401(k) · DOL Form 5500 · 2024

Leupold & Stevens, Inc. 401(k) Plan

Data updated 2026-08-11

$147M
Total assets
795
Participants
93rd
Percentile by assets
$184,997
Avg per participant
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Official DOL plan name: Leupold & Stevens Retirement Savings Plan · Sponsored by Leupold & Stevens, Inc. · Oregon · Manufacturing

$147M in assets, 795 participants

Leupold & Stevens, Inc.'s Leupold & Stevens Retirement Savings Plan reported $147M in total assets and 795 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #15,855 in Manufacturing (17,777 peers)

Where Leupold & Stevens Retirement Savings Plan sits by assets

Leupold & Stevens Retirement Savings Plan sits in the top 10% of all filed plans by assets, $147M for 795 participants (~$184,997/participant), up 17.4% in 2024.

$147M
total plan assets (2024 EOY)
795
covered participants
93rd
percentile by assets (of 123,622 plans)
$184,997
avg assets per participant

Where Leupold & Stevens Retirement Savings Plan sits by total assets

Leupold & Stevens Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$147,072,433 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leupold & Stevens Retirement Savings Plan end-of-year assets rose from $125M in the plan year 2023 filing to $147M in the plan year 2024 filing.
  • Leupold & Stevens Retirement Savings Plan reported participants fell from 811 in the plan year 2023 filing to 795 in the plan year 2024 filing.
  • Leupold & Stevens Retirement Savings Plan reported net income fell from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Oregon
Industry
Manufacturing

Leupold & Stevens Retirement Savings Plan vs the 2024 asset distribution

By assets, Leupold & Stevens Retirement Savings Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$147M
Net Income$22M
Employer EIN930372974
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leupold & Stevens, Inc.)

$140M$150M$160M$170M$180M 202220232024 $162M $147M ▼ -9.4%
Total plan assets by year, all Leupold & Stevens, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,118 $162M
2023 2 1,153 $173M
2024 2 853 $147M

Nearby 401(k) Plans in Oregon

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

Leupold & Stevens Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Leupold & Stevens Re…, Total assets ($B): 0.147072433 · Participants: 795Leupold & Stevens Re…401(k) Savings and P…, Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and P…Daimler Truck North …, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North …Precision Castparts …, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Em…
Leupold & Stevens Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Leupold & Stevens Retirement Savings Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Leupold & Stevens Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Leupold & Stevens Retirement Savings Plan assets move in 2024? ▼
Leupold & Stevens Retirement Savings Plan grew sharply - up 17.4% during 2024, from $125M to $147M. Reported net income was $22M.
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.
Where does Leupold & Stevens Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Leupold & Stevens Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Leupold & Stevens Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Womens Care, LLC Employees 401(k) Plan in MD ($147M, 995 participants).

Next read for Leupold & Stevens Retirement Savings Pla…

Scale reading

Ways to act on Leupold & Stevens Retirement Savings Plan's numbers.

  • By total assets, Leupold & Stevens Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
  • Leupold & Stevens, Inc.'s sponsor-wide assets have declined 9.4% since 2022 across 3 plan years on file. More Manufacturing plans

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.

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.