401(k) · DOL Form 5500 · 2023

Valtir, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
615
Participants Below avg headcount
88th
Percentile by assets National rank
$103,442
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

$64M in assets, 615 participants

Valtir, LLC's Valtir 401(k) Plan reported $64M in total assets and 615 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,362 in Manufacturing (18,722 peers)

Where Valtir 401(k) Plan sits by assets

Valtir 401(k) Plan sits in the top quartile of all filed plans by assets, $64M for 615 participants (~$103,442/participant), up 14.9% in 2023.

#15,362
in Manufacturing (18,722 peers)
+14.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$63,616,800 Top 12% higher than 88% 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

Valtir 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. Valtir 401(k) Plan sits mid-pack in the medium band (615 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valtir 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Valtir 401(k) Plan reported participants rose from 488 in the plan year 2022 filing to 615 in the plan year 2023 filing.
  • Valtir 401(k) Plan end-of-year assets rose from $55M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421642965 · Valtir, LLC PY 2023 · 401(k)

Valtir 401(k) Plan · $64M · 615 · 88th

  • PART $64M
  • PART 615
  • PART 88th
  • PART 401(k)
  • PART near Hematology-Oncology Associates of Central New York, P.C. 401(k) Plan
  • PART ind #15362

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

Valtir 401(k) Plan$64MHematology-Oncology Associates of Central New York, P.C. 401(k) PlanHematology-Oncology Associat…$64MUniversal Display Corporation 401(k) PlanUniversal Display Corporatio…$64MRothwell, Figg, Ernst & Manbeck 401(k) Profit Sharing PlanRothwell, Figg, Ernst & Manb…$64MSlr International Corporation 401(k) Savings PlanSlr International Corporatio…$64M
End-of-year total assets ($M) among Valtir 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)$55M
Net Assets (End of Year)$64M
Net Income$8M
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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valtir 401(k) Plan, Total assets ($B): 0.0636168 · Participants: 615Valtir 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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 Hematology-Oncology Associates of Central New York, P.C. 401(k) Plan in NY ($64M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (615 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (615 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 Valtir 401(k) Plan assets move in 2023? ▼
Valtir 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $55M to $64M. Reported net income was $8M.
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 88th 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 Valtir 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hematology-Oncology Associates of Central New York, P.C. 401(k) Plan in NY ($64M, 334 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 Rag & Bone Industries, LLC 401(k) Plan in NY (615 participants, $12M 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 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.