Defined Benefit (Pension) · DOL Form 5500 · 2024

Sm Energy Company Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
205
Participants Below avg headcount
86th
Percentile by assets National rank
$292,588
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Sm Energy Company · Sponsored by Sm Energy Company · Colorado · Mining & Oil Extraction

$60M in assets, 205 participants

Sm Energy Company's Pension Plan for Employees of Sm Energy Company reported $60M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

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

Where Pension Plan for Employees of Sm Energy Company sits by assets

Pension Plan for Employees of Sm Energy Company sits in the top quartile of all filed plans by assets, $60M for 205 participants (~$292,588/participant), up 18.8% in 2024.

#586
in Mining & Oil Extraction (785 peers)
+18.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pension Plan for Employees of Sm Energy Company's outsized position by total assets

Pension Plan for Employees of Sm Energy Company vs every filed plan by assets

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

$59,980,558 Top 14% higher than 86% 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

Pension Plan for Employees of Sm Energy Company 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. Pension Plan for Employees of Sm Energy Company sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Employees of Sm Energy Company end-of-year assets rose from $51M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Pension Plan for Employees of Sm Energy Company reported participants fell from 227 in the plan year 2023 filing to 205 in the plan year 2024 filing.
  • Pension Plan for Employees of Sm Energy Company reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410518430 · Sm Energy Company PY 2024 · Defined Benefit (Pension)

Pension Plan for Employees of Sm Energy Company · $60M · 205 · 86th

  • SCH $60M
  • EBSA 205
  • PART 86th
  • TYPE Defined Benefit (Pension)
  • NET near Wood County Hospital Retirement Plan
  • BOOK ind #586

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 →

Pension Plan for Employees of Sm Energy Company in the asset neighbourhood

Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, TexasNewmarket Corporation Retire…$60MCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and TrustCoastal Federal Credit Union…$60MPension Plan for Employees of Sm Energy CompanyPension Plan for Employees o…$60MWood County Hospital Retirement PlanWood County Hospital Retirem…$60MPermanente Retirement Plan$60M
End-of-year total assets ($M) among Pension Plan for Employees of Sm Energy Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$60M
Net Income$9M
Employer EIN410518430
Plan Effective Date1977-01-01
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 Defined Benefit (Pension) Plans in Colorado

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

Pension Plan for Employees of Sm Energy Company vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Pension Plan for Employees of Sm Energy Company, Total assets ($B): 0.059980558 · Participants: 205Pension Plan for Employees of Sm Energy CompanyRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.290530979 · Participants: 38340Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.901154325 · Participants: 1243Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.810486388 · Participants: 1243Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.443617213 · Participants: 217Medianews Group Pension PlanNational Laboratory of the Rockies Shared Security Pension Plan, Total assets ($B): 0.43554378 · Participants: 3154National Laboratory of the Rockies Shared Security Pension Plan
Pension Plan for Employees of Sm Energy Company vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Pension Plan for Employees of Sm Energy Company side-by-side with 3 peers →

Pension Plan for Employees of Sm Energy Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Wood County Hospital Retirement Plan in OH ($60M); by covered participants it is Air Canada U.S. Pension Plan in (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Pension Plan for Employees of Sm Energy Company assets move in 2024? ▼
Pension Plan for Employees of Sm Energy Company grew sharply - up 18.8% during 2024, from $51M to $60M. Reported net income was $9M.
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 Pension Plan for Employees of Sm Energy Company rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Sm Energy Company ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Sm Energy Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wood County Hospital Retirement Plan in OH ($60M, 688 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Sm Energy Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Air Canada U.S. Pension Plan in (205 participants, $138M 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.