401(k)
2024 plan-year 401(k) DOL Form 5500

Leupold & Stevens Retirement Savings 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 Retirement Savings Plan holds $147M for 795 participants — about $184,997 per participant, up 17.4% over the 2024 plan year.

$147M
total plan assets (2024 EOY)
795
covered participants
$184,997
avg assets per participant
+17.4%
assets growth YoY
Total Assets (2023)
$147M
Participants
795
State
Industry
Manufacturing

What the Filing Says About Leupold & Stevens Retirement Savings Plan

Leupold & Stevens Retirement Savings Plan is a 401(k) retirement plan sponsored by Leupold & Stevens, Inc., headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports $147M in total end-of-year assets and covers 795 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 1988-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $125M at the beginning of 2024 to $147M at year-end — a gain of 17.4%. Net assets (after liabilities) closed the year at $147M, with reported net income of $22M 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)$125M
Total Assets (End of Year)$147M
Net Assets (End of Year)$147M
Net Income$22M
Plan Type401(k)
Employer EIN930372974
Plan Effective Date1988-04-01
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 401(k) Plans in Oregon

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Frequently Asked Questions

How much money is in the Leupold & Stevens Retirement Savings Plan?
As of the 2024 Form 5500 filing, Leupold & Stevens Retirement Savings Plan holds $147M in total assets with 795 participants. It is sponsored by Leupold & Stevens, Inc..
What type of plan is Leupold & Stevens Retirement Savings Plan?
Leupold & Stevens Retirement Savings Plan is a 401(k) plan. It has been effective since 1988-04-01. The plan is filed with the U.S. Department of Labor under EIN 930372974.
Who sponsors the Leupold & Stevens Retirement Savings Plan?
Leupold & Stevens Retirement Savings 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 Retirement Savings Plan perform in 2024?
Leupold & Stevens Retirement Savings Plan grew by 17.4% during 2024, moving from $125M to $147M in total assets. Net income was $22M.
Where can I find official filings for Leupold & Stevens Retirement Savings Plan?
Official Form 5500 filings for Leupold & Stevens Retirement Savings 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 Retirement Savings Plan compare to other plans?
You can compare Leupold & Stevens Retirement Savings Plan against other 401(k) 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.