Defined Benefit (Pension) · DOL Form 5500 · 2024

Stepan Company Pension Plan

Data updated 2026-08-06

$26M
Total assets: 53
Participants: 75th
Percentile by assets: $495,676
Avg per participant

Official DOL plan name: Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees · Sponsored by Stepan Company · Illinois · Manufacturing

$26M in assets, 53 participants

Stepan Company's Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees reported $26M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

75th percentile by assets (of 116,472 plans)

Where Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees sits by assets

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees sits in the top quartile of all filed plans by assets, $26M for 53 participants (~$495,676/participant), down 4.0% in 2024.

$26M
total plan assets (2024 EOY): 53
covered participants: 75th
percentile by assets (of 116,472 plans): $495,676
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees reported net income fell from -$449K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees reported participants fell from 57 in the plan year 2023 filing to 53 in the plan year 2024 filing.
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Manufacturing

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees vs the 2024 asset distribution

By assets, Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees outranks 75% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$26M
Net Income	-$1M
Employer EIN	361823834
Plan Effective Date	1943-12-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Stepan Company)

Total plan assets by year, all Stepan Company plans on file

Year	Plans	Participants	Total Assets
2022	5	2,847	$562M
2023	5	2,836	$595M
2024	5	2,748	$564M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
GE Healthcare Pension Plan $13.7B · 5,554
Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
Exelon Corporation Retirement Program $6.1B · 8,898

Compare Stepan Company Retirement Plan for Mills… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees by total assets, not by location.

Cranston Print Works General Employees' Retirement Plan (IN) $26M · 10
Uno-Ven Retirement Plan (TX) $26M · 35
Smithville Telephone Company, Inc. Pension Plan (IN) $26M · 82
Pension Plan for Salaried Ees of the B & C Hb & Pen Fds (MD) $26M · 15

Frequently Asked Questions

How did Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees assets move in 2024? ▼

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees edged down modestly - down 4.0% during 2024, from $27M to $26M. Reported net income was -$1M.

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 Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees rank by assets among Form 5500 filers? ▼

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees ranks in the 75th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Cranston Print Works General Employees' Retirement Plan in IN ($26M, 10 participants).

Next read for Stepan Company Retirement Plan for Mills…

Scale reading

Ways to act on Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees's numbers.

By total assets, Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
Stepan Company's sponsor-wide assets have grown 0.4% 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 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.