401(k) · DOL Form 5500 · 2023

Valvoline Inc. 401(k) Plan

Data updated 2026-08-25

$297M
Total assets Near avg plan size
11,540
Participants Very large workforce
96th
Percentile by assets National rank
$25,718
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,562
in Manufacturing (18,722 peers)
+14.2%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Valvoline 401(k) Plan's outsized position by total assets

Valvoline 401(k) Plan vs every filed plan by assets

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

$296,784,450 Top 4% higher than 96% 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

Valvoline 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valvoline 401(k) Plan is a mega filing (11,540 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300939371 · Valvoline Inc. PY 2023 · 401(k)

Valvoline 401(k) Plan · $297M · 11,540 · 96th

  • RANK $297M
  • PHOTO 11,540
  • IND 96th
  • EOY 401(k)
  • 5500 near Balch & Bingham LLP 401(k) Profit Sharing Plan
  • ASSETS ind #17562

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 Kentucky →

Valvoline 401(k) Plan in the asset neighbourhood

Technip Energies USA, Inc. Retirement Savings PlanTechnip Energies USA, Inc. R…$297MValvoline 401(k) Plan$297MBalch & Bingham LLP 401(k) Profit Sharing PlanBalch & Bingham LLP 401(k) P…$297MJazz Pharmaceuticals, Inc. 401(k) PlanJazz Pharmaceuticals, Inc. 4…$297MJasper Holdings, Inc. 401(k) PlanJasper Holdings, Inc. 401(k)…$297M
End-of-year total assets ($M) among Valvoline 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$260M
Net Assets (End of Year)$297M
Net Income$42M
Employer EIN300939371
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valvoline Inc.)

Sponsor-wide plan assets over time

All Valvoline Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$319M 22.70053430810811% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $260M $319M ▲ +22.7%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Valvoline 401(k) Plan, Total assets ($B): 0.29678445 · Participants: 11540Valvoline 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Valvoline 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Valvoline 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Balch & Bingham LLP 401(k) Profit Sharing Plan in AL ($297M); by covered participants it is Crown Equipment Corporation 401(k) Retirement Savings Plan and Trust in OH (11,539 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($297M here).

Similar participant headcount

Nearest other-state filings by covered participants (11,540 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 Valvoline 401(k) Plan assets move in 2023? ▼
Valvoline 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $260M to $297M. Reported net income was $42M.
How have Valvoline Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valvoline Inc.'s sponsor-wide assets grew 22.7%, from $260M to $319M.
Where does Valvoline 401(k) Plan rank by assets among Form 5500 filers? ▼
Valvoline 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Valvoline 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Balch & Bingham LLP 401(k) Profit Sharing Plan in AL ($297M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Valvoline 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown Equipment Corporation 401(k) Retirement Savings Plan and Trust in OH (11,539 participants, $1.1B 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 300939371.

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.