401(k) · DOL Form 5500 · 2024
Valiant Management, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $59,358
- Avg per participant Low balance/head
Official DOL plan name: Automotive Transport Union Plan · Sponsored by Valiant Management, LLC · Kentucky · Transportation & Warehousing
$3M in assets, 45 participants
Valiant Management, LLC's Automotive Transport Union Plan reported $3M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #1,087 in Transportation & Warehousing (3,299 peers)
Valiant Management, LLC multi-year trail
Valiant Management, LLC's plans moved -71.2% in assets from 2022 to 2024; this filing shows Automotive Transport Union Plan at $3M / 45 participants.
- #1,087
- in Transportation & Warehousing (3,299 peers)
- -35.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Automotive Transport Union Plan among the smaller filed plans by assets
Automotive Transport Union Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,671,106 33rd percentile higher than 33% 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
Automotive Transport Union Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Automotive Transport Union Plan is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Automotive Transport Union Plan reported net income fell from -$263K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Automotive Transport Union Plan reported participants fell from 172 in the plan year 2023 filing to 45 in the plan year 2024 filing.
- Automotive Transport Union Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 204853723 · Valiant Management, LLC PY 2024 · 401(k)
Automotive Transport Union Plan · $3M · 45 · 33rd
- VS-ST $3M
- BOY 45
- SCH 33rd
- EBSA 401(k)
- PART near Technical Applications & 401(k) Profit Sharing Plan & Trust
- TYPE ind #1087
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 Transportation & Warehousing retirement plans → · Plans in Kentucky →
Automotive Transport Union Plan in the asset neighbourhood
Valiant Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Valiant Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 71.16246601117051% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 380 | $9M |
| 2023 | 1 | 172 | $4M |
| 2024 | 1 | 45 | $3M |
Valiant Management, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 204853723 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Automotive Transport Union Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Technical Applications & 401(k) Profit Sharing Plan & Trust in NJ ($3M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Coact, Inc. 401(k) Plan (MD) 45 · 0 off
- Tlm Associates, Inc. 401(k) Plan (TN) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- Sud 123 Inc 401(k) Profit Sharing Plan & Trust (NY) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.