Defined Benefit (Pension) · DOL Form 5500 · 2023

Ashcroft Inc. Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
105
Participants Small participant base
75th
Percentile by assets National rank
$214,998
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

$23M in assets, 105 participants

Ashcroft Inc.'s Ashcroft Inc. Retirement Plan for Union Employees reported $23M in total assets and 105 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.

  • #12,204 in Manufacturing (18,722 peers)

Coverage in Connecticut

Ashcroft Inc. Retirement Plan for Union Employees covers 105 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $23M.

#12,204
in Manufacturing (18,722 peers)
+13.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$22,574,806 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

Ashcroft Inc. Retirement Plan for Union Employees 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. Retirement Plan for Union Employees sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ashcroft Inc. Retirement Plan for Union Employees reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ashcroft Inc. Retirement Plan for Union Employees end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Ashcroft Inc. Retirement Plan for Union Employees reported participants fell from 111 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203481718 · Ashcroft Inc. PY 2023 · Defined Benefit (Pension)

Ashcroft Inc. Retirement Plan for Union Employees · $23M · 105 · 75th

  • PART $23M
  • PART 105
  • PART 75th
  • PART Defined Benefit (Pension)
  • PART near Pension Plan for the Employees of L'oreal Travel Retail Americas, Inc.
  • PART ind #12204

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

Agiliti Health Inc. Employees' Pension PlanAgiliti Health Inc. Employee…$23MMinneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension PlanMinneapolis Retail Meat Cutt…$23MAshcroft Inc. Retirement Plan for Union EmployeesAshcroft Inc. Retirement Pla…$23MPension Plan for the Employees of L'oreal Travel Retail Americas, Inc.Pension Plan for the Employe…$23MAtapco Pension Plan$23M
End-of-year total assets ($M) among Ashcroft Inc. Retirement Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
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): 0.022574806 · Participants: 105Ashcroft Inc. Retirement Plan for Union EmployeesRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
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 Pension Plan for the Employees of L'oreal Travel Retail Americas, Inc. in FL ($23M); by covered participants it is First Technology Credit Union Employees' Pension Plan in OR (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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. Retirement Plan for Union Employees assets move in 2023? ▼
Ashcroft Inc. Retirement Plan for Union Employees grew at a solid clip - up 13.5% during 2023, from $20M to $23M. Reported net income was $3M.
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 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 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 Pension Plan for the Employees of L'oreal Travel Retail Americas, Inc. in FL ($23M, 99 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 First Technology Credit Union Employees' Pension Plan in OR (105 participants, $53M 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.