ESOP · DOL Form 5500 · 2023

Stepan Company ESOP

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,281
Participants Near avg headcount
88th
Percentile by assets National rank
$53,047
Avg per participant Low balance/head
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Official DOL plan name: Stepan Company Employee Stock Ownership Plan II · Sponsored by Stepan Company · Illinois · Manufacturing

$68M in assets, 1,281 participants

Stepan Company's Stepan Company Employee Stock Ownership Plan II reported $68M in total assets and 1,281 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,512 in Manufacturing (18,722 peers)

Where Stepan Company Employee Stock Ownership Plan II sits by assets

Stepan Company Employee Stock Ownership Plan II sits in the top quartile of all filed plans by assets, $68M for 1,281 participants (~$53,047/participant), down 17.2% in 2023.

#15,512
in Manufacturing (18,722 peers)
-17.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stepan Company Employee Stock Ownership Plan II's outsized position by total assets

Stepan Company Employee Stock Ownership Plan II vs every filed plan by assets

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

$67,952,882 Top 12% higher than 88% 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 Employee Stock Ownership Plan II'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 Employee Stock Ownership Plan II lands in the large band (1,281 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stepan Company Employee Stock Ownership Plan II reported net income rose from -$16M in the plan year 2022 filing to -$12M in the plan year 2023 filing.
  • Stepan Company Employee Stock Ownership Plan II end-of-year assets fell from $82M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Stepan Company Employee Stock Ownership Plan II reported participants rose from 1,270 in the plan year 2022 filing to 1,281 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 361823834 · Stepan Company PY 2023 · ESOP

Stepan Company Employee Stock Ownership Plan II · $68M · 1,281 · 88th

  • NET $68M
  • BOOK 1,281
  • VS-ST 88th
  • BOY ESOP
  • SCH near Tci Holding Company, Inc. Employee Stock Ownership Plan
  • EBSA ind #15512

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 What is an ESOP? → · Plans in Illinois →

Stepan Company Employee Stock Ownership Plan II in the asset neighbourhood

Engeo Incorporated Employee Stock Ownership PlanEngeo Incorporated Employee …$68MTci Holding Company, Inc. Employee Stock Ownership PlanTci Holding Company, Inc. Em…$68MStepan Company Employee Stock Ownership Plan IIStepan Company Employee Stoc…$68MMalco Products Sbc Employee Stock Ownership PlanMalco Products Sbc Employee …$68MPan-Pacific Holdings Corporation Employee Stock Ownership PlanPan-Pacific Holdings Corpora…$68M
End-of-year total assets ($M) among Stepan Company Employee Stock Ownership Plan II and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$68M
Net Income-$12M
Employer EIN361823834
Plan Effective Date2006-01-01
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 ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

Stepan Company Employee Stock Ownership Plan II vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Stepan Company Employee Stock Ownership Plan II, Total assets ($B): 0.067952882 · Participants: 1281Stepan Company Employee Stock Ownership Plan IIAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Stepan Company Employee Stock Ownership Plan II vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Stepan Company Employee Stock Ownership Plan II side-by-side with 3 peers →

Stepan Company Employee Stock Ownership Plan II's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Tci Holding Company, Inc. Employee Stock Ownership Plan in PA ($68M); by covered participants it is Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in CT (1,288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,281 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 Employee Stock Ownership Plan II assets move in 2023? ▼
Stepan Company Employee Stock Ownership Plan II declined sharply - down 17.2% during 2023, from $82M to $68M. Reported net income was -$12M.
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 Employee Stock Ownership Plan II rank by assets among Form 5500 filers? ▼
Stepan Company Employee Stock Ownership Plan II ranks in the 88th 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 ESOP plans are similar in size to Stepan Company Employee Stock Ownership Plan II? ▼
Among ESOP plans in other states, the closest by assets is Tci Holding Company, Inc. Employee Stock Ownership Plan in PA ($68M, 190 participants).
Which ESOP plans cover a similar participant headcount to Stepan Company Employee Stock Ownership Plan II? ▼
Among ESOP plans in other states, the closest by covered participants is Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in CT (1,288 participants, $50M 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.