ESOP
2023 plan-year ESOP DOL Form 5500

VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VALKYRIE ENTERPRISES, INC.

This ESOP plan holds $15M in total assets and serves 1 participants as of 2023. It is sponsored by VALKYRIE ENTERPRISES, INC. in Virginia. The plan reported positive net income of $683K for the year.

Total Assets (2023)
$15M
Participants
1
State
Industry
Public Administration

What the Filing Says About VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a ESOP retirement plan sponsored by VALKYRIE ENTERPRISES, INC., headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 1 participants across the Public Administration industry. The sponsor's EIN on file with the U.S. Department of Labor is 061818880, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $15M at year-end — a gain of 4.9%. Net assets (after liabilities) closed the year at $15M, with reported net income of $683K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$683K
Plan TypeESOP
Employer EIN061818880
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VALKYRIE ENTERPRISES, INC.)

Year Plans Participants Total Assets
2022 2 1,356 $63M
2023 2 785 $90M
2024 2 727 $87M

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Frequently Asked Questions

How much money is in the VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $15M in total assets with 1 participants. It is sponsored by VALKYRIE ENTERPRISES, INC..
What type of plan is VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a ESOP plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 061818880.
Who sponsors the VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by VALKYRIE ENTERPRISES, INC., located in Virginia. The sponsor's EIN is 061818880 and the plan operates in the Public Administration industry.
How did VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 4.9% during 2023, moving from $14M to $15M in total assets. Net income was $683K.
Where can I find official filings for VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061818880 or plan name at efast.dol.gov.
How does VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare VALKYRIE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other ESOP plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 061818880.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.