401(k) · DOL Form 5500 · 2022

Victorian Finance, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
172
Participants Small participant base
56th
Percentile by assets National rank
$37,471
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Victorian Finance, LLC 401(k) P/S Plan · Sponsored by Victorian Finance, LLC · Pennsylvania · Real Estate

$6M in assets, 172 participants

Victorian Finance, LLC's Victorian Finance, LLC 401(k) P/S Plan reported $6M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,679 in Real Estate (5,057 peers)

Coverage in Pennsylvania

Victorian Finance, LLC 401(k) P/S Plan covers 172 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#3,679
in Real Estate (5,057 peers)
-32.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Victorian Finance, LLC 401(k) P/S Plan's mid-pack asset rank among Real Estate and all filers

Victorian Finance, LLC 401(k) P/S Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,444,939 Top 44% higher than 56% of 139,123 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 2022

Victorian Finance, LLC 401(k) P/S Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Victorian Finance, LLC 401(k) P/S Plan sits mid-pack in the medium band (172 participants).

EBSA filing schedule strip

Filing strip 260084919 · Victorian Finance, LLC PY 2022 · 401(k)

Victorian Finance, LLC 401(k) P/S Plan · $6M · 172 · 56th

  • BOY $6M
  • SCH 172
  • EBSA 56th
  • PART 401(k)
  • TYPE near Union Academy 401(k) Plan
  • NET ind #3679

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 Real Estate retirement plans → · Plans in Pennsylvania →

Victorian Finance, LLC 401(k) P/S Plan in the asset neighbourhood

Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing PlanAlta Orthopaedics Medical Gr…$6MAceinna, Inc. 401(k) & Profit Sharing PlanAceinna, Inc. 401(k) & Profi…$6MVictorian Finance, LLC 401(k) P/S PlanVictorian Finance, LLC 401(k…$6MUnion Academy 401(k) Plan$6MAxxess Consult, Inc. 401(k) Profit Sharing Plan and TrustAxxess Consult, Inc. 401(k) …$6M
End-of-year total assets ($M) among Victorian Finance, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$6M
Net Income-$3M
Employer EIN260084919
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Victorian Finance, LLC)

Sponsor-wide plan assets over time

All Victorian Finance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.0017101791033243% vs 2022
2023 filing year
$6.3M$6.35M$6.4M$6.45M$6.5M 20222023 $6.44M $6.32M ▼ -1.9%
Year Plans Participants Total Assets
2022 1 172 $6M
2023 1 108 $6M

Nearby 401(k) Plans in Pennsylvania

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

Victorian Finance, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Victorian Finance, LLC 401(k) P/S Plan, Total assets ($B): 0.006444939 · Participants: 172Victorian Finance, LLC 401(k) P/S PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Victorian Finance, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Victorian Finance, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Union Academy 401(k) Plan in NC ($6M); by covered participants it is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Victorian Finance, LLC 401(k) P/S Plan assets move in 2022?
Victorian Finance, LLC 401(k) P/S Plan contracted severely - down 32.2% during 2022, from $10M to $6M. Reported net income was -$3M.
How have Victorian Finance, LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Victorian Finance, LLC's sponsor-wide assets declined 2.0%, from $6M to $6M.
Which 401(k) plans are similar in size to Victorian Finance, LLC 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by assets is Union Academy 401(k) Plan in NC ($6M, 345 participants).
Which 401(k) plans cover a similar participant headcount to Victorian Finance, LLC 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by covered participants is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants, $1M in assets).