401(k) · DOL Form 5500 · 2024
Valtir, LLC 401(k) Plan
Data updated 2026-08-11
- $68M
- Total assets
- 606
- Participants
- 87th
- Percentile by assets
- $112,561
- Avg per participant
Official DOL plan name: Valtir 401(k) Plan · Sponsored by Valtir, LLC · Texas · Manufacturing
$68M in assets, 606 participants
Valtir, LLC's Valtir 401(k) Plan reported $68M in total assets and 606 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #14,510 in Manufacturing (17,777 peers)
Where Valtir 401(k) Plan sits by assets
Valtir 401(k) Plan sits in the top quartile of all filed plans by assets, $68M for 606 participants (~$112,561/participant), up 7.2% in 2024.
- $68M
- total plan assets (2024 EOY)
- 606
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $112,561
- avg assets per participant
Where Valtir 401(k) Plan sits by total assets
Valtir 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,212,231 Top 13% higher than 87% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valtir 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Valtir 401(k) Plan end-of-year assets rose from $64M in the plan year 2023 filing to $68M in the plan year 2024 filing.
- Valtir 401(k) Plan reported participants fell from 615 in the plan year 2023 filing to 606 in the plan year 2024 filing.
Valtir 401(k) Plan vs the 2024 asset distribution
By assets, Valtir 401(k) Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $5M |
| Employer EIN | 421642965 |
| Plan Effective Date | 2022-07-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valtir, LLC)
| 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
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Valtir 401(k) Plan by total assets, not by location.
- Assurance Technology Corporation 401(k) Savings Plan (MA) $68M · 340
- Rockefeller Non-Profits 401(k) Plan (NY) $68M · 99
- Mobile Communications America, Inc. 401(k) Plan (SC) $68M · 1,373
- Viking River Cruises 401(k) Retirement Plan (CA) $68M · 1,457
Frequently Asked Questions
How did Valtir 401(k) Plan assets move in 2024? ▼
How have Valtir, LLC plan assets changed over time? ▼
Where does Valtir 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Valtir 401(k) Plan? ▼
Next read for Valtir 401(k) Plan
Scale reading
Ways to act on Valtir 401(k) Plan's numbers.
- By total assets, Valtir 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Valtir, LLC's sponsor-wide assets have grown 23.2% since 2022 across 3 plan years on file. More Manufacturing plans