401(k) · DOL Form 5500 · 2024

Sm Energy Company 401(k) Plan

Data updated 2026-08-25

$190M
Total assets Near avg plan size
536
Participants Below avg headcount
94th
Percentile by assets National rank
$355,099
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sm Energy Company 401(k) Profit Sharing Plan · Sponsored by Sm Energy Company · Colorado · Mining & Oil Extraction

$190M in assets, 536 participants

Sm Energy Company's Sm Energy Company 401(k) Profit Sharing Plan reported $190M in total assets and 536 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #694 in Mining & Oil Extraction (785 peers)

Where Sm Energy Company 401(k) Profit Sharing Plan sits by assets

Sm Energy Company 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $190M for 536 participants (~$355,099/participant), up 15.8% in 2024.

#694
in Mining & Oil Extraction (785 peers)
+15.8%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Sm Energy Company 401(k) Profit Sharing Plan's outsized position by total assets

Sm Energy Company 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$190,333,294 Top 6% higher than 94% of 123,620 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 2024

Sm Energy Company 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sm Energy Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (536 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sm Energy Company 401(k) Profit Sharing Plan end-of-year assets rose from $164M in the plan year 2023 filing to $190M in the plan year 2024 filing.
  • Sm Energy Company 401(k) Profit Sharing Plan reported net income fell from $26M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410518430 · Sm Energy Company PY 2024 · 401(k)

Sm Energy Company 401(k) Profit Sharing Plan · $190M · 536 · 94th

  • EOY $190M
  • EOY 536
  • EOY 94th
  • EOY 401(k)
  • EOY near The Colson Medical LLC Employees' Retirement Plan
  • EOY ind #694

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 →

Sm Energy Company 401(k) Profit Sharing Plan in the asset neighbourhood

Sa Recycling, LLC 401(k) Profit Sharing PlanSa Recycling, LLC 401(k) Pro…$190MOrthomidwest, PLLC 401(k) Retirement PlanOrthomidwest, PLLC 401(k) Re…$190MSm Energy Company 401(k) Profit Sharing PlanSm Energy Company 401(k) Pro…$190MThe Colson Medical LLC Employees' Retirement PlanThe Colson Medical LLC Emplo…$190MGenesco Salary Deferral Plan$190M
End-of-year total assets ($M) among Sm Energy Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$164M
Net Assets (End of Year)$190M
Net Income$26M
Employer EIN410518430
Plan Effective Date1982-01-01
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 401(k) Plans in Colorado

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

Sm Energy Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants Sm Energy Company 401(k) Profit Sharing Plan, Total assets ($B): 0.190333294 · Participants: 536Sm Energy Company 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Sm Energy Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sm Energy Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sm Energy Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is The Colson Medical LLC Employees' Retirement Plan in IL ($190M); by covered participants it is Nippon Dynawave Packaging Co. 401(k) Plan in WA (536 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($190M here).

Similar participant headcount

Nearest other-state filings by covered participants (536 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sm Energy Company 401(k) Profit Sharing Plan assets move in 2024? ▼
Sm Energy Company 401(k) Profit Sharing Plan grew sharply - up 15.8% during 2024, from $164M to $190M. Reported net income was $26M.
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 Sm Energy Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sm Energy Company 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sm Energy Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Colson Medical LLC Employees' Retirement Plan in IL ($190M, 1,258 participants).
Which 401(k) plans cover a similar participant headcount to Sm Energy Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nippon Dynawave Packaging Co. 401(k) Plan in WA (536 participants, $92M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.