401(k) · DOL Form 5500 · 2022

Victory Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
495
Participants Below avg headcount
94th
Percentile by assets National rank
$284,990
Avg per participant High balance/head
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Official DOL plan name: Victory Capital Management, Inc. 401(k) Savings Plan · Sponsored by Victory Capital Management, Inc. · Ohio · Finance & Insurance

$141M in assets, 495 participants

Victory Capital Management, Inc.'s Victory Capital Management, Inc. 401(k) Savings Plan reported $141M in total assets and 495 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,400 in Finance & Insurance (9,261 peers)

Where Victory Capital Management, Inc. 401(k) Savings Plan sits by assets

Victory Capital Management, Inc. 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $141M for 495 participants (~$284,990/participant), down 9.9% in 2022.

#8,400
in Finance & Insurance (9,261 peers)
-9.9%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Victory Capital Management, Inc. 401(k) Savings Plan's outsized position by total assets

Victory Capital Management, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$141,069,855 Top 6% higher than 94% 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

Victory Capital Management, Inc. 401(k) Savings 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. Victory Capital Management, Inc. 401(k) Savings Plan sits mid-pack in the medium band (495 participants).

Plan-year Form 5500 strip

Filing strip 132700161 · Victory Capital Management, Inc. PY 2022 · 401(k)

Victory Capital Management, Inc. 401(k) Savings Plan · $141M · 495 · 94th

  • TYPE $141M
  • NET 495
  • BOOK 94th
  • VS-ST 401(k)
  • BOY near Powerschool Group LLC 401(k) Plan
  • SCH ind #8400

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 Finance & Insurance retirement plans → · Plans in Ohio →

Victory Capital Management, Inc. 401(k) Savings Plan in the asset neighbourhood

Synaptics, Inc. 401(k) Savings PlanSynaptics, Inc. 401(k) Savin…$141MSullivan & Cromwell LLP Employees' Savings Plan IISullivan & Cromwell LLP Empl…$141MVictory Capital Management, Inc. 401(k) Savings PlanVictory Capital Management, …$141MPowerschool Group LLC 401(k) PlanPowerschool Group LLC 401(k)…$141MKnauf Insulation Retirement PlanKnauf Insulation Retirement …$141M
End-of-year total assets ($M) among Victory Capital Management, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$141M
Net Income-$16M
Employer EIN132700161
Plan Effective Date2013-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Victory Capital Management, Inc.)

Sponsor-wide plan assets over time

All Victory Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$189M 33.87095492513266% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $141M $189M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 495 $141M
2023 1 505 $166M
2024 1 476 $189M

Nearby 401(k) Plans in Ohio

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

Victory Capital Management, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Victory Capital Management, Inc. 401(k) Savings Plan, Total assets ($B): 0.141069855 · Participants: 495Victory Capital Management, Inc. 401(k) Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Victory Capital Management, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Victory Capital Management, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Victory Capital Management, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Powerschool Group LLC 401(k) Plan in CA ($141M); by covered participants it is Unitil Corporation Tax Deferred Savings and Investment Plan in NH (495 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (495 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 Victory Capital Management, Inc. 401(k) Savings Plan assets move in 2022? ▼
Victory Capital Management, Inc. 401(k) Savings Plan pulled back noticeably - down 9.9% during 2022, from $157M to $141M. Reported net income was -$16M.
How have Victory Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victory Capital Management, Inc.'s sponsor-wide assets grew 33.9%, from $141M to $189M.
Where does Victory Capital Management, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Victory Capital Management, Inc. 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Victory Capital Management, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Powerschool Group LLC 401(k) Plan in CA ($141M, 2,270 participants).
Which 401(k) plans cover a similar participant headcount to Victory Capital Management, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitil Corporation Tax Deferred Savings and Investment Plan in NH (495 participants, $120M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132700161.

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.