401(k)
2022 plan-year 401(k) DOL Form 5500

Stepan Company Savings and Investment Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Stepan Company · Illinois · Manufacturing

What the 2023 filing shows

Stepan Company Savings and Investment Retirement Plan holds $343M for 1,263 participants — about $271,903 per participant, down 19.6% over the 2022 plan year.

$343M
total plan assets (2022 EOY)
1,263
covered participants
$271,903
avg assets per participant
-19.6%
assets change YoY

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.

Total Assets (2023)
$343M
Participants
1,263
State
Industry
Manufacturing

What the Filing Says About Stepan Company Savings and Investment Retirement Plan

Stepan Company Savings and Investment Retirement Plan is a 401(k) retirement plan sponsored by Stepan Company, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $343M in total end-of-year assets and covers 1,263 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 361823834, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $427M at the beginning of 2022 to $343M at year-end — a decline of 19.6%. Net assets (after liabilities) closed the year at $343M, with reported net income of $-85,242,160 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$427M
Total Assets (End of Year)$343M
Net Assets (End of Year)$343M
Net Income$-85,242,160
Plan Type401(k)
Employer EIN361823834
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stepan Company)

Year Plans Participants Total Assets
2022 5 2,847 $559M
2023 5 2,836 $592M
2024 5 2,748 $561M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Stepan Company Savings and Investment Retirement Plan?
As of the 2022 Form 5500 filing, Stepan Company Savings and Investment Retirement Plan holds $343M in total assets with 1,263 participants. It is sponsored by Stepan Company.
What type of plan is Stepan Company Savings and Investment Retirement Plan?
Stepan Company Savings and Investment Retirement Plan is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 361823834.
Who sponsors the Stepan Company Savings and Investment Retirement Plan?
Stepan Company Savings and Investment Retirement Plan is sponsored by Stepan Company, located in Illinois. The sponsor's EIN is 361823834 and the plan operates in the Manufacturing industry.
How did Stepan Company Savings and Investment Retirement Plan perform in 2022?
Stepan Company Savings and Investment Retirement Plan declined by 19.6% during 2022, moving from $427M to $343M in total assets. Net income was $-85,242,160.
Where can I find official filings for Stepan Company Savings and Investment Retirement Plan?
Official Form 5500 filings for Stepan Company Savings and Investment Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 361823834 or plan name at efast.dol.gov.
How does Stepan Company Savings and Investment Retirement Plan compare to other plans?
You can compare Stepan Company Savings and Investment Retirement Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.