401(k) · DOL Form 5500 · 2023

Valor LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 143
Participants Small participant base: 45th
Percentile by assets National rank: $35,342
Avg per participant Low balance/head

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Official DOL plan name: Valor, LLC Retirement Plan · Sponsored by Valor LLC · Kentucky · Wholesale Trade

$5M in assets, 143 participants

Valor LLC's Valor, LLC Retirement Plan reported $5M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#2,135 in Wholesale Trade (6,309 peers)

Coverage in Kentucky

Valor, LLC Retirement Plan covers 143 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.

#2,135
in Wholesale Trade (6,309 peers): +13.2%
assets growth YoY

Valor, LLC Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Valor, LLC Retirement Plan vs every filed plan by assets

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

$5,053,917 45th percentile higher than 45% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Valor, LLC Retirement 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. Valor, LLC Retirement Plan sits mid-pack in the medium band (143 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Valor, LLC Retirement Plan reported net income rose from -$47K in the plan year 2022 filing to $590K in the plan year 2023 filing.
Valor, LLC Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Valor, LLC Retirement Plan reported participants rose from 133 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 611370293 · Valor LLC PY 2023 · 401(k)

Valor, LLC Retirement Plan · $5M · 143 · 45th

EIN $5M
RANK 143
PHOTO 45th
IND 401(k)
EOY near Store Supply Warehouse Employee Savings Plan
5500 ind #2135

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 Wholesale Trade retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Valor, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$590K
Employer EIN	611370293
Plan Effective Date	1990-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Valor LLC)

Latest sponsor-wide plan assets: $6M 27.732774704357695% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	133	$4M
2023	1	143	$5M
2024	1	200	$6M

Nearby 401(k) Plans in Kentucky

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

Valor, LLC Retirement 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

Compare Valor, LLC Retirement Plan side-by-side with 3 peers →

Valor, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Store Supply Warehouse Employee Savings Plan in MO ($5M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Store Supply Warehouse Employee Savings Plan (MO) $5M · 149
Dobil Laboratories Inc 401 K Profit Sharing Plan Trust (PA) $5M · 124
A&b Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees (HI) $5M · 27
Sirnaomics, Inc. 401(k) Plan (MD) $5M · 88

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

Precision International Automotive Products Inc. 401 (K) Plan (NY) 143 · 0 off
Hight Enterprises, Ltd 401(k) Savings Plan (CO) 143 · 0 off
Energy Vault 401(k) Plan (CA) 143 · 0 off
Corner Pantry 401(k) Plan (SC) 143 · 0 off

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 Valor, LLC Retirement Plan assets move in 2023? ▼

Valor, LLC Retirement Plan grew at a solid clip - up 13.2% during 2023, from $4M to $5M. Reported net income was $590K.

How have Valor LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Valor LLC's sponsor-wide assets grew 27.7%, from $4M to $6M.

Which 401(k) plans are similar in size to Valor, LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Store Supply Warehouse Employee Savings Plan in MO ($5M, 149 participants).

Which 401(k) plans cover a similar participant headcount to Valor, LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 611370293.