401(k) · DOL Form 5500 · 2023

Valkyrie Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
784
Participants Near avg headcount
89th
Percentile by assets National rank
$96,403
Avg per participant Below avg balance/head
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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.

  • #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.

#73
in Public Administration (80 peers)
+52.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Valkyrie Enterprises 401(k) Plan's outsized position 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 $2,050,000,000 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 401(k) 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. Valkyrie Enterprises 401(k) Plan sits mid-pack in the medium band (784 participants).

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 →

EBSA filing schedule strip

Filing strip 061818880 · Valkyrie Enterprises, LLC PY 2023 · 401(k)

Valkyrie Enterprises 401(k) Plan · $76M · 784 · 89th

  • TYPE $76M
  • NET 784
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Needham & Company, LLC 401(k) Plan
  • SCH ind #73

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 Public Administration retirement plans → · Plans in Virginia →

Valkyrie Enterprises 401(k) Plan in the asset neighbourhood

The National Football League Capital Accumulation PlanThe National Football League…$76MValkyrie Enterprises 401(k) PlanValkyrie Enterprises 401(k) …$76MNeedham & Company, LLC 401(k) PlanNeedham & Company, LLC 401(k…$76MCcmsi 401(k) Plan$76MFirst Advantage Corporation 401(k) PlanFirst Advantage Corporation …$76M
End-of-year total assets ($M) among Valkyrie Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Valkyrie Enterprises, LLC 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

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 ($B) Participants Valkyrie Enterprises 401(k) Plan, Total assets ($B): 0.075579935 · Participants: 784Valkyrie Enterprises 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
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 →

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

Outside Virginia, the nearest 401(k) by assets is Needham & Company, LLC 401(k) Plan in NY ($76M); by covered participants it is Energy North Retirement Plan in MA (784 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (784 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 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).
Which 401(k) plans cover a similar participant headcount to Valkyrie Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Energy North Retirement Plan in MA (784 participants, $18M 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.