401(k) · DOL Form 5500 · 2023

Ashland Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
72
Participants Small participant base
75th
Percentile by assets National rank
$313,662
Avg per participant High balance/head
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Official DOL plan name: Ashland Union Employee Savings Plan · Sponsored by Ashland Inc. · Delaware · Wholesale Trade

$23M in assets, 72 participants

Ashland Inc.'s Ashland Union Employee Savings Plan reported $23M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,575 in Wholesale Trade (6,309 peers)

Where Ashland Union Employee Savings Plan sits by assets

Ashland Union Employee Savings Plan sits in the top quartile of all filed plans by assets, $23M for 72 participants (~$313,662/participant), up 12.6% in 2023.

#4,575
in Wholesale Trade (6,309 peers)
+12.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ashland Union Employee Savings Plan's outsized position by total assets

Ashland Union Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,583,650 Top 25% higher than 75% of 127,068 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 2023

Ashland Union Employee Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashland Union Employee Savings Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ashland Union Employee Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ashland Union Employee Savings Plan reported participants fell from 89 in the plan year 2022 filing to 72 in the plan year 2023 filing.
  • Ashland Union Employee Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812587835 · Ashland Inc. PY 2023 · 401(k)

Ashland Union Employee Savings Plan · $23M · 72 · 75th

  • EIN $23M
  • RANK 72
  • PHOTO 75th
  • IND 401(k)
  • EOY near Revere Control Systems, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #4575

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 Wholesale Trade retirement plans → · Plans in Delaware →

Ashland Union Employee Savings Plan in the asset neighbourhood

Cedarwood-Young Company 401(k) PlanCedarwood-Young Company 401(…$23MCoastal Beverage Company, Inc. Profit Sharing/401(k) PlanCoastal Beverage Company, In…$23MAshland Union Employee Savings PlanAshland Union Employee Savin…$23MRevere Control Systems, Inc. 401(k) Profit Sharing PlanRevere Control Systems, Inc.…$23MKositzka, Wicks and Company 401(k) Profit Sharing Plan and TrustKositzka, Wicks and Company …$23M
End-of-year total assets ($M) among Ashland Union Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN812587835
Plan Effective Date1963-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ashland Inc.)

Sponsor-wide plan assets over time

All Ashland Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 9.617593407394251% vs 2022
2024 filing year
$1.25B$1.3B$1.35B$1.4B$1.45B 202220232024 $1.27B $1.39B ▲ +9.4%
Year Plans Participants Total Assets
2022 3 2,059 $1.3B
2023 3 1,799 $1.3B
2024 3 1,557 $1.4B

Nearby 401(k) Plans in Delaware

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ashland Union Employee Savings Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Ashland Union Employee Savings Plan, Total assets ($B): 0.02258365 · Participants: 72Ashland Union Employee Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Ashland Union Employee Savings Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Ashland Union Employee Savings Plan side-by-side with 3 peers →

Ashland Union Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Revere Control Systems, Inc. 401(k) Profit Sharing Plan in AL ($23M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ashland Union Employee Savings Plan assets move in 2023? ▼
Ashland Union Employee Savings Plan grew at a solid clip - up 12.6% during 2023, from $20M to $23M. Reported net income was $3M.
How have Ashland Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ashland Inc.'s sponsor-wide assets grew 9.6%, from $1.3B to $1.4B.
Where does Ashland Union Employee Savings Plan rank by assets among Form 5500 filers? ▼
Ashland Union Employee Savings Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ashland Union Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Revere Control Systems, Inc. 401(k) Profit Sharing Plan in AL ($23M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Ashland Union Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812587835.

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.