanRoyal Neighbors of America M…$72MBradford White Corporation UAW Retirement Income PlanBradford White Corporation U…$72M
End-of-year total assets ($M) among The J. M. Smucker Company Represented 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)$78M
Net Assets (End of Year)$72M
Net Income-$6M
Employer EIN340538550
Plan Effective Date1963-05-05
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 Represented Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The J. M. Smucker Company Represented Employees' Retirement Plan, Total assets ($B): 0.072398112 · Participants: 159The J. M. Smucker Company Represented 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 Represented Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare The J. M. Smucker Company Represented Employees' Retirement Plan side-by-side with 3 peers →

The J. M. Smucker Company Represented 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 Royal Neighbors of America Merged Retirement Plan in IL ($72M); by covered participants it is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants). Same-state nearby plans are listed separately above.

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 Represented Employees' Retirement Plan assets move in 2023? ▼
The J. M. Smucker Company Represented Employees' Retirement Plan pulled back noticeably - down 7.8% during 2023, from $78M to $72M. Reported net income was -$6M.
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 Represented Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
The J. M. Smucker Company Represented Employees' Retirement Plan ranks in the 89th 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 The J. M. Smucker Company Represented Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Royal Neighbors of America Merged Retirement Plan in IL ($72M, 25 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The J. M. Smucker Company Represented Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants, $65M 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.