ESOP · DOL Form 5500 · 2024
Stepan Company ESOP
Data updated 2026-08-11
- $42M
- Total assets
- 1,269
- Participants
- 82nd
- Percentile by assets
- $33,045
- Avg per participant
Official DOL plan name: Stepan Company Employee Stock Ownership Plan II · Sponsored by Stepan Company · Illinois · Manufacturing
$42M in assets, 1,269 participants
Stepan Company's Stepan Company Employee Stock Ownership Plan II reported $42M in total assets and 1,269 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 123,622 plans)
- #13,294 in Manufacturing (17,777 peers)
Where Stepan Company Employee Stock Ownership Plan II sits by assets
Stepan Company Employee Stock Ownership Plan II sits in the top quartile of all filed plans by assets, $42M for 1,269 participants (~$33,045/participant), down 38.3% in 2024.
- $42M
- total plan assets (2024 EOY)
- 1,269
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $33,045
- avg assets per participant
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Stepan Company Employee Stock Ownership Plan II sits by total assets
Stepan Company Employee Stock Ownership Plan II vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,933,838 Top 18% higher than 82% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stepan Company Employee Stock Ownership Plan II reported net income fell from -$12M in the plan year 2023 filing to -$25M in the plan year 2024 filing.
- Stepan Company Employee Stock Ownership Plan II end-of-year assets fell from $68M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Stepan Company Employee Stock Ownership Plan II reported participants fell from 1,281 in the plan year 2023 filing to 1,269 in the plan year 2024 filing.
Stepan Company Employee Stock Ownership Plan II vs the 2024 asset distribution
By assets, Stepan Company Employee Stock Ownership Plan II outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$25M |
| Employer EIN | 361823834 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stepan Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 2,847 | $562M |
| 2023 | 5 | 2,836 | $595M |
| 2024 | 5 | 2,748 | $564M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Stepan Company Employee Stock Ownership Plan II vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stepan Company Employee Stock Ownership Plan II by total assets, not by location.
Frequently Asked Questions
How did Stepan Company Employee Stock Ownership Plan II assets move in 2024? ▼
How have Stepan Company plan assets changed over time? ▼
Where does Stepan Company Employee Stock Ownership Plan II rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Stepan Company Employee Stock Ownership Plan II? ▼
Next read for Stepan Company Employee Stock Ownership …
Scale reading
Ways to act on Stepan Company Employee Stock Ownership Plan II's numbers.
- By total assets, Stepan Company Employee Stock Ownership Plan II ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP 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