401(k) · DOL Form 5500 · 2023
Valid Management LLC 401(k) Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 445
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $167,080
- Avg per participant Above avg balance/head
Official DOL plan name: Valid Management LLC 401(k) Profit Sharing Plan · Sponsored by Valid Management LLC · Texas · Manufacturing
$74M in assets, 445 participants
Valid Management LLC's Valid Management LLC 401(k) Profit Sharing Plan reported $74M in total assets and 445 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.
- #15,703 in Manufacturing (18,722 peers)
Where Valid Management LLC 401(k) Profit Sharing Plan sits by assets
Valid Management LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $74M for 445 participants (~$167,080/participant), up 26.2% in 2023.
- #15,703
- in Manufacturing (18,722 peers)
- +26.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Valid Management LLC 401(k) Profit Sharing Plan's outsized position by total assets
Valid Management LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$74,350,759 Top 11% higher than 89% 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
Valid Management LLC 401(k) Profit Sharing 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. Valid Management LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (445 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valid Management LLC 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Valid Management LLC 401(k) Profit Sharing Plan end-of-year assets rose from $59M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Valid Management LLC 401(k) Profit Sharing Plan reported participants rose from 363 in the plan year 2022 filing to 445 in the plan year 2023 filing.
DOL schedule card
Filing strip 760555224 · Valid Management LLC PY 2023 · 401(k)
Valid Management LLC 401(k) Profit Sharing Plan · $74M · 445 · 89th
- SCH $74M
- SCH 445
- SCH 89th
- SCH 401(k)
- SCH near Plumbers Local No 98 Defined Contribution Pension Plan
- SCH ind #15703
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 Manufacturing retirement plans → · Plans in Texas →
Valid Management LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $15M |
| Employer EIN | 760555224 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valid Management LLC)
Sponsor-wide plan assets over time
All Valid Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 45.21235393831484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 363 | $59M |
| 2023 | 1 | 445 | $74M |
| 2024 | 1 | 448 | $86M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Valid Management LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Plumbers Local No 98 Defined Contribution Pension Plan in MI ($74M); by covered participants it is Conewago Holdings, Inc 401(k) Plan in PA (445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
Similar participant headcount
Nearest other-state filings by covered participants (445 participants); asset peers above are excluded.
- Conewago Holdings, Inc 401(k) Plan (PA) 445 · 0 off
- Rausch Coleman Homes Retirement Savings Plan (AR) 445 · 0 off
- Eastern Propane 401(k) Plan (NH) 445 · 0 off
- Austrian Motors Corp. 401(k) Profit-Sharing Plan (MD) 445 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.