401(k) · DOL Form 5500 · 2024
Stepan Company 401(k) Plan
Data updated 2026-08-25
- $395M
- Total assets Above avg plan size
- 1,260
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $313,839
- Avg per participant High balance/head
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.
- #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.
- #16,822
- in Manufacturing (17,777 peers)
- +1.6%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Stepan Company Savings and Investment Retirement Plan's outsized position by total assets
Stepan Company Savings and Investment Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$395,436,987 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stepan Company Savings and Investment Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stepan Company Savings and Investment Retirement Plan lands in the large band (1,260 participants).
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.
EBSA filing schedule strip
Filing strip 361823834 · Stepan Company PY 2024 · 401(k)
Stepan Company Savings and Investment Retirement Plan · $395M · 1,260 · 97th
- ASSETS $395M
- PCT 1,260
- EIN 97th
- RANK 401(k)
- PHOTO near Pfizer Savings Plan for Employees Resident in Puerto Rico
- IND ind #16822
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Illinois →
Stepan Company Savings and Investment Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $389M |
|---|---|
| Net Assets (End of Year) | $395M |
| Net Income | $5M |
| Employer EIN | 361823834 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stepan Company)
Sponsor-wide plan assets over time
All Stepan Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $564M 0.3631700543468656% vs 2022
- 2024 filing year
| 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.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Stepan Company Savings and Investment Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Pfizer Savings Plan for Employees Resident in Puerto Rico in PR ($395M); by covered participants it is Thrift Plan for Employees of S & T Bank in PA (1,260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($395M here).
- Pfizer Savings Plan for Employees Resident in Puerto Rico (PR) $395M · 88
- Basin Electric Power Cooperative 401(k) Plan (ND) $396M · 782
- Seminole Indian Casino 401(k) Plan (FL) $396M · 12,626
- Allison Transmission Employee Retirement Savings Plan (IN) $396M · 1,720
Similar participant headcount
Nearest other-state filings by covered participants (1,260 participants); asset peers above are excluded.
- Thrift Plan for Employees of S & T Bank (PA) 1,260 · 0 off
- Tasi Test & Automation 401(k) Plan (OH) 1,260 · 0 off
- Zimvie Inc. Savings and Investment 401(k) Program (FL) 1,260 · 0 off
- Soboba Casino Operations 401(k) Plan (CA) 1,260 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.