Plan5500

Sm Energy Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sm Energy Company (EIN 41-0518430) is a plan sponsor located in Denver, CO with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0518430
Location
Denver, CO
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sm Energy Company

  • 3 loaded plans hold $214.8M in reported assets.
  • The largest, Sm Energy Company 401(K) Profit Sharing Plan, holds 76% of this company's reported plan assets.
  • Plans cover 1,682 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$214.8MSummed across loaded plans$214,799,354
Total reported assets$214.8M$214,822,862
Total reported participants1.7K1,682
Total reported liabilities$23.5K$23,508

Reported net position

Reported assets = net assets + liabilities (summed)$214.8M total assets
Net assets$214.8MLiabilities$23.5K
Contributions & income
Employer contributions$16.9M
Participant contributions$7.1M
Total income / additions$54.9M
Expenses & distributions
Benefits paid / distributions$18.1M
Total expenses$18.2M
Net increase / (decrease)$36.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets76%Sm Energy Company 401(K) Profit Sharing Plan
Participants per plan561Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sm Energy Company 401(K) Profit Sharing Plan$164.3M
    Plan #003 · 753 participants · 2023
  2. 2
    Pension Plan For Employees Of Sm Energy Company$50.5M
    Plan #001 · 396 participants · 2023
  3. 3
    Sm Energy Company Health And Welfare Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 533 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sm Energy Company. Open one for its full reported snapshot.

  1. 2023
    Sm Energy Company Health And Welfare Employee Benefit Plan533 participants · 2No schedules
    View filing →
  2. 2023
    Sm Energy Company 401(K) Profit Sharing Plan753 participants · 2Sch HSch C
    View filing →
  3. 2023
    Pension Plan For Employees Of Sm Energy Company396 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sm Energy Company report on Form 5500?
Sm Energy Company (EIN 41-0518430) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sm Energy Company?
The Employer Identification Number (EIN) reported for Sm Energy Company is 41-0518430.
What is the latest Form 5500 filing year for Sm Energy Company?
The latest loaded Form 5500 filing year for Sm Energy Company is 2023.

Related Form 5500 pages