401(k) · DOL Form 5500 · 2022

Leupold & Stevens, Inc. 401(k) Plan

Data updated 2026-08-11

$103M
Total assets
749
Participants
93rd
Percentile by assets
$137,926
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$103M
total plan assets (2022 EOY)
749
covered participants
93rd
percentile by assets (of 139,126 plans)
$137,926
avg assets per participant

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.

Where Leupold & Stevens Retirement Savings Plan sits 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 $2,010,000,000 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

State
Industry

Leupold & Stevens Retirement Savings Plan vs the 2022 asset distribution

By assets, Leupold & Stevens Retirement Savings Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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.)

$140M$150M$160M$170M$180M 202220232024 $162M $147M ▼ -9.4%
Total plan assets by year, all Leupold & Stevens, Inc. plans on file
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 ($B) Participants Leupold & Stevens Re…, Total assets ($B): 0.103306899 · Participants: 749Leupold & Stevens Re…401(k) Savings and P…, Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and P…Daimler Truck North …, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North …Precision Castparts …, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Em…
Leupold & Stevens Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Leupold & Stevens Retirement Savings Plan by total assets, not by location.

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).

Next read for Leupold & Stevens Retirement Savings Pla…

Scale reading

Ways to act on Leupold & Stevens Retirement Savings Plan's numbers.

  • By total assets, Leupold & Stevens Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
  • Leupold & Stevens, Inc.'s sponsor-wide assets have declined 9.4% since 2022 across 3 plan years on file. More Manufacturing plans