Defined Benefit (Pension) · DOL Form 5500 · 2023

Leupold & Stevens Inc. Pension Plan

Data updated 2026-08-11

$48M
Total assets
342
Participants
85th
Percentile by assets
$139,855
Avg per participant
PlainRetire home → About this data

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.

  • 85th percentile by assets (of 127,072 plans)
  • #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.

$48M
total plan assets (2023 EOY)
342
covered participants
85th
percentile by assets (of 127,072 plans)
$139,855
avg assets per participant

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.

Where Leupold & Stevens Employees' Pension Plan sits 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 $2,010,000,000 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 2023

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 →

State
Oregon
Industry
Manufacturing

Leupold & Stevens Employees' Pension Plan vs the 2023 asset distribution

By assets, Leupold & Stevens Employees' Pension Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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.)

$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 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 ($B) Participants Leupold & Stevens Em…, Total assets ($B): 0.047830284 · Participants: 342Leupold & Stevens Em…Xpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Meta…, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Meta…Ua Local 290 Plumber…, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber…Precision Castparts …, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts …Oregon Retail Employ…, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employ…
Leupold & Stevens Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Leupold & Stevens Employees' Pension Pla… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Leupold & Stevens Employees' Pension Plan by total assets, not by location.

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).

Next read for Leupold & Stevens Employees' Pension Pla…

Scale reading

Ways to act on Leupold & Stevens Employees' Pension Plan's numbers.

  • By total assets, Leupold & Stevens Employees' Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) 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

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.