Defined Benefit (Pension) · DOL Form 5500 · 2024

Leupold & Stevens Inc. Pension Plan

Data updated 2026-08-25

N/A
Total assets
58
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Leupold & Stevens Employees' Pension Plan · Sponsored by Leupold & Stevens Inc. · Oregon · Manufacturing

N/A in assets, 58 participants

Leupold & Stevens Inc.'s Leupold & Stevens Employees' Pension Plan reported N/A in total assets and 58 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2024 filing shows

Leupold & Stevens Employees' Pension Plan holds N/A for 58 participants.

-$48M
reported net income

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leupold & Stevens Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leupold & Stevens Employees' Pension Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leupold & Stevens Employees' Pension Plan reported net income fell from -$11M in the plan year 2023 filing to -$48M in the plan year 2024 filing.
  • Leupold & Stevens Employees' Pension Plan reported participants fell from 342 in the plan year 2023 filing to 58 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930372974 · Leupold & Stevens Inc. PY 2024 · Defined Benefit (Pension)

Leupold & Stevens Employees' Pension Plan · N/A · 58

  • EOY N/A
  • EOY 58
  • EOY PY 2024
  • EOY Defined Benefit (Pension)
  • EOY near Jack Rubin & Sons, Inc. Defined Benefit Pension Plan
  • EOY -$48M

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 Oregon →

Filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)N/A
Net Income-$48M
Employer EIN930372974
Plan Effective Date1945-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Leupold & Stevens Inc.)

Sponsor-wide plan assets over time

All Leupold & Stevens Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 9.414830222905923% vs 2022
2024 filing year
$140M$150M$160M$170M$180M 202220232024 $162M $147M ▼ -9.4%
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 5 data points. 0500010000150002000025000 11.21.41.61.8 Total assets ($B) Participants Northwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.692468875 · Participants: 4783Northwest Sheet Metal Workers Pension PlanXpo Pension Plan, Total assets ($B): 1.505341155 · Participants: 4421Xpo Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.268165627 · Participants: 3464Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.203447175 · Participants: 1890Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.166006256 · Participants: 21971Oregon Retail Employees Pension Plan
Leupold & Stevens Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants

Leupold & Stevens Employees' Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside Oregon, the nearest Defined Benefit (Pension) by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants; this filing: 58 participants).

Similar participant headcount

Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

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.
Which Defined Benefit (Pension) plans cover a similar participant headcount to Leupold & Stevens Employees' Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants, $5M in assets).