401(k)
2022 plan-year 401(k) DOL Form 5500

The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Ashton Company, Inc. Contractors and Engineers · Arizona · Construction

What the 2023 filing shows

The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement holds $6M for 125 participants — about $47,868 per participant, down 33.8% over the 2022 plan year.

$6M
total plan assets (2022 EOY)
125
covered participants
$47,868
avg assets per participant
-33.8%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$6M
Participants
125
State
Industry
Construction

What the Filing Says About The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement

The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement is a 401(k) retirement plan sponsored by The Ashton Company, Inc. Contractors and Engineers, headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 125 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 860104787, and the plan has been effective since 1952-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2022 to $6M at year-end — a decline of 33.8%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-3,053,608 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-3,053,608
Plan Type401(k)
Employer EIN860104787
Plan Effective Date1952-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ashton Company, Inc. Contractors and Engineers)

Year Plans Participants Total Assets
2022 1 125 $6M
2023 1 133 $7M
2024 1 142 $7M

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Frequently Asked Questions

How much money is in the The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement?
As of the 2022 Form 5500 filing, The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement holds $6M in total assets with 125 participants. It is sponsored by The Ashton Company, Inc. Contractors and Engineers.
What type of plan is The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement?
The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement is a 401(k) plan. It has been effective since 1952-10-01. The plan is filed with the U.S. Department of Labor under EIN 860104787.
Who sponsors the The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement?
The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement is sponsored by The Ashton Company, Inc. Contractors and Engineers, located in Arizona. The sponsor's EIN is 860104787 and the plan operates in the Construction industry.
How did The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement perform in 2022?
The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement declined by 33.8% during 2022, moving from $9M to $6M in total assets. Net income was $-3,053,608.
Where can I find official filings for The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement?
Official Form 5500 filings for The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860104787 or plan name at efast.dol.gov.
How does The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement compare to other plans?
You can compare The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 860104787.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.