ESOP · DOL Form 5500 · 2022

Stepan Company ESOP

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,270
Participants Near avg headcount
92nd
Percentile by assets National rank
$64,613
Avg per participant Low balance/head
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Official DOL plan name: Stepan Company Employee Stock Ownership Plan II · Sponsored by Stepan Company · Illinois · Manufacturing

$82M in assets, 1,270 participants

Stepan Company's Stepan Company Employee Stock Ownership Plan II reported $82M in total assets and 1,270 participants in its 2022 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.

  • #17,987 in Manufacturing (20,602 peers)

Where Stepan Company Employee Stock Ownership Plan II sits by assets

Stepan Company Employee Stock Ownership Plan II sits in the top 10% of all filed plans by assets, $82M for 1,270 participants (~$64,613/participant), down 17.8% in 2022.

#17,987
in Manufacturing (20,602 peers)
-17.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stepan Company Employee Stock Ownership Plan II's outsized position by total assets

Stepan Company Employee Stock Ownership Plan II vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$82,058,951 Top 8% higher than 92% of 139,123 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 2022

Stepan Company Employee Stock Ownership Plan II's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stepan Company Employee Stock Ownership Plan II lands in the large band (1,270 participants).

EBSA filing schedule strip

Filing strip 361823834 · Stepan Company PY 2022 · ESOP

Stepan Company Employee Stock Ownership Plan II · $82M · 1,270 · 92nd

  • ASSETS $82M
  • ASSETS 1,270
  • ASSETS 92nd
  • ASSETS ESOP
  • ASSETS near Pdg Employee Stock Ownership Plan
  • ASSETS ind #17987

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 What is an ESOP? → · Plans in Illinois →

Stepan Company Employee Stock Ownership Plan II in the asset neighbourhood

H & R Agri-Power Employee Stock Ownership PlanH & R Agri-Power Employee St…$82MCommunications International, Inc. Employee Stock Ownership Plan and TrustCommunications International…$82MState Utility Contractors, Inc. Employee Stock Ownership PlanState Utility Contractors, I…$82MStepan Company Employee Stock Ownership Plan IIStepan Company Employee Stoc…$82MPdg Employee Stock Ownership PlanPdg Employee Stock Ownership…$82M
End-of-year total assets ($M) among Stepan Company Employee Stock Ownership Plan II and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$82M
Net Income-$16M
Employer EIN361823834
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stepan Company)

Sponsor-wide plan assets over time

All Stepan Company plans reported in each filing year

Latest sponsor-wide plan assets
$564M 0.3631700543468656% vs 2022
2024 filing year
$550M$560M$570M$580M$590M$600M 202220232024 $562M $564M ▲ +0.4%
Year Plans Participants Total Assets
2022 5 2,847 $562M
2023 5 2,836 $595M
2024 5 2,748 $564M

Nearby ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

Stepan Company Employee Stock Ownership Plan II vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Stepan Company Employee Stock Ownership Plan II, Total assets ($B): 0.082058951 · Participants: 1270Stepan Company Employee Stock Ownership Plan IIAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Stepan Company Employee Stock Ownership Plan II vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Stepan Company Employee Stock Ownership Plan II side-by-side with 3 peers →

Stepan Company Employee Stock Ownership Plan II's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Pdg Employee Stock Ownership Plan in CA ($82M); by covered participants it is Gray, Inc. Employee Stock Ownership Plan in KY (1,269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,270 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stepan Company Employee Stock Ownership Plan II assets move in 2022? ▼
Stepan Company Employee Stock Ownership Plan II declined sharply - down 17.8% during 2022, from $100M to $82M. Reported net income was -$16M.
How have Stepan Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stepan Company's sponsor-wide assets grew 0.4%, from $562M to $564M.
Where does Stepan Company Employee Stock Ownership Plan II rank by assets among Form 5500 filers? ▼
Stepan Company Employee Stock Ownership Plan II ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Stepan Company Employee Stock Ownership Plan II? ▼
Among ESOP plans in other states, the closest by assets is Pdg Employee Stock Ownership Plan in CA ($82M, 144 participants).
Which ESOP plans cover a similar participant headcount to Stepan Company Employee Stock Ownership Plan II? ▼
Among ESOP plans in other states, the closest by covered participants is Gray, Inc. Employee Stock Ownership Plan in KY (1,269 participants, $113M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361823834.

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.