Defined Benefit (Pension) · DOL Form 5500 · 2022

Stepan Company Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
66
Participants Small participant base
82nd
Percentile by assets National rank
$421,512
Avg per participant High balance/head
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Official DOL plan name: Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees · Sponsored by Stepan Company · Illinois · Manufacturing

$28M in assets, 66 participants

Stepan Company's Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees reported $28M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,301 in Manufacturing (20,602 peers)

Where Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees sits by assets

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees sits in the top quartile of all filed plans by assets, $28M for 66 participants (~$421,512/participant), down 23.6% in 2022.

#15,301
in Manufacturing (20,602 peers)
-23.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees's outsized position by total assets

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees vs every filed plan by assets

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

$27,819,808 Top 18% higher than 82% 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 Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees is a small filing (66 participants) on this national headcount ladder.

DOL schedule card

Filing strip 361823834 · Stepan Company PY 2022 · Defined Benefit (Pension)

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees · $28M · 66 · 82nd

  • SCH $28M
  • SCH 66
  • SCH 82nd
  • SCH Defined Benefit (Pension)
  • SCH near Retirement Plan of Fulton Savings Bank
  • SCH ind #15301

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 Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees in the asset neighbourhood

Employees' Pension Plan of Rgc Resources, Inc.Employees' Pension Plan of R…$28MIneos Pigments USA Inc. Hourly Employees' Retirement PlanIneos Pigments USA Inc. Hour…$28MEmployees' Retirement Plan of Centrus Energy Corp.Employees' Retirement Plan o…$28MStepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly EmployeesStepan Company Retirement Pl…$28MRetirement Plan of Fulton Savings BankRetirement Plan of Fulton Sa…$28M
End-of-year total assets ($M) among Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$28M
Net Income-$9M
Employer EIN361823834
Plan Effective Date1943-12-15
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 Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees, Total assets ($B): 0.027819808 · Participants: 66Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly EmployeesCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Fulton Savings Bank in NY ($28M); by covered participants it is Lakeland Financial Corporation Employees' Pension Plan in IN (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees assets move in 2022?
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees declined sharply - down 23.6% during 2022, from $36M to $28M. Reported net income was -$9M.
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 Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees rank by assets among Form 5500 filers?
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Fulton Savings Bank in NY ($28M, 64 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lakeland Financial Corporation Employees' Pension Plan in IN (66 participants, $2M in assets).