Defined Benefit (Pension) · DOL Form 5500 · 2024

Ashcroft Inc. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
89
Participants Small participant base
72nd
Percentile by assets National rank
$246,546
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

$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.

  • #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.

#11,022
in Manufacturing (17,777 peers)
-2.8%
assets change YoY

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.

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 2024 · DOL Form 5500

$21,942,592 Top 28% higher than 72% of 123,620 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 2024

Ashcroft Inc. Retirement Plan for Union Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashcroft Inc. Retirement Plan for Union Employees is a small filing (89 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 203481718 · Ashcroft Inc. PY 2024 · Defined Benefit (Pension)

Ashcroft Inc. Retirement Plan for Union Employees · $22M · 89 · 72nd

  • BOOK $22M
  • BOOK 89
  • BOOK 72nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Agiliti Health Inc. Employees' Pension Plan
  • BOOK ind #11022

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

Pittsburgh Glass Works Retirement Income PlanPittsburgh Glass Works Retir…$22MAgiliti Health Inc. Employees' Pension PlanAgiliti Health Inc. Employee…$22MAshcroft Inc. Retirement Plan for Union EmployeesAshcroft Inc. Retirement Pla…$22MEmployees' Retirement Plan of the Kensico CemeteryEmployees' Retirement Plan o…$22MAxia Inc. Retirement Plan$22M
End-of-year total assets ($M) among Ashcroft Inc. Retirement Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ashcroft Inc. multi-year asset trail

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

Ashcroft Inc. filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$632K
Employer EIN203481718
Plan Effective Date2006-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Ashcroft Inc. Retirement Plan for Union Employees, Total assets ($B): 0.021942592 · Participants: 89Ashcroft Inc. Retirement Plan for Union EmployeesRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The 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 Agiliti Health Inc. Employees' Pension Plan in MN ($22M); by covered participants it is Glencore Ltd. Defined Benefit Plan in NY (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

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 Ashcroft Inc. Retirement Plan for Union Employees assets move in 2024? ▼
Ashcroft Inc. Retirement Plan for Union Employees edged down modestly - down 2.8% during 2024, from $23M to $22M. Reported net income was -$632K.
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.
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 Agiliti Health Inc. Employees' Pension Plan in MN ($22M, 69 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 Glencore Ltd. Defined Benefit Plan in NY (89 participants, $57M 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 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.