401(k) · DOL Form 5500 · 2024

Valtir, LLC 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
606
Participants Below avg headcount
87th
Percentile by assets National rank
$112,561
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#14,510
in Manufacturing (17,777 peers)
+7.2%
assets growth YoY
0.7×
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 2024 · DOL Form 5500

$68,212,231 Top 13% higher than 87% of 123,620 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 2024

Valtir 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. Valtir 401(k) Plan sits mid-pack in the medium band (606 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421642965 · Valtir, LLC PY 2024 · 401(k)

Valtir 401(k) Plan · $68M · 606 · 87th

  • PCT $68M
  • PCT 606
  • PCT 87th
  • PCT 401(k)
  • PCT near Assurance Technology Corporation 401(k) Savings Plan
  • PCT ind #14510

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

Mobile Communications America, Inc. 401(k) PlanMobile Communications Americ…$68MValtir 401(k) Plan$68MAssurance Technology Corporation 401(k) Savings PlanAssurance Technology Corpora…$68MRockefeller Non-Profits 401(k) PlanRockefeller Non-Profits 401(…$68MViking River Cruises 401(k) Retirement PlanViking River Cruises 401(k) …$68M
End-of-year total assets ($M) among Valtir 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$68M
Net Income$5M
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): 0.068212231 · Participants: 606Valtir 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Assurance Technology Corporation 401(k) Savings Plan in MA ($68M); by covered participants it is New Pig Corporation Profit Sharing 401(k) Plan in PA (606 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (606 participants); asset peers above are excluded.

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 Valtir 401(k) Plan assets move in 2024? ▼
Valtir 401(k) Plan grew at a solid clip - up 7.2% during 2024, from $64M to $68M. Reported net income was $5M.
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 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Assurance Technology Corporation 401(k) Savings Plan in MA ($68M, 340 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 New Pig Corporation Profit Sharing 401(k) Plan in PA (606 participants, $98M 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 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.