401(k) · DOL Form 5500 · 2023

Woda Cooper Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
538
Participants Below avg headcount
56th
Percentile by assets National rank
$16,353
Avg per participant Low balance/head
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Official DOL plan name: Valhalla Holdings, Inc. 401(k) Plan · Sponsored by Woda Cooper Companies, Inc. · Ohio · Real Estate

$9M in assets, 538 participants

Woda Cooper Companies, Inc.'s Valhalla Holdings, Inc. 401(k) Plan reported $9M in total assets and 538 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,493 in Real Estate (4,727 peers)

Woda Cooper Companies, Inc. multi-year trail

Woda Cooper Companies, Inc.'s plans moved +49.7% in assets from 2022 to 2024; this filing shows Valhalla Holdings, Inc. 401(k) Plan at $9M / 538 participants.

#3,493
in Real Estate (4,727 peers)
+22.6%
assets growth YoY

Valhalla Holdings, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Valhalla Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$8,797,683 Top 44% higher than 56% 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

Valhalla Holdings, Inc. 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. Valhalla Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (538 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valhalla Holdings, Inc. 401(k) Plan reported net income rose from -$13K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Valhalla Holdings, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Valhalla Holdings, Inc. 401(k) Plan reported participants rose from 485 in the plan year 2022 filing to 538 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260430251 · Woda Cooper Companies, Inc. PY 2023 · 401(k)

Valhalla Holdings, Inc. 401(k) Plan · $9M · 538 · 56th

  • BOOK $9M
  • VS-ST 538
  • BOY 56th
  • SCH 401(k)
  • EBSA near Health Facility Retirement Plan
  • PART ind #3493

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 Real Estate retirement plans → · Plans in Ohio →

Valhalla Holdings, Inc. 401(k) Plan in the asset neighbourhood

Valhalla Holdings, Inc. 401(k) PlanValhalla Holdings, Inc. 401(…$9MHealth Facility Retirement PlanHealth Facility Retirement P…$9MThe Children's Law Center, Inc. 401(k) PlanThe Children's Law Center, I…$9MLightning Ventures, Inc. 401(k) Savings PlanLightning Ventures, Inc. 401…$9MStar Companies 401(k) Plan$9M
End-of-year total assets ($M) among Valhalla Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Woda Cooper Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Woda Cooper Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 49.743646579476916% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.9M $31.4M ▲ +49.8%
Year Plans Participants Total Assets
2022 2 966 $21M
2023 2 1,023 $25M
2024 2 1,082 $31M

Woda Cooper Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN260430251
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Valhalla Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Valhalla Holdings, Inc. 401(k) Plan, Total assets ($B): 0.008797683 · Participants: 538Valhalla Holdings, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Valhalla Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Valhalla Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Valhalla Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Health Facility Retirement Plan in NY ($9M); by covered participants it is Babylon 401(k) Plan in DE (538 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (538 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 Valhalla Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Valhalla Holdings, Inc. 401(k) Plan grew sharply - up 22.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Woda Cooper Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woda Cooper Companies, Inc.'s sponsor-wide assets grew 49.7%, from $21M to $31M.
Which 401(k) plans are similar in size to Valhalla Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Facility Retirement Plan in NY ($9M, 563 participants).
Which 401(k) plans cover a similar participant headcount to Valhalla Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Babylon 401(k) Plan in DE (538 participants, $13M 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 260430251.

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.