401(k) · DOL Form 5500 · 2022

Stepan Company 401(k) Plan

Data updated 2026-08-11

$343M
Total assets
1,263
Participants
97th
Percentile by assets
$271,903
Avg per participant
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Official DOL plan name: Stepan Company Savings and Investment Retirement Plan · Sponsored by Stepan Company · Illinois · Manufacturing

$343M in assets, 1,263 participants

Stepan Company's Stepan Company Savings and Investment Retirement Plan reported $343M in total assets and 1,263 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #19,630 in Manufacturing (20,602 peers)

Where Stepan Company Savings and Investment Retirement Plan sits by assets

Stepan Company Savings and Investment Retirement Plan sits in the top 5% of all filed plans by assets, $343M for 1,263 participants (~$271,903/participant), down 19.6% in 2022.

$343M
total plan assets (2022 EOY)
1,263
covered participants
97th
percentile by assets (of 139,126 plans)
$271,903
avg assets per participant

The plan reported a net loss of $85M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Stepan Company Savings and Investment Retirement Plan vs the 2022 asset distribution

By assets, Stepan Company Savings and Investment Retirement Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$427M
Net Assets (End of Year)$343M
Net Income-$85M
Employer EIN361823834
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stepan Company)

$550M$560M$570M$580M$590M$600M 202220232024 $562M $564M ▲ +0.4%
Total plan assets by year, all Stepan Company plans on file
Year Plans Participants Total Assets
2022 5 2,847 $562M
2023 5 2,836 $595M
2024 5 2,748 $564M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stepan Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Stepan Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Stepan Company Savin…State Farm 401(k) Sa…Accenture United Sta…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Stepan Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stepan Company Savings and Investment Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Stepan Company Savings and Investment Retirement Plan assets move in 2022?
Stepan Company Savings and Investment Retirement Plan declined sharply - down 19.6% during 2022, from $427M to $343M. Reported net income was -$85M.
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 Savings and Investment Retirement Plan rank by assets among Form 5500 filers?
Stepan Company Savings and Investment Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Stepan Company Savings and Investment Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Davey 401ksop and ESOP in OH ($343M, 7,345 participants).

Next read for Stepan Company Savings and Investment Re…

Scale reading

Ways to act on Stepan Company Savings and Investment Retirement Plan's numbers.

  • By total assets, Stepan Company Savings and Investment Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) 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