401(k) · DOL Form 5500 · 2023

Valentine Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
201
Participants Below avg headcount
46th
Percentile by assets National rank
$27,930
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valentine Enterprises, Inc. Retirement Savings Plan · Sponsored by Valentine Enterprises, Inc. · Georgia · Manufacturing

$6M in assets, 201 participants

Valentine Enterprises, Inc.'s Valentine Enterprises, Inc. Retirement Savings Plan reported $6M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,618 in Manufacturing (18,722 peers)

Coverage in Georgia

Valentine Enterprises, Inc. Retirement Savings Plan covers 201 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#5,618
in Manufacturing (18,722 peers)
+11.9%
assets growth YoY

Valentine Enterprises, Inc. Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Valentine Enterprises, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,613,869 46th percentile higher than 46% of 127,068 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 2023

Valentine Enterprises, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valentine Enterprises, Inc. Retirement Savings Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valentine Enterprises, Inc. Retirement Savings Plan reported net income rose from $31K in the plan year 2022 filing to $599K in the plan year 2023 filing.
  • Valentine Enterprises, Inc. Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Valentine Enterprises, Inc. Retirement Savings Plan reported participants rose from 190 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132708762 · Valentine Enterprises, Inc. PY 2023 · 401(k)

Valentine Enterprises, Inc. Retirement Savings Plan · $6M · 201 · 46th

  • VS-ST $6M
  • VS-ST 201
  • VS-ST 46th
  • VS-ST 401(k)
  • VS-ST near Citizen Auto Stage Company and Affiliates Profit Sharing Plan
  • VS-ST ind #5618

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 Georgia →

Valentine Enterprises, Inc. Retirement Savings Plan in the asset neighbourhood

Valentine Enterprises, Inc. Retirement Savings PlanValentine Enterprises, Inc. …$6MCitizen Auto Stage Company and Affiliates Profit Sharing PlanCitizen Auto Stage Company a…$6MEppco Enterprises, Inc. 401(k) Retirement PlanEppco Enterprises, Inc. 401(…$6MLookingpoint, Inc. 401(k) PlanLookingpoint, Inc. 401(k) Pl…$6MBellerophon Services, Inc. 401 (K) PlanBellerophon Services, Inc. 4…$6M
End-of-year total assets ($M) among Valentine Enterprises, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$599K
Employer EIN132708762
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valentine Enterprises, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 29.995122293630743% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.01M $6.52M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 190 $5M
2023 1 201 $6M
2024 1 185 $7M

Nearby 401(k) Plans in Georgia

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

Valentine Enterprises, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Valentine Enterprises, Inc. Retirement Savings Plan, Total assets ($B): 0.005613869 · Participants: 201Valentine Enterprises, Inc. Retirement Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Valentine Enterprises, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Valentine Enterprises, Inc. Retirement Savings Plan side-by-side with 3 peers →

Valentine Enterprises, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Citizen Auto Stage Company and Affiliates Profit Sharing Plan in AZ ($6M); by covered participants it is Paul USA 401(k) Plan in MA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valentine Enterprises, Inc. Retirement Savings Plan assets move in 2023? ▼
Valentine Enterprises, Inc. Retirement Savings Plan grew at a solid clip - up 11.9% during 2023, from $5M to $6M. Reported net income was $599K.
How have Valentine Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valentine Enterprises, Inc.'s sponsor-wide assets grew 30.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Valentine Enterprises, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizen Auto Stage Company and Affiliates Profit Sharing Plan in AZ ($6M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Valentine Enterprises, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paul USA 401(k) Plan in MA (201 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132708762.

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.