401(k) · DOL Form 5500 · 2022

Valvoline Inc. 401(k) Plan

Data updated 2026-08-25

$260M
Total assets Near avg plan size
9,763
Participants Very large workforce
96th
Percentile by assets National rank
$26,613
Avg per participant Low balance/head
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Official DOL plan name: Valvoline 401(k) Plan · Sponsored by Valvoline Inc. · Kentucky · Manufacturing

$260M in assets, 9,763 participants

Valvoline Inc.'s Valvoline 401(k) Plan reported $260M in total assets and 9,763 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,423 in Manufacturing (20,602 peers)

Coverage in Kentucky

Valvoline 401(k) Plan covers 9,763 participants in Kentucky, 15x the typical Kentucky plan (state average ~647 per filing). Assets: $260M.

#19,423
in Manufacturing (20,602 peers)
-52.5%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $87M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valvoline 401(k) Plan's outsized position by total assets

Valvoline 401(k) Plan vs every filed plan by assets

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

$259,824,805 Top 4% higher than 96% 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

Valvoline 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valvoline 401(k) Plan lands in the large band (9,763 participants).

Form 5500 schedule snapshot

Filing strip 300939371 · Valvoline Inc. PY 2022 · 401(k)

Valvoline 401(k) Plan · $260M · 9,763 · 96th

  • IND $260M
  • IND 9,763
  • IND 96th
  • IND 401(k)
  • IND near Cambridge Associates, LLC 401(k) Savings Plan & Trust
  • IND ind #19423

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 Kentucky →

Valvoline 401(k) Plan in the asset neighbourhood

National Life Group 401(k) PlanNational Life Group 401(k) P…$260MValvoline 401(k) Plan$260MCambridge Associates, LLC 401(k) Savings Plan & TrustCambridge Associates, LLC 40…$260MAlsco 401(k) Savings Plan$260MThe Oregon Clinic, P.C. Retirement PlanThe Oregon Clinic, P.C. Reti…$260M
End-of-year total assets ($M) among Valvoline 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$547M
Net Assets (End of Year)$260M
Net Income-$87M
Employer EIN300939371
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valvoline Inc.)

Sponsor-wide plan assets over time

All Valvoline Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$319M 22.70053430810811% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $260M $319M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 9,763 $260M
2023 1 11,540 $297M
2024 1 11,922 $319M

Nearby 401(k) Plans in Kentucky

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

Valvoline 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Valvoline 401(k) Plan, Total assets ($B): 0.259824805 · Participants: 9763Valvoline 401(k) 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
Valvoline 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Valvoline 401(k) Plan side-by-side with 3 peers →

Scale composition for Valvoline 401(k) Plan

Valvoline 401(k) Plan reports $260M in end-of-year assets across 9,763 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $26,613 per participant (19% of the national average assets-per-participant) . Net income for plan year 2022 was -$87M.

This plan identity (EIN 300939371, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $260M to $319M (+22.7%) while covered participants moved from 9,763 to 11,922 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,763 $260M This page
2023 11,540 $297M Open filing
2024 · index core 11,922 $319M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Kentucky, the nearest 401(k) by assets is Cambridge Associates, LLC 401(k) Savings Plan & Trust in MA ($260M); by covered participants it is Hub International Limited 401(k) Savings Plan in IL (9,758 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($260M here).

Similar participant headcount

Nearest other-state filings by covered participants (9,763 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 Valvoline 401(k) Plan assets move in 2022? ▼
Valvoline 401(k) Plan contracted severely - down 52.5% during 2022, from $547M to $260M. Reported net income was -$87M.
How have Valvoline Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valvoline Inc.'s sponsor-wide assets grew 22.7%, from $260M to $319M.
Where does Valvoline 401(k) Plan rank by assets among Form 5500 filers? ▼
Valvoline 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Valvoline 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambridge Associates, LLC 401(k) Savings Plan & Trust in MA ($260M, 1,068 participants).
Which 401(k) plans cover a similar participant headcount to Valvoline 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hub International Limited 401(k) Savings Plan in IL (9,758 participants, $1.1B 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 300939371.

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.