Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Leupold & Stevens Employees' Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Leupold & Stevens Inc. · Oregon · Manufacturing

What the 2023 filing shows

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

N/A
total plan assets (2024 EOY)
58
covered participants
$-47,758,706
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.

Total Assets (2023)
N/A
Participants
58
State
Industry
Manufacturing

What the Filing Says About Leupold & Stevens Employees' Pension Plan

Leupold & Stevens Employees' Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Leupold & Stevens Inc., headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 58 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 930372974, and the plan has been effective since 1945-06-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $48M at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-47,758,706 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$48M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-47,758,706
Plan TypeDefined Benefit (Pension)
Employer EIN930372974
Plan Effective Date1945-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Leupold & Stevens Inc.)

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

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Frequently Asked Questions

How much money is in the Leupold & Stevens Employees' Pension Plan?
As of the 2024 Form 5500 filing, Leupold & Stevens Employees' Pension Plan holds N/A in total assets with 58 participants. It is sponsored by Leupold & Stevens Inc..
What type of plan is Leupold & Stevens Employees' Pension Plan?
Leupold & Stevens Employees' Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1945-06-30. The plan is filed with the U.S. Department of Labor under EIN 930372974.
Who sponsors the Leupold & Stevens Employees' Pension Plan?
Leupold & Stevens Employees' Pension Plan is sponsored by Leupold & Stevens Inc., located in Oregon. The sponsor's EIN is 930372974 and the plan operates in the Manufacturing industry.
How did Leupold & Stevens Employees' Pension Plan perform in 2024?
Leupold & Stevens Employees' Pension Plan held N/A in total assets at the end of 2024. Net income was $-47,758,706.
Where can I find official filings for Leupold & Stevens Employees' Pension Plan?
Official Form 5500 filings for Leupold & Stevens Employees' Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930372974 or plan name at efast.dol.gov.
How does Leupold & Stevens Employees' Pension Plan compare to other plans?
You can compare Leupold & Stevens Employees' Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 930372974.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.