401(k) · DOL Form 5500 · 2023
Valvoline Inc. 401(k) Plan
Data updated 2026-08-11
- $297M
- Total assets
- 11,540
- Participants
- 96th
- Percentile by assets
- $25,718
- Avg per participant
Official DOL plan name: Valvoline 401(k) Plan · Sponsored by Valvoline Inc. · Kentucky · Manufacturing
$297M in assets, 11,540 participants
Valvoline Inc.'s Valvoline 401(k) Plan reported $297M in total assets and 11,540 participants in its 2023 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 127,072 plans)
- #17,562 in Manufacturing (18,722 peers)
Coverage in Kentucky
Valvoline 401(k) Plan covers 11,540 participants in Kentucky, 18x the typical Kentucky plan (state average ~647 per filing). Assets: $297M.
- $297M
- total plan assets (2023 EOY)
- 11,540
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $25,718
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valvoline 401(k) Plan reported net income rose from -$87M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Valvoline 401(k) Plan reported participants rose from 9,763 in the plan year 2022 filing to 11,540 in the plan year 2023 filing.
- Valvoline 401(k) Plan end-of-year assets rose from $260M in the plan year 2022 filing to $297M in the plan year 2023 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Valvoline 401(k) Plan reports 11,540 participants - 18x that state average ($297M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $260M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | $42M |
| 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
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Scale composition for Valvoline 401(k) Plan
Valvoline 401(k) Plan reports $297M in end-of-year assets across 11,540 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $25,718 per participant (19% of the national average assets-per-participant) . Net income for plan year 2023 was $42M.
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 | Open filing |
| 2023 | 11,540 | $297M | This page |
| 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.
- Balch & Bingham LLP 401(k) Profit Sharing Plan (AL) $297M · 352
- Jazz Pharmaceuticals, Inc. 401(k) Plan (CA) $297M · 1,118
- Jasper Holdings, Inc. 401(k) Plan (IN) $297M · 4,068
- Technip Energies USA, Inc. Retirement Savings Plan (TX) $297M · 932
Frequently Asked Questions
How did Valvoline 401(k) Plan assets move in 2023? ▼
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