401(k) · DOL Form 5500 · 2024

Stepan Company 401(k) Plan

Data updated 2026-08-11

$395M
Total assets
1,260
Participants
97th
Percentile by assets
$313,839
Avg per participant
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Official DOL plan name: Stepan Company Savings and Investment Retirement Plan · Sponsored by Stepan Company · Illinois · Manufacturing

$395M in assets, 1,260 participants

Stepan Company's Stepan Company Savings and Investment Retirement Plan reported $395M in total assets and 1,260 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 123,622 plans)
  • #16,822 in Manufacturing (17,777 peers)

Where Stepan Company Savings and Investment Retirement Plan sits by assets

Stepan Company Savings and Investment Retirement Plan sits in the top 5% of all filed plans by assets, $395M for 1,260 participants (~$313,839/participant), up 1.6% in 2024.

$395M
total plan assets (2024 EOY)
1,260
covered participants
97th
percentile by assets (of 123,622 plans)
$313,839
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stepan Company Savings and Investment Retirement Plan reported net income fell from $44M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Stepan Company Savings and Investment Retirement Plan end-of-year assets rose from $389M in the plan year 2023 filing to $395M in the plan year 2024 filing.
  • Stepan Company Savings and Investment Retirement Plan reported participants fell from 1,274 in the plan year 2023 filing to 1,260 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Stepan Company Savings and Investment Retirement Plan vs the 2024 asset distribution

By assets, Stepan Company Savings and Investment Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$389M
Net Assets (End of Year)$395M
Net Income$5M
Employer EIN361823834
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stepan Company)

$550M$560M$570M$580M$590M$600M 202220232024 $562M $564M ▲ +0.4%
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 401(k) Plans in Illinois

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

Stepan Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Stepan Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Stepan Company Savin…Accenture United Sta…State Farm 401(k) Sa…United Airlines Pilo…Abbott Laboratories …Walgreens Retirement…
Stepan Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stepan Company Savings and Investment Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Stepan Company Savings and Investment Retirement Plan assets move in 2024?
Stepan Company Savings and Investment Retirement Plan edged up modestly - up 1.6% during 2024, from $389M to $395M. Reported net income was $5M.
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 Savings and Investment Retirement Plan rank by assets among Form 5500 filers?
Stepan Company Savings and Investment Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Stepan Company Savings and Investment Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Pfizer Savings Plan for Employees Resident in Puerto Rico in PR ($395M, 88 participants).

Next read for Stepan Company Savings and Investment Re…

Scale reading

Ways to act on Stepan Company Savings and Investment Retirement Plan's numbers.

  • By total assets, Stepan Company Savings and Investment Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) 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