401(k) · DOL Form 5500 · 2022
Valvoline Inc. 401(k) Plan
Data updated 2026-08-11
- $260M
- Total assets
- 9,763
- Participants
- 96th
- Percentile by assets
- $26,613
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $260M
- total plan assets (2022 EOY)
- 9,763
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $26,613
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Valvoline 401(k) Plan reports 9,763 participants - 15x that state average ($260M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $547M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | -$87M |
| Employer EIN | 300939371 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valvoline Inc.)
| 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
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
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 (401(k), $319M, 11,922 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Valvoline 401(k) Plan by total assets, not by location.
- Cambridge Associates, LLC 401(k) Savings Plan & Trust (MA) $260M · 1,068
- Alsco 401(k) Savings Plan (UT) $260M · 4,049
- National Life Group 401(k) Plan (VT) $260M · 1,153
- The Oregon Clinic, P.C. Retirement Plan (OR) $260M · 1,169
Frequently Asked Questions
How did Valvoline 401(k) Plan assets move in 2022? ▼
How have Valvoline Inc. plan assets changed over time? ▼
Where does Valvoline 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Valvoline 401(k) Plan? ▼
Next read for Valvoline 401(k) Plan
Filing takeaways
Ways to act on Valvoline 401(k) Plan's numbers.
- By total assets, Valvoline 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Valvoline Inc.'s sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Manufacturing plans