401(k) · DOL Form 5500 · 2023

Valkyrie Enterprises, LLC 401(k) Plan

Data updated 2026-08-11

$76M
Total assets
784
Participants
89th
Percentile by assets
$96,403
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Valkyrie Enterprises 401(k) Plan · Sponsored by Valkyrie Enterprises, LLC · Virginia · Public Administration

$76M in assets, 784 participants

Valkyrie Enterprises, LLC's Valkyrie Enterprises 401(k) Plan reported $76M in total assets and 784 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #73 in Public Administration (80 peers)

Where Valkyrie Enterprises 401(k) Plan sits by assets

Valkyrie Enterprises 401(k) Plan sits in the top quartile of all filed plans by assets, $76M for 784 participants (~$96,403/participant), up 52.9% in 2023.

$76M
total plan assets (2023 EOY)
784
covered participants
89th
percentile by assets (of 127,072 plans)
$96,403
avg assets per participant

Where Valkyrie Enterprises 401(k) Plan sits by total assets

Valkyrie Enterprises 401(k) Plan vs every filed plan by assets

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

$75,579,935 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valkyrie Enterprises 401(k) Plan reported net income rose from $802K in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Valkyrie Enterprises 401(k) Plan end-of-year assets rose from $49M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Valkyrie Enterprises 401(k) Plan reported participants fell from 795 in the plan year 2022 filing to 784 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Virginia
Industry
Public Administration

Valkyrie Enterprises 401(k) Plan vs the 2023 asset distribution

By assets, Valkyrie Enterprises 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$76M
Net Income$11M
Employer EIN061818880
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valkyrie Enterprises, LLC)

$60M$70M$80M$90M$100M 202220232024 $63.5M $87.4M ▲ +37.6%
Total plan assets by year, all Valkyrie Enterprises, LLC plans on file
Year Plans Participants Total Assets
2022 2 1,356 $63M
2023 2 785 $90M
2024 2 727 $87M

Nearby 401(k) Plans in Virginia

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

Valkyrie Enterprises 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Valkyrie Enterprises…, Total assets ($B): 0.075579935 · Participants: 784Valkyrie Enterprises…Northrop Grumman Sav…, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Cor…Leidos, Inc. Retirem…, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirem…Bae Systems Employee…, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employee…
Valkyrie Enterprises 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Valkyrie Enterprises 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Valkyrie Enterprises 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Valkyrie Enterprises 401(k) Plan assets move in 2023? ▼
Valkyrie Enterprises 401(k) Plan surged - up 52.9% during 2023, from $49M to $76M. Reported net income was $11M.
How have Valkyrie Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valkyrie Enterprises, LLC's sponsor-wide assets grew 37.6%, from $63M to $87M.
Where does Valkyrie Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Valkyrie Enterprises 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valkyrie Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Needham & Company, LLC 401(k) Plan in NY ($76M, 174 participants).

Next read for Valkyrie Enterprises 401(k) Plan

Scale reading

Ways to act on Valkyrie Enterprises 401(k) Plan's numbers.

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.