Defined Benefit (Pension) · DOL Form 5500 · 2024
The J.M. Smucker Company Pension Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 119
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Big Heart Pet Brands Retirement Plan · Sponsored by The J.M. Smucker Company · Ohio · Manufacturing
$122M in assets, 119 participants
The J.M. Smucker Company's Big Heart Pet Brands Retirement Plan reported $122M in total assets and 119 participants in its 2024 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.
- #15,595 in Manufacturing (17,777 peers)
Coverage in Ohio
Big Heart Pet Brands Retirement Plan covers 119 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $122M.
- #15,595
- in Manufacturing (17,777 peers)
- +0.6%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
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 2024 · DOL Form 5500
$122,398,455 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Big Heart Pet Brands Retirement 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. Big Heart Pet Brands Retirement Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Big Heart Pet Brands Retirement Plan reported net income rose from -$14M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Big Heart Pet Brands Retirement Plan reported participants fell from 179 in the plan year 2023 filing to 119 in the plan year 2024 filing.
- Big Heart Pet Brands Retirement Plan end-of-year assets rose from $122M in the plan year 2023 filing to $122M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 340538550 · The J.M. Smucker Company PY 2024 · Defined Benefit (Pension)
Big Heart Pet Brands Retirement Plan · $122M · 119 · 92nd
- PCT $122M
- PCT 119
- PCT 92nd
- PCT Defined Benefit (Pension)
- PCT near IBEW Local 129 Pension Fund Pension Plan
- PCT ind #15595
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
Ohio filing particulars
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $2M |
| Employer EIN | 340538550 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING 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
| 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.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
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 IBEW Local 129 Pension Fund Pension Plan in MI ($123M); by covered participants it is Signature Healthcare Retirement Plan in MA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Signature Healthcare Retirement Plan (MA) 119 · 0 off
- Indiana Gas Company, Inc. Bargaining Unit Retirement Plan (IN) 119 · 0 off
- Lakeside Bank Retirement Plan (IL) 119 · 0 off
- Kbf Cpas LLP Cash Balance Plan (OR) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.