Stepan 401(k) and pension plans

Stepan Company, Northbrook, IL. EIN 36-1823834. Annual reports 2009–2024.

Stepan Company has 5 active retirement plans on file. The largest is the Stepan Company Savings and Investment Retirement Plan, with 1,798 participants and $395 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans
5
Participants
4,825
Plan assets
$564 million
401(k) recordkeeper
Fidelity
Plans on file
8
Industry
Manufacturing

All 8 plans

Active plans first

Stepan Company Savings and Investment Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
009Employer EIN 36-1823834
Participants (2024)
1,798
Net assets (2024)
$395 million
Recordkeeper
Fidelity2009–2024
Plan administrator
Stepan Company
1101 Skokie Boulevard Suite 500
Northbrook, IL 60062
(847) 446-7500As filed for 2024
In effect since
January 1, 1984

Plans merged into this one: Stepan Company Retirement Savings Plan (2011); Stepan Company Employee Stock Ownership Plan (2011); Stepan Company Profit Sharing Plan (2011).

Earlier plan names: Stepan Company Income Savings Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,798$395 millionFidelity
20231,845$389 millionFidelity
20221,809$343 millionFidelity
20211,768$427 millionFidelity
20201,654$384 millionFidelity
20191,613$332 millionFidelity
20181,600$290 millionFidelity
20171,578$315 millionFidelity
20161,574$262 millionFidelity
20151,534$240 millionFidelity
20141,457$248 millionFidelity
20131,429$228 millionFidelity
20121,329$182 millionFidelity
20111,300$156 millionFidelity
20101,222$117 millionFidelity
20091,195$102 millionFidelity

Stepan Company Employee Stock Ownership Plan II

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
013Employer EIN 36-1823834
Participants (2024)
1,783
Net assets (2024)
$41.9 million
Recordkeeper
Fidelity2012–2024
Plan administrator
Stepan Company
1101 Skokie Boulevard Suite 500
Northbrook, IL 60062
(847) 446-7500As filed for 2024
In effect since
January 1, 2006
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,783$41.9 millionFidelity
20231,776$68.0 millionFidelity
20221,726$82.1 millionFidelity
20211,673$99.9 millionFidelity
20201,567$99.0 millionFidelity
20191,546$89.3 millionFidelity
20181,491$73.3 millionFidelity
20171,446$81.2 millionFidelity
20161,430$90.9 millionFidelity
20151,455$62.6 millionFidelity
20141,316$52.0 millionFidelity
20131,321$94.6 millionFidelity
20121,145$87.8 millionFidelity
20111,070$64.0 millionnot listed
2010942$43.2 millionnot listed
2009893$35.2 millionnot listed

Stepan Company Retirement Plan for Salaried Employees

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 36-1823834
Participants (2024)
934
Net assets (2024)
$97.6 million
Plan administrator
Stepan Company
1101 Skokie Boulevard Suite 500
Northbrook, IL 60062
(847) 446-7500As filed for 2024
In effect since
December 15, 1943
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024934$97.6 millionnot listed
2023955$107 millionnot listed
2022968$106 millionnot listed
2021971$138 millionnot listed
2020984$135 millionnot listed
2019998$124 millionnot listed
20181,007$104 millionnot listed
20171,025$119 millionnot listed
20161,027$107 millionnot listed
20151,042$93.3 millionnot listed
20141,049$96.8 millionnot listed
20131,059$103 millionnot listed
20121,070$95.3 millionnot listed
20111,080$82.9 millionnot listed
20101,086$79.6 millionnot listed
20091,098$72.4 millionnot listed

Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
007Employer EIN 36-1823834
Participants (2024)
255
Net assets (2024)
$26.3 million
Plan administrator
Stepan Company
1101 Skokie Boulevard Suite 500
Northbrook, IL 60062
(847) 446-7500As filed for 2024
In effect since
December 15, 1943
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024255$26.3 millionnot listed
2023256$27.4 millionnot listed
2022259$27.8 millionnot listed
2021261$36.4 millionnot listed
2020266$35.6 millionnot listed
2019273$32.3 millionnot listed
2018279$26.7 millionnot listed
2017286$30.5 millionnot listed
2016291$28.6 millionnot listed
2015294$25.3 millionnot listed
2014300$26.2 millionnot listed
2013306$27.9 millionnot listed
2012309$26.0 millionnot listed
2011312$22.3 millionnot listed
2010319$21.6 millionnot listed
2009325$19.3 millionnot listed

Stepan Company Retirement Plan for Maywood Hourly Employees

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 36-1823834
Participants (2024)
55
Net assets (2024)
$3.0 million
Plan administrator
Stepan Company
1101 Skokie Boulevard Suite 500
Northbrook, IL 60062
(847) 446-7500As filed for 2024
In effect since
January 1, 1962
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202455$3.0 millionnot listed
202355$3.2 millionnot listed
202256$3.2 millionnot listed
202159$4.3 millionnot listed
202058$4.3 millionnot listed
201959$3.9 millionnot listed
201860$3.3 millionnot listed
201762$3.8 millionnot listed
201662$3.6 millionnot listed
201564$3.2 millionnot listed
201465$3.4 millionnot listed
201366$3.6 millionnot listed
201267$3.4 millionnot listed
201168$2.9 millionnot listed
201068$2.9 millionnot listed
200970$2.6 millionnot listed

Stepan Company Retirement Savings Plan

Profit-sharing planMerged

Merged. In 2011 its assets moved to the Stepan Company Savings and Investment Retirement Plan, sponsored by Stepan Company (EIN 36-1823834, plan 009). Accounts moved with them, so that plan is the one to contact.

Plan number
012Employer EIN 36-1823834
Participants (2010)
1,154
Net assets (2010)
$22.1 million
Recordkeeper
Fidelity2009–2011
Plan administrator
Stepan Company
Edens and Winnetka Roads
Northfield, IL 60093
(847) 446-7500As filed for 2011
In effect since
July 1, 2006
Year by year, 2009 to 2011
Plan yearParticipantsNet assetsRecordkeeper
20110$0Fidelity
20101,154$22.1 millionFidelity
20091,126$17.0 millionFidelity

Stepan Company Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Merged

Merged. In 2011 its assets moved to the Stepan Company Income Savings Plan, sponsored by Stepan Company (EIN 36-1823834, plan 009). Accounts moved with them, so that plan is the one to contact.

Plan number
010Employer EIN 36-1823834
Participants (2010)
473
Net assets (2010)
$18.3 million
Plan administrator
Stepan Company
Edens and Winnetka Roads
Northfield, IL 60093
(847) 446-7500As filed for 2011
In effect since
January 1, 1985
Year by year, 2009 to 2011
Plan yearParticipantsNet assetsRecordkeeper
20110$0not listed
2010473$18.3 millionnot listed
2009493$16.0 millionnot listed

Stepan Company Profit Sharing Plan

Profit-sharing planMerged

Merged. In 2011 its assets moved to the Stepan Company Income Savings Plan, sponsored by Stepan Company (EIN 36-1823834, plan 009). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 36-1823834
Participants (2010)
933
Net assets (2010)
$11.6 million
Plan administrator
Stepan Company
Edens and Winnetka Roads
Northfield, IL 60093
(847) 446-7500As filed for 2011
In effect since
January 1, 1950
Year by year, 2009 to 2011
Plan yearParticipantsNet assetsRecordkeeper
20110$0not listed
2010933$11.6 millionnot listed
2009887$9.2 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Stepan Company Savings and Investment Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((847) 446-7500). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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