Defined Benefit (Pension) · DOL Form 5500 · 2023

Leupold & Stevens Inc. Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
342
Participants Below avg headcount
85th
Percentile by assets National rank
$139,855
Avg per participant Near avg balance/head
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Official DOL plan name: Leupold & Stevens Employees' Pension Plan · Sponsored by Leupold & Stevens Inc. · Oregon · Manufacturing

$48M in assets, 342 participants

Leupold & Stevens Inc.'s Leupold & Stevens Employees' Pension Plan reported $48M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,697 in Manufacturing (18,722 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, $48M for 342 participants (~$139,855/participant), down 19.0% in 2023.

#14,697
in Manufacturing (18,722 peers)
-19.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M 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 2023 · DOL Form 5500

$47,830,284 Top 15% higher than 85% 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 Employees' Pension 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 Employees' Pension Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leupold & Stevens Employees' Pension Plan reported net income rose from -$21M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • Leupold & Stevens Employees' Pension Plan end-of-year assets fell from $59M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Leupold & Stevens Employees' Pension Plan reported participants fell from 369 in the plan year 2022 filing to 342 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930372974 · Leupold & Stevens Inc. PY 2023 · Defined Benefit (Pension)

Leupold & Stevens Employees' Pension Plan · $48M · 342 · 85th

  • PART $48M
  • PART 342
  • PART 85th
  • PART Defined Benefit (Pension)
  • PART near Fulton Fish Market Pension Fund
  • PART ind #14697

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

United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension FundUnited Food & Commercial Wor…$48MDerrickmens Pension Fund, Local 197Derrickmens Pension Fund, Lo…$48MArizona Laborers & Teamsters Pension Trust FundArizona Laborers & Teamsters…$48MFulton Fish Market Pension FundFulton Fish Market Pension F…$48MLeupold & Stevens Employees' Pension PlanLeupold & Stevens Employees'…$48M
End-of-year total assets ($M) among Leupold & Stevens Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$48M
Net Income-$11M
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. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Leupold & Stevens Employees' Pension Plan, Total assets ($B): 0.047830284 · Participants: 342Leupold & Stevens Employees' Pension PlanXpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Metal Workers Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees Pension 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 Fulton Fish Market Pension Fund in NY ($48M); by covered participants it is Ing Financial Services LLC Retirement Plan in NY (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Employees' Pension Plan assets move in 2023? ▼
Leupold & Stevens Employees' Pension Plan declined sharply - down 19.0% during 2023, from $59M to $48M. Reported net income was -$11M.
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 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Fulton Fish Market Pension Fund in NY ($48M, 213 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 Ing Financial Services LLC Retirement Plan in NY (342 participants, $284M 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.