Defined Benefit (Pension) · DOL Form 5500 · 2022
Valvoline LLC Pension Plan
Data updated 2026-08-11
- $415M
- Total assets
- 285
- Participants
- 98th
- Percentile by assets
- $1.5M
- Avg per participant
Official DOL plan name: Ashland Hercules Pension Plan II · Sponsored by Valvoline LLC · Kentucky · Manufacturing
$415M in assets, 285 participants
Valvoline LLC's Ashland Hercules Pension Plan II reported $415M in total assets and 285 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,767 in Manufacturing (20,602 peers)
Coverage in Kentucky
Ashland Hercules Pension Plan II covers 285 participants in Kentucky, about 44% of the average Kentucky filer (state average ~647 per filing). Assets: $415M.
- $415M
- total plan assets (2022 EOY)
- 285
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $1.5M
- avg assets per participant
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Ashland Hercules Pension Plan II reports 285 participants - about 44% of that state average ($415M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $441M |
|---|---|
| Net Assets (End of Year) | $415M |
| Net Income | -$27M |
| Employer EIN | 611782197 |
| Plan Effective Date | 2019-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valvoline LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 602 | $1.4B |
| 2023 | 2 | 127 | $1.5B |
| 2024 | 2 | 112 | $1.4B |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ashland Hercules Pension Plan II vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
- Lg&e and Ku Pension Plan $1.1B · 983
- Ashland Hercules Pension Plan $946M · 317
- Yum Brands Retirement Plan $754M · 4,539
- Brown-Forman Corporation Salaried Employees Retirement Plan $560M · 1,262
- Lexmark Retirement Growth Account Plan $352M · 671
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ashland Hercules Pension Plan II by total assets, not by location.
- Westlake Defined Benefit Plan (TX) $415M · 1,205
- Local 68 Engineers Union Pension Plan (NJ) $414M · 2,293
- The Clorox Company Pension Plan (CA) $416M · 1,727
- Ims Health Incorporated Retirement Plan (CT) $414M · 1,471
Frequently Asked Questions
How did Ashland Hercules Pension Plan II assets move in 2022? ▼
How have Valvoline LLC plan assets changed over time? ▼
Where does Ashland Hercules Pension Plan II rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ashland Hercules Pension Plan II? ▼
Next read for Ashland Hercules Pension Plan II
Filing takeaways
Ways to act on Ashland Hercules Pension Plan II's numbers.
- By total assets, Ashland Hercules Pension Plan II ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kentucky. Compare plans
- Valvoline LLC's sponsor-wide assets have grown 0.3% since 2022 across 3 plan years on file. More Manufacturing plans