The J.M. Smucker Company Employee Savings Plan — Form 5500 plan (The J.M. Smucker Company)
Plain-English plan 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, The J.M. Smucker Company Employee Savings Plan is a benefit plan reported by The J.M. Smucker Company under EIN 34-0538550 and plan number 011. The latest loaded filing year is 2023. The filing reports 9,522 participants and $1,273,661,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The J.M. Smucker Company
- EIN
- 34-0538550
- Plan number
- 011
- Plan type
- 2
- Location
- Orrville, OH
- Latest filing year
- 2023
- Participants
- 9,522
- End-of-year plan assets
- $1,273,661,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,522 | H, C | 20241014155520NAL0054311986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,273,661,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,273,661,081
- Net assets (BOY)
- $1,213,512,161
Income & contributions
- Employer contributions
- $37,482,841
- Participant contributions
- $47,289,828
- Total contributions
- $90,838,762
- Total income / additions
- $264,434,166
Expenses & distributions
- Benefits paid
- $203,763,103
- Administrative expenses
- $330,774
- Total expenses
- $204,285,246
- Net increase / (decrease)
- $60,148,920
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $240,267 | $0 | 2023 |
| Sei Investments | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | CONSULTANT | $26,000 | not reported in the loaded dataset | 2023 |
| Maloney Novotny | ACCOUNTANT/AUDITOR | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The J.M. Smucker Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Orrville, OH
- Fidelity Investments Institutional — Schedule C compensation
- Sei Investments — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Maloney Novotny — Schedule C compensation