Defined Benefit (Pension) · DOL Form 5500 · 2023
Stepan Company Pension Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 57
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $480,197
- Avg per participant High balance/head
Official DOL plan name: Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees · Sponsored by Stepan Company · Illinois · Manufacturing
$27M in assets, 57 participants
Stepan Company's Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees reported $27M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #12,971 in Manufacturing (18,722 peers)
Where Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees sits by assets
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees sits in the top quartile of all filed plans by assets, $27M for 57 participants (~$480,197/participant), down 1.6% in 2023.
- #12,971
- in Manufacturing (18,722 peers)
- -1.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $449K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees's outsized position by total assets
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,371,236 Top 22% higher than 78% 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 Millsdale Hourly and Anaheim Hourly Employees among smaller 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 Millsdale Hourly and Anaheim Hourly Employees is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees reported net income rose from -$9M in the plan year 2022 filing to -$449K in the plan year 2023 filing.
- Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees reported participants fell from 66 in the plan year 2022 filing to 57 in the plan year 2023 filing.
- Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees end-of-year assets fell from $28M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 361823834 · Stepan Company PY 2023 · Defined Benefit (Pension)
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees · $27M · 57 · 78th
- BOOK $27M
- VS-ST 57
- BOY 78th
- SCH Defined Benefit (Pension)
- EBSA near Americold National Service Related Pension Plan
- PART ind #12971
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 →
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$449K |
| Employer EIN | 361823834 |
| Plan Effective Date | 1943-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stepan Company)
Sponsor-wide plan assets over time
All Stepan Company plans reported in each filing year
- 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.
- 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
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Americold National Service Related Pension Plan in GA ($27M); by covered participants it is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 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.