401(k) · DOL Form 5500 · 2023

Valiant Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
172
Participants Small participant base
41st
Percentile by assets National rank
$24,073
Avg per participant Low balance/head
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Official DOL plan name: Automotive Transport Union Plan · Sponsored by Valiant Management, LLC · Kentucky · Transportation & Warehousing

$4M in assets, 172 participants

Valiant Management, LLC's Automotive Transport Union Plan reported $4M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,374 in Transportation & Warehousing (3,362 peers)

Coverage in Kentucky

Automotive Transport Union Plan covers 172 participants in Kentucky, about 27% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#1,374
in Transportation & Warehousing (3,362 peers)
-6.0%
assets change YoY

The plan reported a net loss of $263K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Automotive Transport Union Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Automotive Transport Union Plan vs every filed plan by assets

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

$4,140,546 41st percentile higher than 41% 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

Automotive Transport Union 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. Automotive Transport Union Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Automotive Transport Union Plan reported participants fell from 211 in the plan year 2022 filing to 172 in the plan year 2023 filing.
  • Automotive Transport Union Plan reported net income fell from -$238K in the plan year 2022 filing to -$263K in the plan year 2023 filing.
  • Automotive Transport Union Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 204853723 · Valiant Management, LLC PY 2023 · 401(k)

Automotive Transport Union Plan · $4M · 172 · 41st

  • BOOK $4M
  • BOOK 172
  • BOOK 41st
  • BOOK 401(k)
  • BOOK near American Portfolio Mortgage Corporation 401(k) Plan
  • BOOK ind #1374

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 Transportation & Warehousing retirement plans → · Plans in Kentucky →

Automotive Transport Union Plan in the asset neighbourhood

Automotive Transport Union PlanAutomotive Transport Union P…$4MAmerican Portfolio Mortgage Corporation 401(k) PlanAmerican Portfolio Mortgage …$4MAcutis Diagnostics, Inc. 401(k) PlanAcutis Diagnostics, Inc. 401…$4MQuella, Inc. 401(k) Plan$4MThe Sargents Group 401(k) PlanThe Sargents Group 401(k) Pl…$4M
End-of-year total assets ($M) among Automotive Transport Union 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)$4M
Net Income-$263K
Employer EIN204853723
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valiant Management, LLC)

Sponsor-wide plan assets over time

All Valiant Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 71.16246601117051% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $9.26M $2.67M ▼ -71.2%
Year Plans Participants Total Assets
2022 2 380 $9M
2023 1 172 $4M
2024 1 45 $3M

Nearby 401(k) Plans in Kentucky

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

Automotive Transport Union Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Automotive Transport Union Plan, Total assets ($B): 0.004140546 · Participants: 172Automotive Transport Union 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
Automotive Transport Union Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Automotive Transport Union Plan side-by-side with 3 peers →

Automotive Transport Union Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is American Portfolio Mortgage Corporation 401(k) Plan in IL ($4M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Automotive Transport Union Plan assets move in 2023? ▼
Automotive Transport Union Plan pulled back noticeably - down 6.0% during 2023, from $4M to $4M. Reported net income was -$263K.
How have Valiant Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valiant Management, LLC's sponsor-wide assets declined 71.2%, from $9M to $3M.
Which 401(k) plans are similar in size to Automotive Transport Union Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Portfolio Mortgage Corporation 401(k) Plan in IL ($4M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Automotive Transport Union Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 participants, N/A 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 204853723.

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.