Defined Benefit (Pension) · DOL Form 5500 · 2022

Ashcroft Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
111
Participants Small participant base
77th
Percentile by assets National rank
$179,165
Avg per participant Above avg balance/head
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Official DOL plan name: Ashcroft Inc. Retirement Plan for Union Employees · Sponsored by Ashcroft Inc. · Connecticut · Manufacturing

$20M in assets, 111 participants

Ashcroft Inc.'s Ashcroft Inc. Retirement Plan for Union Employees reported $20M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,028 in Manufacturing (20,602 peers)

Coverage in Connecticut

Ashcroft Inc. Retirement Plan for Union Employees covers 111 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $20M.

#14,028
in Manufacturing (20,602 peers)
-18.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ashcroft Inc. Retirement Plan for Union Employees's outsized position by total assets

Ashcroft Inc. Retirement Plan for Union Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,887,286 Top 23% higher than 77% of 139,123 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 2022

Ashcroft Inc. Retirement Plan for Union Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashcroft Inc. Retirement Plan for Union Employees sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 203481718 · Ashcroft Inc. PY 2022 · Defined Benefit (Pension)

Ashcroft Inc. Retirement Plan for Union Employees · $20M · 111 · 77th

  • RANK $20M
  • PHOTO 111
  • IND 77th
  • EOY Defined Benefit (Pension)
  • 5500 near Greenfield Banking Company Employees' Pension Plan
  • ASSETS ind #14028

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 Connecticut →

Ashcroft Inc. Retirement Plan for Union Employees in the asset neighbourhood

Inland Pension Fund$20MIowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension PlanIowa Carpenters Heavy Highwa…$20MAshcroft Inc. Retirement Plan for Union EmployeesAshcroft Inc. Retirement Pla…$20MGreenfield Banking Company Employees' Pension PlanGreenfield Banking Company E…$20MPension Plan for Bargaining Unit Employees of Amfac PlantationsPension Plan for Bargaining …$20M
End-of-year total assets ($M) among Ashcroft Inc. Retirement Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$20M
Net Income-$5M
Employer EIN203481718
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ashcroft Inc.)

Sponsor-wide plan assets over time

All Ashcroft Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$97M 21.471328002130864% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $80.2M $97.4M ▲ +21.5%
Year Plans Participants Total Assets
2022 2 458 $80M
2023 2 465 $92M
2024 2 458 $97M

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ashcroft Inc. Retirement Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Ashcroft Inc. Retirement Plan for Union Employees, Total assets ($B): 0.019887286 · Participants: 111Ashcroft Inc. Retirement Plan for Union EmployeesGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
Ashcroft Inc. Retirement Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Ashcroft Inc. Retirement Plan for Union Employees side-by-side with 3 peers →

Ashcroft Inc. Retirement Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Greenfield Banking Company Employees' Pension Plan in IN ($20M); by covered participants it is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ashcroft Inc. Retirement Plan for Union Employees assets move in 2022? ▼
Ashcroft Inc. Retirement Plan for Union Employees declined sharply - down 18.7% during 2022, from $24M to $20M. Reported net income was -$5M.
How have Ashcroft Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ashcroft Inc.'s sponsor-wide assets grew 21.5%, from $80M to $97M.
Where does Ashcroft Inc. Retirement Plan for Union Employees rank by assets among Form 5500 filers? ▼
Ashcroft Inc. Retirement Plan for Union Employees ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ashcroft Inc. Retirement Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Greenfield Banking Company Employees' Pension Plan in IN ($20M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ashcroft Inc. Retirement Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (111 participants, $174M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203481718.

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.