Defined Benefit (Pension) · DOL Form 5500 · 2024
Ashcroft Inc. Pension Plan
Data updated 2026-08-11
- $22M
- Total assets
- 89
- Participants
- 72nd
- Percentile by assets
- $246,546
- Avg per participant
Official DOL plan name: Ashcroft Inc. Retirement Plan for Union Employees · Sponsored by Ashcroft Inc. · Connecticut · Manufacturing
$22M in assets, 89 participants
Ashcroft Inc.'s Ashcroft Inc. Retirement Plan for Union Employees reported $22M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 123,622 plans)
- #11,022 in Manufacturing (17,777 peers)
Ashcroft Inc. multi-year trail
Ashcroft Inc.'s plans moved +21.5% in assets from 2022 to 2024; this filing shows Ashcroft Inc. Retirement Plan for Union Employees at $22M / 89 participants.
- $22M
- total plan assets (2024 EOY)
- 89
- covered participants
- 72nd
- percentile by assets (of 123,622 plans)
- $246,546
- avg assets per participant
The plan reported a net loss of $632K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ashcroft Inc. Retirement Plan for Union Employees reported net income fell from $3M in the plan year 2023 filing to -$632K in the plan year 2024 filing.
- Ashcroft Inc. Retirement Plan for Union Employees reported participants fell from 105 in the plan year 2023 filing to 89 in the plan year 2024 filing.
- Ashcroft Inc. Retirement Plan for Union Employees end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Ashcroft Inc. across 3 plan years on file
Across the 3 plan years Ashcroft Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $80M to $97M, a gain of 21.5%, while reported participants moved from 458 to 458 (+0.0%). Peak year by sponsor assets: 2024 ($97M); trough: 2022 ($80M).
Ashcroft Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 458 | $80M |
| 2023 | 2 | 465 | $92M |
| 2024 | 2 | 458 | $97M |
Ashcroft Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$632K |
| Employer EIN | 203481718 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
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
- Rtx Consolidated Pension Plan $41.6B · 36,180
- The Citigroup Pension Plan $10.0B · 15,906
- Eversource Pension Plan $5.8B · 3,428
- Retirement Plan for Employees of Aetna Inc. $5.2B · 9,682
- The Hartford Retirement Plan for U.S. Employees $3.4B · 7,034
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ashcroft Inc. Retirement Plan for Union Employees by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Ashcroft Inc. Retirement Plan for Union Employees's numbers.
- By total assets, Ashcroft Inc. Retirement Plan for Union Employees ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
- Ashcroft Inc.'s sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Manufacturing plans