401(k) · DOL Form 5500 · 2022

Valtir, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
488
Participants Below avg headcount
89th
Percentile by assets National rank
$113,442
Avg per participant Below avg balance/head
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Official DOL plan name: Valtir 401(k) Plan · Sponsored by Valtir, LLC · Texas · Manufacturing

$55M in assets, 488 participants

Valtir, LLC's Valtir 401(k) Plan reported $55M in total assets and 488 participants in its 2022 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.

  • #17,196 in Manufacturing (20,602 peers)

Where Valtir 401(k) Plan sits by assets

Valtir 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 488 participants (~$113,442/participant).

#17,196
in Manufacturing (20,602 peers)
-$2M
reported net income
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valtir 401(k) Plan's outsized position by total assets

Valtir 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$55,359,726 Top 11% higher than 89% of 139,123 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 2022

Valtir 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valtir 401(k) Plan sits mid-pack in the medium band (488 participants).

EBSA filing schedule strip

Filing strip 421642965 · Valtir, LLC PY 2022 · 401(k)

Valtir 401(k) Plan · $55M · 488 · 89th

  • EOY $55M
  • 5500 488
  • ASSETS 89th
  • PCT 401(k)
  • EIN near Sax LLP Savings and Investment Plan
  • RANK ind #17196

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 →

Valtir 401(k) Plan in the asset neighbourhood

Laz Karp Associates, LLC 401(k) PlanLaz Karp Associates, LLC 401…$55MValtir 401(k) Plan$55MSax LLP Savings and Investment PlanSax LLP Savings and Investme…$55MRss Retirement Plan$55MInnovage 401(k) Plan$55M
End-of-year total assets ($M) among Valtir 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$55M
Net Income-$2M
Employer EIN421642965
Plan Effective Date2022-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Valtir, LLC)

Sponsor-wide plan assets over time

All Valtir, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$68M 23.21634503754589% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.4M $68.2M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 488 $55M
2023 1 615 $64M
2024 1 606 $68M

Nearby 401(k) Plans in Texas

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

Valtir 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Valtir 401(k) Plan, Total assets ($B): 0.055359726 · Participants: 488Valtir 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Valtir 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Valtir 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Sax LLP Savings and Investment Plan in NJ ($55M); by covered participants it is Citadel Retirement Plan in PA (488 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (488 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Valtir, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valtir, LLC's sponsor-wide assets grew 23.2%, from $55M to $68M.
Where does Valtir 401(k) Plan rank by assets among Form 5500 filers? ▼
Valtir 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valtir 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sax LLP Savings and Investment Plan in NJ ($55M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Valtir 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Citadel Retirement Plan in PA (488 participants, $65M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421642965.

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.