401(k) · DOL Form 5500 · 2024

Valid Management LLC 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
448
Participants Below avg headcount
89th
Percentile by assets National rank
$190,958
Avg per participant Above avg balance/head
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Official DOL plan name: Valid Management LLC 401(k) Profit Sharing Plan · Sponsored by Valid Management LLC · Texas · Manufacturing

$86M in assets, 448 participants

Valid Management LLC's Valid Management LLC 401(k) Profit Sharing Plan reported $86M in total assets and 448 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.

  • #14,973 in Manufacturing (17,777 peers)

Where Valid Management LLC 401(k) Profit Sharing Plan sits by assets

Valid Management LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $86M for 448 participants (~$190,958/participant), up 15.1% in 2024.

#14,973
in Manufacturing (17,777 peers)
+15.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Valid Management LLC 401(k) Profit Sharing Plan's outsized position by total assets

Valid Management LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$85,549,381 Top 11% higher than 89% 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

Valid Management LLC 401(k) Profit Sharing 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. Valid Management LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (448 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valid Management LLC 401(k) Profit Sharing Plan reported net income fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Valid Management LLC 401(k) Profit Sharing Plan end-of-year assets rose from $74M in the plan year 2023 filing to $86M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760555224 · Valid Management LLC PY 2024 · 401(k)

Valid Management LLC 401(k) Profit Sharing Plan · $86M · 448 · 89th

  • BOY $86M
  • BOY 448
  • BOY 89th
  • BOY 401(k)
  • BOY near Ho-Chunk Nation 401(k) Plan & Trust
  • BOY ind #14973

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 →

Valid Management LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing PlanJh Kelly Holdings LLC Non-Un…$86MValid Management LLC 401(k) Profit Sharing PlanValid Management LLC 401(k) …$86MHo-Chunk Nation 401(k) Plan & TrustHo-Chunk Nation 401(k) Plan …$86MTweedy, Browne Company LLC Profit Sharing PlanTweedy, Browne Company LLC P…$86MFullbloom Retirement Savings PlanFullbloom Retirement Savings…$86M
End-of-year total assets ($M) among Valid Management LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$86M
Net Income$11M
Employer EIN760555224
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valid Management LLC)

Sponsor-wide plan assets over time

All Valid Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$86M 45.21235393831484% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $58.9M $85.6M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 363 $59M
2023 1 445 $74M
2024 1 448 $86M

Nearby 401(k) Plans in Texas

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

Valid Management LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valid Management LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.085549381 · Participants: 448Valid Management LLC 401(k) Profit Sharing 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
Valid Management LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Valid Management LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ho-Chunk Nation 401(k) Plan & Trust in WI ($86M); by covered participants it is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (448 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 Valid Management LLC 401(k) Profit Sharing Plan assets move in 2024?
Valid Management LLC 401(k) Profit Sharing Plan grew sharply - up 15.1% during 2024, from $74M to $86M. Reported net income was $11M.
How have Valid Management LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Valid Management LLC's sponsor-wide assets grew 45.2%, from $59M to $86M.
Where does Valid Management LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Valid Management LLC 401(k) Profit Sharing Plan ranks in the 89th 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 Valid Management LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Ho-Chunk Nation 401(k) Plan & Trust in WI ($86M, 2,234 participants).
Which 401(k) plans cover a similar participant headcount to Valid Management LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants, $34M in assets).