401(k) · DOL Form 5500 · 2024

Ashland Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 80
Participants Small participant base: 73rd
Percentile by assets National rank: $287,810
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Ashland Union Employee Savings Plan · Sponsored by Ashland Inc. · Delaware · Wholesale Trade

$23M in assets, 80 participants

Ashland Inc.'s Ashland Union Employee Savings Plan reported $23M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#4,253 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Ashland Union Employee Savings Plan holds $23M for 80 participants - about $287,810 per participant, above the median plan by assets.

#4,253
in Wholesale Trade (6,080 peers): +2.0%
assets growth YoY

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 2024 · DOL Form 5500

$23,024,839 Top 27% higher than 73% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ashland Union Employee Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashland Union Employee Savings Plan is a small filing (80 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ashland Union Employee Savings Plan reported net income fell from $3M in the plan year 2023 filing to $440K in the plan year 2024 filing.
Ashland Union Employee Savings Plan reported participants rose from 72 in the plan year 2023 filing to 80 in the plan year 2024 filing.
Ashland Union Employee Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 812587835 · Ashland Inc. PY 2024 · 401(k)

Ashland Union Employee Savings Plan · $23M · 80 · 73rd

5500 $23M
5500 80
5500 73rd
5500 401(k)
5500 near Portman 401(k) Plan
5500 ind #4253

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 →

End-of-year total assets ($M) among Ashland Union Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$23M
Net Income	$440K
Employer EIN	812587835
Plan Effective Date	1963-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ashland Inc.)

Latest sponsor-wide plan assets: $1.4B 9.617593407394251% vs 2022; 2024 filing year

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

Astrazeneca Savings and Security Plan $8.6B · 17,175
Retirement Savings Plan $7.0B · 9,658
Dupont Retirement Savings Plan $3.4B · 9,391
Wl Gore & Associates, Inc. 401(k) Plan $2.0B · 8,887
Ashland Employee Savings Plan $1.3B · 1,405

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 Portman 401(k) Plan in GA ($23M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Portman 401(k) Plan (GA) $23M · 115
Crescent Bank Retirement Savings Plan (LA) $23M · 301
Sunmark Credit Union 401(k) Plan (NY) $23M · 262
Inrcore, LLC Retirement Plan (PA) $23M · 429

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

Lewa America Inc 401(k) Profit Sharing Plan & Trust (MA) 80 · 0 off
Rmcp 401(k) (CO) 80 · 0 off
Gana-A'yoo, Limited 401(k) Retirement Plan (AK) 80 · 0 off
Sojitz De Puerto Rico Corporation 1165(e) Plan (PR) 80 · 0 off

DOL Form 5500 plan year 2024. 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 2024? ▼

Ashland Union Employee Savings Plan edged up modestly - up 2.0% during 2024, from $23M to $23M. Reported net income was $440K.

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.

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 Portman 401(k) Plan in GA ($23M, 115 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 Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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