401(k) · DOL Form 5500 · 2023
Leupold & Stevens, Inc. 401(k) Plan
Data updated 2026-08-11
- $125M
- Total assets
- 811
- Participants
- 93rd
- Percentile by assets
- $154,473
- Avg per participant
Official DOL plan name: Leupold & Stevens Retirement Savings Plan · Sponsored by Leupold & Stevens, Inc. · Oregon · Manufacturing
$125M in assets, 811 participants
Leupold & Stevens, Inc.'s Leupold & Stevens Retirement Savings Plan reported $125M in total assets and 811 participants in its 2023 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 127,072 plans)
- #16,615 in Manufacturing (18,722 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, $125M for 811 participants (~$154,473/participant), up 21.3% in 2023.
- $125M
- total plan assets (2023 EOY)
- 811
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $154,473
- avg assets per participant
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 2023 · DOL Form 5500
$125,277,629 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leupold & Stevens Retirement Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Leupold & Stevens Retirement Savings Plan end-of-year assets rose from $103M in the plan year 2022 filing to $125M in the plan year 2023 filing.
- Leupold & Stevens Retirement Savings Plan reported participants rose from 749 in the plan year 2022 filing to 811 in the plan year 2023 filing.
Leupold & Stevens Retirement Savings Plan vs the 2023 asset distribution
By assets, Leupold & Stevens Retirement Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | $22M |
| Employer EIN | 930372974 |
| Plan Effective Date | 1988-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leupold & Stevens, Inc.)
| 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
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
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.
- Full Sail 401(k) Savings Plan (FL) $125M · 1,922
- McDonald's Hopkins LLC Profit Sharing Plan (OH) $125M · 283
- The Fishel Company Retirement Savings Plan (OH) $125M · 2,259
- Mitsubishi Hc Capital America, Inc. 401(k) Plan (CT) $125M · 669
Frequently Asked Questions
How did Leupold & Stevens Retirement Savings Plan assets move in 2023? ▼
How have Leupold & Stevens, Inc. plan assets changed over time? ▼
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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