ESOP · DOL Form 5500 · 2022

Valkyrie Enterprises, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
561
Participants Below avg headcount
71st
Percentile by assets National rank
$25,040
Avg per participant Low balance/head
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Official DOL plan name: Valkyrie Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Valkyrie Enterprises, Inc. · Virginia · Public Administration

$14M in assets, 561 participants

Valkyrie Enterprises, Inc.'s Valkyrie Enterprises, Inc. Employee Stock Ownership Plan reported $14M in total assets and 561 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #58 in Public Administration (93 peers)

Valkyrie Enterprises, Inc. multi-year trail

Valkyrie Enterprises, Inc.'s plans moved +37.6% in assets from 2022 to 2024; this filing shows Valkyrie Enterprises, Inc. Employee Stock Ownership Plan at $14M / 561 participants.

#58
in Public Administration (93 peers)
-68.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valkyrie Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Valkyrie Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,047,168 Top 29% higher than 71% 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

Valkyrie Enterprises, Inc. Employee Stock Ownership 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. Valkyrie Enterprises, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (561 participants).

Published 5500 schedule card

Filing strip 061818880 · Valkyrie Enterprises, Inc. PY 2022 · ESOP

Valkyrie Enterprises, Inc. Employee Stock Ownership Plan · $14M · 561 · 71st

  • TYPE $14M
  • NET 561
  • BOOK 71st
  • VS-ST ESOP
  • BOY near Mei Enterprises, Inc. Employee Stock Ownership Plan
  • SCH ind #58

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 What is an ESOP? → · Plans in Virginia →

Valkyrie Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Valkyrie Enterprises, Inc. Employee Stock Ownership PlanValkyrie Enterprises, Inc. E…$14MMei Enterprises, Inc. Employee Stock Ownership PlanMei Enterprises, Inc. Employ…$14MThe Media Loft, Inc. Employee Stock Ownership Plan and TrustThe Media Loft, Inc. Employe…$14MControl Southern, Inc. Employee Stock Ownership PlanControl Southern, Inc. Emplo…$14MCitizens & Northern Corp. Employee Stock Ownership PlanCitizens & Northern Corp. Em…$14M
End-of-year total assets ($M) among Valkyrie Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Valkyrie Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valkyrie Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 37.626000777054216% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.5M $87.4M ▲ +37.6%
Year Plans Participants Total Assets
2022 2 1,356 $63M
2023 2 785 $90M
2024 2 727 $87M

Valkyrie Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN061818880
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Valkyrie Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants Valkyrie Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.047168 · Participants: 561Valkyrie Enterprises, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Valkyrie Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Valkyrie Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Valkyrie Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Mei Enterprises, Inc. Employee Stock Ownership Plan in IL ($14M); by covered participants it is Magnolia Employee Stock Ownership Plan in LA (561 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (561 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 Valkyrie Enterprises, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Valkyrie Enterprises, Inc. Employee Stock Ownership Plan contracted severely - down 68.9% during 2022, from $45M to $14M. Reported net income was -$4M.
How have Valkyrie Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valkyrie Enterprises, Inc.'s sponsor-wide assets grew 37.6%, from $63M to $87M.
Which ESOP plans are similar in size to Valkyrie Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mei Enterprises, Inc. Employee Stock Ownership Plan in IL ($14M, 100 participants).
Which ESOP plans cover a similar participant headcount to Valkyrie Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Magnolia Employee Stock Ownership Plan in LA (561 participants, $499M 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 061818880.

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.