ESOP · DOL Form 5500 · 2024

Stepan Company ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
1,269
Participants Near avg headcount
82nd
Percentile by assets National rank
$33,045
Avg per participant Low balance/head
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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.

  • #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.

#13,294
in Manufacturing (17,777 peers)
-38.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Stepan Company Employee Stock Ownership Plan II's outsized position 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Stepan Company Employee Stock Ownership Plan II'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 Employee Stock Ownership Plan II lands in the large band (1,269 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 361823834 · Stepan Company PY 2024 · ESOP

Stepan Company Employee Stock Ownership Plan II · $42M · 1,269 · 82nd

  • ASSETS $42M
  • ASSETS 1,269
  • ASSETS 82nd
  • ASSETS ESOP
  • ASSETS near Euro Pharma, Inc. Employee Stock Ownership Plan
  • ASSETS ind #13294

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 What is an ESOP? → · Plans in Illinois →

Stepan Company Employee Stock Ownership Plan II in the asset neighbourhood

Kaufman Lynn Construction, Inc. Employee Stock Ownership PlanKaufman Lynn Construction, I…$42MHydraulic Controls, Inc. Employee Stock Ownership PlanHydraulic Controls, Inc. Emp…$42MAyers/Saint/Gross, Incorporated Employee Stock Ownership PlanAyers/Saint/Gross, Incorpora…$42MStepan Company Employee Stock Ownership Plan IIStepan Company Employee Stoc…$42MEuro Pharma, Inc. Employee Stock Ownership PlanEuro Pharma, Inc. Employee S…$42M
End-of-year total assets ($M) among Stepan Company Employee Stock Ownership Plan II and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$42M
Net Income-$25M
Employer EIN361823834
Plan Effective Date2006-01-01
Filing StatusFILING 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
$550M$560M$570M$580M$590M$600M 202220232024 $562M $564M ▲ +0.4%
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 Scatter plot of 6 data points. 0200040006000800010000 -101234 Total assets ($B) Participants Stepan Company Employee Stock Ownership Plan II, Total assets ($B): 0.041933838 · Participants: 1269Stepan Company Employee Stock Ownership Plan IIAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Stepan Company Employee Stock Ownership Plan II vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Stepan Company Employee Stock Ownership Plan II side-by-side with 3 peers →

Stepan Company Employee Stock Ownership Plan II's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Euro Pharma, Inc. Employee Stock Ownership Plan in WI ($42M); by covered participants it is Swca, Inc Employee Stock Ownership Plan and Trust in AZ (1,274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,269 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stepan Company Employee Stock Ownership Plan II assets move in 2024? ▼
Stepan Company Employee Stock Ownership Plan II contracted severely - down 38.3% during 2024, from $68M to $42M. Reported net income was -$25M.
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 Employee Stock Ownership Plan II rank by assets among Form 5500 filers? ▼
Stepan Company Employee Stock Ownership Plan II ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Stepan Company Employee Stock Ownership Plan II? ▼
Among ESOP plans in other states, the closest by assets is Euro Pharma, Inc. Employee Stock Ownership Plan in WI ($42M, 67 participants).
Which ESOP plans cover a similar participant headcount to Stepan Company Employee Stock Ownership Plan II? ▼
Among ESOP plans in other states, the closest by covered participants is Swca, Inc Employee Stock Ownership Plan and Trust in AZ (1,274 participants, $111M in assets).

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.