Valvoline 401(k) and pension plans

Valvoline Inc., Lexington, KY. EIN 30-0939371. Annual reports 2009–2025. Also filed as Ashland Inc; Ashland Inc.; Valvoline LLC.

Valvoline Inc. has 3 active retirement plans on file. The largest is the Valvoline 401(k) Plan, with 14,382 participants and $334 million in assets in 2025. Fidelity has been its recordkeeper since 2017.

Active plans: 3
Participants: 26,383
Plan assets: $1.7 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Manufacturing

All 4 plans

Active plans first

Valvoline 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 30-0939371
Participants (2025): 14,382
Net assets (2025): $334 million
Recordkeeper: Fidelity2017–2025
Plan administrator: Valvoline Inc.
100 Valvoline Way
Lexington, KY 40509
(859) 357-7777As filed for 2025
In effect since: January 1, 2017

Year by year, 2017 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	14,382	$334 million	Fidelity
2024	16,299	$319 million	Fidelity
2023	15,760	$297 million	Fidelity
2022	14,442	$260 million	Fidelity
2021	12,334	$546 million	Fidelity
2020	10,097	$442 million	Fidelity
2019	8,381	$397 million	Fidelity
2018	7,030	$356 million	Fidelity
2017	6,493	$399 million	Fidelity

Ashland Hercules Pension Plan II

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 61-1782197
Participants (2024): 8,156
Net assets (2024): $441 million
Plan administrator: Valvoline LLC
100 Valvoline Way
Lexington, KY 40509
(859) 357-7777As filed for 2024
In effect since: September 30, 2019

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,156	$441 million	not listed
2023	7,672	$469 million	not listed
2022	6,909	$415 million	not listed
2021	6,967	$441 million	not listed
2020	7,201	$613 million	not listed
2019	7,371	$613 million	not listed

Ashland Hercules Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 61-1782197
Participants (2024): 3,845
Net assets (2024): $924 million
Last listed administrator: WTW2016–2018
Plan administrator: Valvoline LLC
100 Valvoline Way
Lexington, KY 40509
(859) 357-7777As filed for 2024
In effect since: January 1, 1913

Plans merged into this one: Ashland Inc Leveraged Employee Stock Ownership Plan (2014); Ashland Inc Defined Benefit Master Trust (2014); Ashland Inc Leveraged Employee Stock Ownership Plan (2016).

Earlier sponsor: Ashland Inc (2009–2014).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,845	$924 million	not listed
2023	4,343	$984 million	not listed
2022	5,366	$946 million	not listed
2021	5,209	$997 million	not listed
2020	5,313	$1.4 billion	not listed
2019	5,365	$1.4 billion	not listed
2018	13,100	$1.3 billion	WTW
2017	13,256	$1.7 billion	WTW
2016	16,196	$2.0 billion	WTW
2015	22,855	$2.3 billion	not listed
2014	38,576	$2.6 billion	not listed
2013	56,785	$2.8 billion	not listed
2012	53,130	$2.7 billion	not listed
2011	53,957	$2.7 billion	not listed
2010	55,613	$2.4 billion	not listed
2009	56,876	$2.5 billion	not listed

Ashland Inc Leveraged Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Merged

Merged. In 2016 its assets moved to the Ashland Hercules Pension Plan, sponsored by Valvoline Inc. (EIN 61-1782197, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 61-1782197
Participants (2015): 308
Net assets (2015): $119 million
Plan administrator: Valvoline LLC
100 Valvoline Way
Lexington, KY 40509
(859) 357-7777As filed for 2016
In effect since: October 1, 1985

Year by year, 2015 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	not listed
2015	308	$119 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Valvoline 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((859) 357-7777). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.