ESOP · DOL Form 5500 · 2023

Valkyrie Enterprises, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
1
Participants Small participant base
67th
Percentile by assets National rank
$14.7M
Avg per participant High 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

$15M in assets, 1 participants

Valkyrie Enterprises, Inc.'s Valkyrie Enterprises, Inc. Employee Stock Ownership Plan reported $15M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #46 in Public Administration (80 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 $15M / 1 participant.

#46
in Public Administration (80 peers)
+4.9%
assets growth YoY

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 2023 · DOL Form 5500

$14,730,033 Top 33% higher than 67% 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

Valkyrie Enterprises, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valkyrie Enterprises, Inc. Employee Stock Ownership Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valkyrie Enterprises, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $683K in the plan year 2023 filing.
  • Valkyrie Enterprises, Inc. Employee Stock Ownership Plan reported participants fell from 561 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Valkyrie Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061818880 · Valkyrie Enterprises, Inc. PY 2023 · ESOP

Valkyrie Enterprises, Inc. Employee Stock Ownership Plan · $15M · 1 · 67th

  • PHOTO $15M
  • PHOTO 1
  • PHOTO 67th
  • PHOTO ESOP
  • PHOTO near Koa Corporation 401(k) Plan
  • PHOTO ind #46

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

Howards Appliances, Inc. Employee Stock Ownership PlanHowards Appliances, Inc. Emp…$15MValkyrie Enterprises, Inc. Employee Stock Ownership PlanValkyrie Enterprises, Inc. E…$15MKoa Corporation 401(k) Plan$15MJasa Employee Stock Ownership PlanJasa Employee Stock Ownershi…$15MPrecision Metal Industries, Inc. ESOP 2012Precision Metal Industries, …$15M
End-of-year total assets ($M) among Valkyrie Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$683K
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. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Valkyrie Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014730033 · Participants: 1Valkyrie Enterprises, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation 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 Koa Corporation 401(k) Plan in CA ($15M); by covered participants it is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Valkyrie Enterprises, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Valkyrie Enterprises, Inc. Employee Stock Ownership Plan edged up modestly - up 4.9% during 2023, from $14M to $15M. Reported net income was $683K.
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 Koa Corporation 401(k) Plan in CA ($15M, 103 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 Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant, 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 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.