401(k) · DOL Form 5500 · 2022

Stepan Company 401(k) Plan

Data updated 2026-08-25

$343M
Total assets Above avg plan size
1,263
Participants Near avg headcount
97th
Percentile by assets National rank
$271,903
Avg per participant High balance/head
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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.

  • #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.

#19,630
in Manufacturing (20,602 peers)
-19.6%
assets change YoY
3.4×
vs typical plan assets (national mean)

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.

Stepan Company Savings and Investment Retirement Plan's outsized position by total assets

Stepan Company Savings and Investment Retirement Plan vs every filed plan by assets

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

$343,413,647 Top 3% higher than 97% 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 Savings and Investment Retirement Plan'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 Savings and Investment Retirement Plan lands in the large band (1,263 participants).

EBSA filing schedule strip

Filing strip 361823834 · Stepan Company PY 2022 · 401(k)

Stepan Company Savings and Investment Retirement Plan · $343M · 1,263 · 97th

  • IND $343M
  • IND 1,263
  • IND 97th
  • IND 401(k)
  • IND near The Davey 401ksop and ESOP
  • IND ind #19630

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 Manufacturing retirement plans → · Plans in Illinois →

Stepan Company Savings and Investment Retirement Plan in the asset neighbourhood

Privia Retirement Plan$344MStepan Company Savings and Investment Retirement PlanStepan Company Savings and I…$343MThe Davey 401ksop and ESOP$343MShands Jacksonville Retirement PlanShands Jacksonville Retireme…$343MWomble Bond Dickinson (US) LLP Savings and Self Employed Retirement Plan aWomble Bond Dickinson (US) L…$343M
End-of-year total assets ($M) among Stepan Company Savings and Investment Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

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 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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Stepan Company Savings and Investment Retirement Plan, Total assets ($B): 0.343413647 · Participants: 1263Stepan Company Savings and Investment Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Stepan Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Stepan Company Savings and Investment Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Davey 401ksop and ESOP in OH ($343M); by covered participants it is Cennial Company, Inc. 401(k) Profit Sharing Plan in PA (1,263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($343M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,263 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 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).
Which 401(k) plans cover a similar participant headcount to Stepan Company Savings and Investment Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cennial Company, Inc. 401(k) Profit Sharing Plan in PA (1,263 participants, $8M in assets).