Defined Benefit (Pension) · DOL Form 5500 · 2023

Stepan Company Pension Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size: 208
Participants Below avg headcount: 92nd
Percentile by assets National rank: $516,600
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Stepan Company Retirement Plan for Salaried Employees · Sponsored by Stepan Company · Illinois · Manufacturing

$107M in assets, 208 participants

Stepan Company's Stepan Company Retirement Plan for Salaried Employees reported $107M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

#16,393 in Manufacturing (18,722 peers)

Coverage in Illinois

Stepan Company Retirement Plan for Salaried Employees covers 208 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $107M.

#16,393
in Manufacturing (18,722 peers): +1.7%
assets growth YoY: 1.1×
vs typical plan assets (national mean)

Stepan Company Retirement Plan for Salaried Employees's outsized position by total assets

Stepan Company Retirement Plan for Salaried Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$107,452,818 Top 8% higher than 92% 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

Stepan Company Retirement Plan for Salaried Employees 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. Stepan Company Retirement Plan for Salaried Employees sits mid-pack in the medium band (208 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Stepan Company Retirement Plan for Salaried Employees reported net income rose from -$32M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Stepan Company Retirement Plan for Salaried Employees reported participants fell from 231 in the plan year 2022 filing to 208 in the plan year 2023 filing.
Stepan Company Retirement Plan for Salaried Employees end-of-year assets rose from $106M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 361823834 · Stepan Company PY 2023 · Defined Benefit (Pension)

Stepan Company Retirement Plan for Salaried Employees · $107M · 208 · 92nd

TYPE $107M
TYPE 208
TYPE 92nd
TYPE Defined Benefit (Pension)
TYPE near Teamsters Union Local No. 52 Pension Fund
TYPE ind #16393

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 Illinois →

End-of-year total assets ($M) among Stepan Company Retirement Plan for Salaried Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$106M
Net Assets (End of Year)	$107M
Net Income	$2M
Employer EIN	361823834
Plan Effective Date	1943-12-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Stepan Company)

Latest sponsor-wide plan assets: $564M 0.3631700543468656% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	5	2,847	$562M
2023	5	2,836	$595M
2024	5	2,748	$564M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stepan Company Retirement Plan for Salaried Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
John Deere Pension Plan for Salaried Employees $8.0B · 16,346
Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382

Compare Stepan Company Retirement Plan for Salaried Employees side-by-side with 3 peers →

Stepan Company Retirement Plan for Salaried Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Teamsters Union Local No. 52 Pension Fund in OH ($107M); by covered participants it is Southwestern Energy Company Pension Plan in TX (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Teamsters Union Local No. 52 Pension Fund (OH) $107M · 109
Ohio Bricklayers Pension Plan (MI) $107M · 618
Dla Piper (US) Cash Balance Plan for Partners (MD) $108M · 606
Franklin Electric Co., Inc. Pension Plan (IN) $107M · 220

Similar participant headcount

Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.

Southwestern Energy Company Pension Plan (TX) 208 · 0 off
Retirement Income Plan for Employees of the Kws Seeds Group (MN) 208 · 0 off
Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan (MN) 208 · 0 off
Major League Baseball Pension Plan for Non-Uniformed Personnel (TX) 208 · 0 off

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 Stepan Company Retirement Plan for Salaried Employees assets move in 2023? ▼

Stepan Company Retirement Plan for Salaried Employees edged up modestly - up 1.7% during 2023, from $106M to $107M. Reported net income was $2M.

How have Stepan Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stepan Company's sponsor-wide assets grew 0.4%, from $562M to $564M.

Where does Stepan Company Retirement Plan for Salaried Employees rank by assets among Form 5500 filers? ▼

Stepan Company Retirement Plan for Salaried Employees ranks in the 92nd 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 Defined Benefit (Pension) plans are similar in size to Stepan Company Retirement Plan for Salaried Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Union Local No. 52 Pension Fund in OH ($107M, 109 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Stepan Company Retirement Plan for Salaried Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwestern Energy Company Pension Plan in TX (208 participants, N/A 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 361823834.