401(k) · DOL Form 5500 · 2022

Valiant Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
211
Participants Below avg headcount
48th
Percentile by assets National rank
$20,870
Avg per participant Low balance/head
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Official DOL plan name: Automotive Transport Union Plan · Sponsored by Valiant Management, LLC · Kentucky · Transportation & Warehousing

$4M in assets, 211 participants

Valiant Management, LLC's Automotive Transport Union Plan reported $4M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,934 in Transportation & Warehousing (3,876 peers)

Coverage in Kentucky

Automotive Transport Union Plan covers 211 participants in Kentucky, about 33% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#1,934
in Transportation & Warehousing (3,876 peers)
-5.1%
assets change YoY

The plan reported a net loss of $238K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Automotive Transport Union Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Automotive Transport Union Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,403,493 48th percentile higher than 48% of 139,123 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 2022

Automotive Transport Union Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Automotive Transport Union Plan sits mid-pack in the medium band (211 participants).

Published 5500 schedule card

Filing strip 204853723 · Valiant Management, LLC PY 2022 · 401(k)

Automotive Transport Union Plan · $4M · 211 · 48th

  • SCH $4M
  • SCH 211
  • SCH 48th
  • SCH 401(k)
  • SCH near West Coast Quartz Corporation Employees' 401(k) Savings Plan
  • SCH ind #1934

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 Transportation & Warehousing retirement plans → · Plans in Kentucky →

Automotive Transport Union Plan in the asset neighbourhood

Automotive Transport Union PlanAutomotive Transport Union P…$4MWest Coast Quartz Corporation Employees' 401(k) Savings PlanWest Coast Quartz Corporatio…$4MDental Care Associates 401(k)/Profit Sharing PlanDental Care Associates 401(k…$4MTriumph Enterprises, Inc. 401(k) PlanTriumph Enterprises, Inc. 40…$4MWalker Edison Furniture Company LLC 401(k) Profit Sharing Plan and TrustWalker Edison Furniture Comp…$4M
End-of-year total assets ($M) among Automotive Transport Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$238K
Employer EIN204853723
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valiant Management, LLC)

Sponsor-wide plan assets over time

All Valiant Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 71.16246601117051% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $9.26M $2.67M ▼ -71.2%
Year Plans Participants Total Assets
2022 2 380 $9M
2023 1 172 $4M
2024 1 45 $3M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Automotive Transport Union Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Automotive Transport Union Plan, Total assets ($B): 0.004403493 · Participants: 211Automotive Transport Union PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Automotive Transport Union Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Automotive Transport Union Plan side-by-side with 3 peers →

Automotive Transport Union Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is West Coast Quartz Corporation Employees' 401(k) Savings Plan in CA ($4M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Automotive Transport Union Plan assets move in 2022? ▼
Automotive Transport Union Plan pulled back noticeably - down 5.1% during 2022, from $5M to $4M. Reported net income was -$238K.
How have Valiant Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valiant Management, LLC's sponsor-wide assets declined 71.2%, from $9M to $3M.
Which 401(k) plans are similar in size to Automotive Transport Union Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Coast Quartz Corporation Employees' 401(k) Savings Plan in CA ($4M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Automotive Transport Union Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (211 participants, $87K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204853723.

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.