401(k) · DOL Form 5500 · 2023

Leupold & Stevens, Inc. 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
811
Participants Near avg headcount
93rd
Percentile by assets National rank
$154,473
Avg per participant Above avg balance/head
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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.

  • #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.

#16,615
in Manufacturing (18,722 peers)
+21.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$125,277,629 Top 7% higher than 93% of 127,068 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 2023

Leupold & Stevens Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 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 (811 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930372974 · Leupold & Stevens, Inc. PY 2023 · 401(k)

Leupold & Stevens Retirement Savings Plan · $125M · 811 · 93rd

  • NET $125M
  • BOOK 811
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Full Sail 401(k) Savings Plan
  • EBSA ind #16615

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

Mitsubishi Hc Capital America, Inc. 401(k) PlanMitsubishi Hc Capital Americ…$125MLeupold & Stevens Retirement Savings PlanLeupold & Stevens Retirement…$125MFull Sail 401(k) Savings Plan$125MMcDonald's Hopkins LLC Profit Sharing PlanMcDonald's Hopkins LLC Profi…$125MThe Fishel Company Retirement Savings PlanThe Fishel Company Retiremen…$125M
End-of-year total assets ($M) among Leupold & Stevens Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$125M
Net Income$22M
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. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Leupold & Stevens Retirement Savings Plan, Total assets ($B): 0.125277629 · Participants: 811Leupold & Stevens Retirement Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp 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 Full Sail 401(k) Savings Plan in FL ($125M); by covered participants it is Harvey Industries, LLC 401(k) Plan in MA (811 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($125M here).

Similar participant headcount

Nearest other-state filings by covered participants (811 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Leupold & Stevens Retirement Savings Plan grew sharply - up 21.3% during 2023, from $103M to $125M. Reported net income was $22M.
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 127,072 plans that reported assets for plan year 2023 (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 Full Sail 401(k) Savings Plan in FL ($125M, 1,922 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 Harvey Industries, LLC 401(k) Plan in MA (811 participants, $89M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.