Defined Benefit (Pension) · DOL Form 5500 · 2022

Leupold & Stevens Inc. Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
369
Participants Below avg headcount
89th
Percentile by assets National rank
$160,031
Avg per participant Above avg balance/head
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Official DOL plan name: Leupold & Stevens Employees' Pension Plan · Sponsored by Leupold & Stevens Inc. · Oregon · Manufacturing

$59M in assets, 369 participants

Leupold & Stevens Inc.'s Leupold & Stevens Employees' Pension Plan reported $59M in total assets and 369 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #17,343 in Manufacturing (20,602 peers)

Where Leupold & Stevens Employees' Pension Plan sits by assets

Leupold & Stevens Employees' Pension Plan sits in the top quartile of all filed plans by assets, $59M for 369 participants (~$160,031/participant), down 26.6% in 2022.

#17,343
in Manufacturing (20,602 peers)
-26.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leupold & Stevens Employees' Pension Plan's outsized position by total assets

Leupold & Stevens Employees' Pension Plan vs every filed plan by assets

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

$59,051,281 Top 11% higher than 89% 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

Leupold & Stevens Employees' Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leupold & Stevens Employees' Pension Plan sits mid-pack in the medium band (369 participants).

EBSA filing schedule strip

Filing strip 930372974 · Leupold & Stevens Inc. PY 2022 · Defined Benefit (Pension)

Leupold & Stevens Employees' Pension Plan · $59M · 369 · 89th

  • EIN $59M
  • EIN 369
  • EIN 89th
  • EIN Defined Benefit (Pension)
  • EIN near The Spirax Sarco, Inc. Pension Plan
  • EIN ind #17343

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 Oregon →

Leupold & Stevens Employees' Pension Plan in the asset neighbourhood

DC 37 Local 389 Home Care Employees Pension FundDC 37 Local 389 Home Care Em…$59MRet Inc Plan for Ees of the Knapheide Mfg Co. Local 822Ret Inc Plan for Ees of the …$59MLeupold & Stevens Employees' Pension PlanLeupold & Stevens Employees'…$59MThe Spirax Sarco, Inc. Pension PlanThe Spirax Sarco, Inc. Pensi…$59MThe Scotts Company LLC Associates' Pension PlanThe Scotts Company LLC Assoc…$59M
End-of-year total assets ($M) among Leupold & Stevens Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$59M
Net Income-$21M
Employer EIN930372974
Plan Effective Date1945-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Leupold & Stevens Inc.)

Sponsor-wide plan assets over time

All Leupold & Stevens Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 9.414830222905923% vs 2022
2024 filing year
$140M$150M$160M$170M$180M 202220232024 $162M $147M ▼ -9.4%
Year Plans Participants Total Assets
2022 2 1,118 $162M
2023 2 1,153 $173M
2024 2 853 $147M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Leupold & Stevens Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Leupold & Stevens Employees' Pension Plan, Total assets ($B): 0.059051281 · Participants: 369Leupold & Stevens Employees' Pension PlanXpo Logistics Pension Plan, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Metal Workers Pension PlanOregon Retail Employees Pension Plan, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employees Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts Corp. Retirement Plan
Leupold & Stevens Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Leupold & Stevens Employees' Pension Plan side-by-side with 3 peers →

Leupold & Stevens Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is The Spirax Sarco, Inc. Pension Plan in SC ($59M); by covered participants it is Ti Group Automotive Systems Retirement Plan in MI (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Leupold & Stevens Employees' Pension Plan assets move in 2022? ▼
Leupold & Stevens Employees' Pension Plan declined sharply - down 26.6% during 2022, from $80M to $59M. Reported net income was -$21M.
How have Leupold & Stevens Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leupold & Stevens Inc.'s sponsor-wide assets declined 9.4%, from $162M to $147M.
Where does Leupold & Stevens Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Leupold & Stevens Employees' Pension Plan ranks in the 89th 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 Leupold & Stevens Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Spirax Sarco, Inc. Pension Plan in SC ($59M, 239 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Leupold & Stevens Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ti Group Automotive Systems Retirement Plan in MI (369 participants, $126M in assets).

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 930372974.

Read our methodology - how this data is sourced, computed, and verified.

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