401(k) · DOL Form 5500 · 2023

Ashcroft Inc. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
360
Participants Below avg headcount
89th
Percentile by assets National rank
$192,816
Avg per participant Above avg balance/head
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Official DOL plan name: Ashcroft Inc. 401(k) Plan · Sponsored by Ashcroft Inc. · Connecticut · Manufacturing

$69M in assets, 360 participants

Ashcroft Inc.'s Ashcroft Inc. 401(k) Plan reported $69M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,553 in Manufacturing (18,722 peers)

Where Ashcroft Inc. 401(k) Plan sits by assets

Ashcroft Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $69M for 360 participants (~$192,816/participant), up 15.2% in 2023.

#15,553
in Manufacturing (18,722 peers)
+15.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ashcroft Inc. 401(k) Plan's outsized position by total assets

Ashcroft Inc. 401(k) Plan vs every filed plan by assets

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

$69,413,939 Top 11% higher than 89% 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

Ashcroft Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashcroft Inc. 401(k) Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ashcroft Inc. 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ashcroft Inc. 401(k) Plan end-of-year assets rose from $60M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Ashcroft Inc. 401(k) Plan reported participants rose from 347 in the plan year 2022 filing to 360 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203481718 · Ashcroft Inc. PY 2023 · 401(k)

Ashcroft Inc. 401(k) Plan · $69M · 360 · 89th

  • RANK $69M
  • PHOTO 360
  • IND 89th
  • EOY 401(k)
  • 5500 near Pfu America, Inc. 401(k) Plan
  • ASSETS ind #15553

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. 401(k) Plan in the asset neighbourhood

Ashcroft Inc. 401(k) Plan$69MPfu America, Inc. 401(k) Plan$69MAdvarra 401(k) Plan$69MHeritage Distribution Holdings 401(k) PlanHeritage Distribution Holdin…$69MPioneer Employees 401 (K) PlanPioneer Employees 401 (K) Pl…$69M
End-of-year total assets ($M) among Ashcroft Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$69M
Net Income$9M
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 401(k) Plans in Connecticut

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

Ashcroft Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ashcroft Inc. 401(k) Plan, Total assets ($B): 0.069413939 · Participants: 360Ashcroft Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Ashcroft Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ashcroft Inc. 401(k) Plan side-by-side with 3 peers →

Ashcroft Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Pfu America, Inc. 401(k) Plan in CA ($69M); by covered participants it is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Ashcroft Inc. 401(k) Plan assets move in 2023? ▼
Ashcroft Inc. 401(k) Plan grew sharply - up 15.2% during 2023, from $60M to $69M. Reported net income was $9M.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ashcroft Inc. 401(k) Plan ranks in the 89th 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 Ashcroft Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pfu America, Inc. 401(k) Plan in CA ($69M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Ashcroft Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants, $10M 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 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.