401(k) · DOL Form 5500 · 2023

Stepan Company 401(k) Plan

Data updated 2026-08-25

$389M
Total assets Above avg plan size
1,274
Participants Near avg headcount
97th
Percentile by assets National rank
$305,535
Avg per participant High balance/head
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Official DOL plan name: Stepan Company Savings and Investment Retirement Plan · Sponsored by Stepan Company · Illinois · Manufacturing

$389M in assets, 1,274 participants

Stepan Company's Stepan Company Savings and Investment Retirement Plan reported $389M in total assets and 1,274 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,775 in Manufacturing (18,722 peers)

Where Stepan Company Savings and Investment Retirement Plan sits by assets

Stepan Company Savings and Investment Retirement Plan sits in the top 5% of all filed plans by assets, $389M for 1,274 participants (~$305,535/participant), up 13.3% in 2023.

#17,775
in Manufacturing (18,722 peers)
+13.3%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Stepan Company Savings and Investment Retirement Plan's outsized position by total assets

Stepan Company Savings and Investment Retirement Plan vs every filed plan by assets

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

$389,251,991 Top 3% higher than 97% 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

Stepan Company Savings and Investment Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stepan Company Savings and Investment Retirement Plan lands in the large band (1,274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stepan Company Savings and Investment Retirement Plan reported net income rose from -$85M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Stepan Company Savings and Investment Retirement Plan end-of-year assets rose from $343M in the plan year 2022 filing to $389M in the plan year 2023 filing.
  • Stepan Company Savings and Investment Retirement Plan reported participants rose from 1,263 in the plan year 2022 filing to 1,274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 361823834 · Stepan Company PY 2023 · 401(k)

Stepan Company Savings and Investment Retirement Plan · $389M · 1,274 · 97th

  • EIN $389M
  • RANK 1,274
  • PHOTO 97th
  • IND 401(k)
  • EOY near Cwt 401(k) Plan
  • 5500 ind #17775

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 Savings and Investment Retirement Plan in the asset neighbourhood

Natixis US Group 401(k) Plan$389MStepan Company Savings and Investment Retirement PlanStepan Company Savings and I…$389MCwt 401(k) Plan$389MThornton Tomasetti, Inc. 401(k) Profit Sharing PlanThornton Tomasetti, Inc. 401…$389MAbt Associates Inc. Profit Sharing and Savings PlanAbt Associates Inc. Profit S…$389M
End-of-year total assets ($M) among Stepan Company Savings and Investment Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$343M
Net Assets (End of Year)$389M
Net Income$44M
Employer EIN361823834
Plan Effective Date1984-01-01
Filing StatusFILING 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
$550M$560M$570M$580M$590M$600M 202220232024 $562M $564M ▲ +0.4%
Year Plans Participants Total Assets
2022 5 2,847 $562M
2023 5 2,836 $595M
2024 5 2,748 $564M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stepan Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Stepan Company Savings and Investment Retirement Plan, Total assets ($B): 0.389251991 · Participants: 1274Stepan Company Savings and Investment Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Stepan Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Stepan Company Savings and Investment Retirement Plan side-by-side with 3 peers →

Stepan Company Savings and Investment Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cwt 401(k) Plan in MN ($389M); by covered participants it is Ccg Services, Inc. Retirement Savings Plan in TX (1,274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($389M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,274 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 Stepan Company Savings and Investment Retirement Plan assets move in 2023? ▼
Stepan Company Savings and Investment Retirement Plan grew at a solid clip - up 13.3% during 2023, from $343M to $389M. Reported net income was $44M.
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 Savings and Investment Retirement Plan rank by assets among Form 5500 filers? ▼
Stepan Company Savings and Investment Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Stepan Company Savings and Investment Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cwt 401(k) Plan in MN ($389M, 2,690 participants).
Which 401(k) plans cover a similar participant headcount to Stepan Company Savings and Investment Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg Services, Inc. Retirement Savings Plan in TX (1,274 participants, $88M 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.

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.