401(k) · DOL Form 5500 · 2022

Leupold & Stevens, Inc. 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
749
Participants Near avg headcount
93rd
Percentile by assets National rank
$137,926
Avg per participant Near avg balance/head
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Official DOL plan name: Leupold & Stevens Retirement Savings Plan · Sponsored by Leupold & Stevens, Inc. · Oregon · Manufacturing

$103M in assets, 749 participants

Leupold & Stevens, Inc.'s Leupold & Stevens Retirement Savings Plan reported $103M in total assets and 749 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,376 in Manufacturing (20,602 peers)

Where Leupold & Stevens Retirement Savings Plan sits by assets

Leupold & Stevens Retirement Savings Plan sits in the top 10% of all filed plans by assets, $103M for 749 participants (~$137,926/participant), down 14.0% in 2022.

#18,376
in Manufacturing (20,602 peers)
-14.0%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leupold & Stevens Retirement Savings Plan's outsized position by total assets

Leupold & Stevens Retirement Savings Plan vs every filed plan by assets

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

$103,306,899 Top 7% higher than 93% 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 Retirement Savings 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 Retirement Savings Plan sits mid-pack in the medium band (749 participants).

Plan-year Form 5500 strip

Filing strip 930372974 · Leupold & Stevens, Inc. PY 2022 · 401(k)

Leupold & Stevens Retirement Savings Plan · $103M · 749 · 93rd

  • PHOTO $103M
  • IND 749
  • EOY 93rd
  • 5500 401(k)
  • ASSETS near Diodes, Inc. 401(k) Plan
  • PCT ind #18376

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 Retirement Savings Plan in the asset neighbourhood

Ballad Health 401(k) Plan$103MAmcor 401(k) Plan for Bargaining Unit EmployeesAmcor 401(k) Plan for Bargai…$103MLeupold & Stevens Retirement Savings PlanLeupold & Stevens Retirement…$103MDiodes, Inc. 401(k) Plan$103MLancaster Colony Corporation 401(k) PlanLancaster Colony Corporation…$103M
End-of-year total assets ($M) among Leupold & Stevens Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$103M
Net Income-$17M
Employer EIN930372974
Plan Effective Date1988-04-01
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 401(k) Plans in Oregon

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

Leupold & Stevens Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Leupold & Stevens Retirement Savings Plan, Total assets ($B): 0.103306899 · Participants: 749Leupold & Stevens Retirement Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Leupold & Stevens Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Leupold & Stevens Retirement Savings Plan side-by-side with 3 peers →

Leupold & Stevens Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Diodes, Inc. 401(k) Plan in TX ($103M); by covered participants it is Cda Dba Maxsent 401(k) Plan in MD (749 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103M here).

Similar participant headcount

Nearest other-state filings by covered participants (749 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 Retirement Savings Plan assets move in 2022? ▼
Leupold & Stevens Retirement Savings Plan pulled back noticeably - down 14.0% during 2022, from $120M to $103M. Reported net income was -$17M.
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 Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Leupold & Stevens Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Leupold & Stevens Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diodes, Inc. 401(k) Plan in TX ($103M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Leupold & Stevens Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cda Dba Maxsent 401(k) Plan in MD (749 participants, $5M 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.