Plan5500

The J.M. Smucker Company Employees' Retirement 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 Employees' Retirement Plan is a benefit plan reported by The J.M. Smucker Company under EIN 34-0538550 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,313 participants and $92,345,055 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
001
Plan type
2
Location
Orrville, OH
Latest filing year
2023
Participants
1,313
End-of-year plan assets
$92,345,055

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,313H, C20250213113930NAL0012491971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,345,055
Total liabilities (EOY)
$0
Net assets (EOY)
$92,345,055
Net assets (BOY)
$107,672,933

Income & contributions

Total contributions
$0
Total income / additions
-$4,594,490

Expenses & distributions

Benefits paid
$9,999,824
Administrative expenses
$733,564
Total expenses
$10,733,388
Net increase / (decrease)
-$15,327,878

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei Private Trust CompanyNONE$375,558not reported in the loaded dataset2023
Willis Towers WatsonNONE$116,109not reported in the loaded dataset2023
Maloney & Novotny LLCNONE$20,500not reported in the loaded dataset2023

Related Form 5500 pages