401(k) · DOL Form 5500 · 2024

Valor LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 200
Participants Below avg headcount: 44th
Percentile by assets National rank: $28,512
Avg per participant Low balance/head

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Official DOL plan name: Valor, LLC Retirement Plan · Sponsored by Valor LLC · Kentucky · Wholesale Trade

$6M in assets, 200 participants

Valor LLC's Valor, LLC Retirement Plan reported $6M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

#2,074 in Wholesale Trade (6,080 peers)

Coverage in Kentucky

Valor, LLC Retirement Plan covers 200 participants in Kentucky, about 31% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#2,074
in Wholesale Trade (6,080 peers): +12.8%
assets growth YoY

Valor, LLC Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Valor, LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,702,327 44th percentile higher than 44% 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

Valor, LLC Retirement 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. Valor, LLC Retirement Plan sits mid-pack in the medium band (200 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Valor, LLC Retirement Plan reported participants rose from 143 in the plan year 2023 filing to 200 in the plan year 2024 filing.
Valor, LLC Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611370293 · Valor LLC PY 2024 · 401(k)

Valor, LLC Retirement Plan · $6M · 200 · 44th

EBSA $6M
PART 200
TYPE 44th
NET 401(k)
BOOK near Trax Holdings, Inc 401(k) Plan
VS-ST ind #2074

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 Wholesale Trade retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Valor, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$616K
Employer EIN	611370293
Plan Effective Date	1990-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Valor LLC)

Latest sponsor-wide plan assets: $6M 27.732774704357695% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	133	$4M
2023	1	143	$5M
2024	1	200	$6M

Nearby 401(k) Plans in Kentucky

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

Valor, LLC Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Valor, LLC Retirement Plan side-by-side with 3 peers →

Valor, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Trax Holdings, Inc 401(k) Plan in TX ($6M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Trax Holdings, Inc 401(k) Plan (TX) $6M · 73
Adwerx,Inc. Retirement Plan (NC) $6M · 71
Iaba Salary Savings Plan (CA) $6M · 295
Wti Management, LLC 401(k) (CA) $6M · 26

Similar participant headcount

Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.

Tata Elxsi 401(k) Plan (MI) 200 · 0 off
Holistic Care Home Health Agency, Inc. 401(k) Plan (TX) 200 · 0 off
Atlantic Coast Dining Inc 401(k) Plan (VA) 200 · 0 off
Golden State Medical Supply, Inc. 401(k) Plan (CA) 200 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valor, LLC Retirement Plan assets move in 2024? ▼

Valor, LLC Retirement Plan grew at a solid clip - up 12.8% during 2024, from $5M to $6M. Reported net income was $616K.

How have Valor LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Valor LLC's sponsor-wide assets grew 27.7%, from $4M to $6M.

Which 401(k) plans are similar in size to Valor, LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Trax Holdings, Inc 401(k) Plan in TX ($6M, 73 participants).

Which 401(k) plans cover a similar participant headcount to Valor, LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Tata Elxsi 401(k) Plan in MI (200 participants, $587K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611370293.