ESOP · DOL Form 5500 · 2022
Stepan Company ESOP
Data updated 2026-08-11
- $82M
- Total assets
- 1,270
- Participants
- 92nd
- Percentile by assets
- $64,613
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $82M
- total plan assets (2022 EOY)
- 1,270
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $64,613
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Stepan Company Employee Stock Ownership Plan II outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | -$16M |
| Employer EIN | 361823834 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stepan Company)
| 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
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stepan Company Employee Stock Ownership Plan II by total assets, not by location.
Frequently Asked Questions
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How have Stepan Company plan assets changed over time? ▼
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Scale reading
Ways to act on Stepan Company Employee Stock Ownership Plan II's numbers.
- By total assets, Stepan Company Employee Stock Ownership Plan II ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Stepan Company's sponsor-wide assets have grown 0.4% since 2022 across 3 plan years on file. More Manufacturing plans