How big is Stepan Company's plan?

Stepan Company's plan reported $26.3M in assets and 47 participants for 2024.

Original filing (PDF)20251015165701NAL0006984144001

Stepan Company

Name: Stepan Company — Stepan Company Retirement Plan for, Form 5500 (2024)
Creator: Stepan Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees

Defined-benefit pension plan · Stepan Company's Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees held $26.3M in plan assets for 47 participants in 2024.

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$26.3M

Net assets (EOY)

$26.3M

Plan identifiers

Stepan Company's EIN is 36-1823834.

EIN 36-1823834

Plan number 007

Plan year 2024

ACK ID 20251015165701NAL0006984144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stepan Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stepan Company's plan includes a frozen benefit (no new accruals).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

STEPAN COMPANY

EIN

all filings

Address

1101 SKOKIE BOULEVARD SUITE 500 · NORTHBROOK, IL · 60062

Phone

(847) 446-7500

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security · 1 pooled fund· $52.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other

$26.3M

1 holding

Master Trust

$26.3M

1 holding

PI						% of plan
	[Assets held in master trust]	Other	—	—	$26.3M	100.0%
	STEPAN CO TRUST FOR QUALIFIED PLANS STEPAN COMPANY · EIN 36-1823834 / PN 011	Master Trust	—	—	$26.3M	100.0%