401(k) · DOL Form 5500 · 2024
Valentine Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $35,237
- Avg per participant Low balance/head
Official DOL plan name: Valentine Enterprises, Inc. Retirement Savings Plan · Sponsored by Valentine Enterprises, Inc. · Georgia · Manufacturing
$7M in assets, 185 participants
Valentine Enterprises, Inc.'s Valentine Enterprises, Inc. Retirement Savings Plan reported $7M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #5,441 in Manufacturing (17,777 peers)
Coverage in Georgia
Valentine Enterprises, Inc. Retirement Savings Plan covers 185 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $7M.
- #5,441
- in Manufacturing (17,777 peers)
- +16.1%
- assets growth YoY
Valentine Enterprises, Inc. Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers
Valentine Enterprises, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,518,803 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Valentine Enterprises, Inc. Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valentine Enterprises, Inc. Retirement Savings Plan sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valentine Enterprises, Inc. Retirement Savings Plan reported net income rose from $599K in the plan year 2023 filing to $905K in the plan year 2024 filing.
- Valentine Enterprises, Inc. Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Valentine Enterprises, Inc. Retirement Savings Plan reported participants fell from 201 in the plan year 2023 filing to 185 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 132708762 · Valentine Enterprises, Inc. PY 2024 · 401(k)
Valentine Enterprises, Inc. Retirement Savings Plan · $7M · 185 · 47th
- TYPE $7M
- NET 185
- BOOK 47th
- VS-ST 401(k)
- BOY near Zymeflow, Inc. 401(k) Plan
- SCH ind #5441
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 Georgia →
Valentine Enterprises, Inc. Retirement Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $905K |
| Employer EIN | 132708762 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valentine Enterprises, Inc.)
Sponsor-wide plan assets over time
All Valentine Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 29.995122293630743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $5M |
| 2023 | 1 | 201 | $6M |
| 2024 | 1 | 185 | $7M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Valentine Enterprises, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Zymeflow, Inc. 401(k) Plan in TX ($7M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Zymeflow, Inc. 401(k) Plan (TX) $7M · 81
- Hollowwa & Artley, PC Profit Sharing Plan (NM) $7M · 6
- Pryor & Mandelup L.L.P. Profit Sharing Plan (NY) $7M · 8
- Dft Inc. 401(k) Plan (CA) $7M · 568
Similar participant headcount
Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.
- Precision Document Solutions, Inc. 401(k) Plan (TX) 185 · 0 off
- Greater Houston Retailers Association 401(k) Plan (TX) 185 · 0 off
- B.E.a.T., LLC 401(k) Plan (TX) 185 · 0 off
- Core Machinery Retirement Savings Plan (AZ) 185 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.