401(k) · DOL Form 5500 · 2024
Valkyrie Enterprises, LLC 401(k) Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 727
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $120,183
- Avg per participant Near avg balance/head
Official DOL plan name: Valkyrie Enterprises 401(k) Plan · Sponsored by Valkyrie Enterprises, LLC · Virginia · Public Administration
$87M in assets, 727 participants
Valkyrie Enterprises, LLC's Valkyrie Enterprises 401(k) Plan reported $87M in total assets and 727 participants in its 2024 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.
- #85 in Public Administration (92 peers)
Where Valkyrie Enterprises 401(k) Plan sits by assets
Valkyrie Enterprises 401(k) Plan sits in the top quartile of all filed plans by assets, $87M for 727 participants (~$120,183/participant), up 15.6% in 2024.
- #85
- in Public Administration (92 peers)
- +15.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Valkyrie Enterprises 401(k) Plan's outsized position by total assets
Valkyrie Enterprises 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,373,130 Top 11% higher than 89% 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
Valkyrie Enterprises 401(k) 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. Valkyrie Enterprises 401(k) Plan sits mid-pack in the medium band (727 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valkyrie Enterprises 401(k) Plan end-of-year assets rose from $76M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- Valkyrie Enterprises 401(k) Plan reported participants fell from 784 in the plan year 2023 filing to 727 in the plan year 2024 filing.
- Valkyrie Enterprises 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 061818880 · Valkyrie Enterprises, LLC PY 2024 · 401(k)
Valkyrie Enterprises 401(k) Plan · $87M · 727 · 89th
- BOY $87M
- BOY 727
- BOY 89th
- BOY 401(k)
- BOY near Hmc Group 401(k) Profit Sharing Plan
- BOY ind #85
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 Public Administration retirement plans → · Plans in Virginia →
Valkyrie Enterprises 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $12M |
| Employer EIN | 061818880 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valkyrie Enterprises, LLC)
Sponsor-wide plan assets over time
All Valkyrie Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 37.626000777054216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,356 | $63M |
| 2023 | 2 | 785 | $90M |
| 2024 | 2 | 727 | $87M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Valkyrie Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Hmc Group 401(k) Profit Sharing Plan in CA ($87M); by covered participants it is Prevailing Multiple Employer Plan in SC (727 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- Hmc Group 401(k) Profit Sharing Plan (CA) $87M · 376
- Golden State Lumber, Inc. 401(k) Plan (CA) $87M · 651
- Ivc 401(k) Plan (CA) $87M · 1,162
- Rea Magnet Wire Company, Inc. Employees' Retirement Savings Plan (IN) $87M · 517
Similar participant headcount
Nearest other-state filings by covered participants (727 participants); asset peers above are excluded.
- Prevailing Multiple Employer Plan (SC) 727 · 0 off
- Pilot Corporation 401(k) Plan (TN) 727 · 0 off
- Ses Americom Retirement and Savings Plan (NJ) 727 · 0 off
- Carl Buddig and Company Deferred Benefit Plan (IL) 727 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.