401(k) · DOL Form 5500 · 2023

Victory Management Group 401(k) Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$79,900
Avg per participant Below avg balance/head
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Official DOL plan name: Victory Management Group 401(k) Profit Sharing Plan & Trust · Sponsored by Victory Management Group · North Carolina · Administrative & Support Services

$400K in assets, 5 participants

Victory Management Group's Victory Management Group 401(k) Profit Sharing Plan & Trust reported $400K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,547 in Administrative & Support Services (4,372 peers)

Victory Management Group multi-year trail

Victory Management Group's plans moved -28.4% in assets from 2022 to 2024; this filing shows Victory Management Group 401(k) Profit Sharing Plan & Trust at $400K / 5 participants.

#1,547
in Administrative & Support Services (4,372 peers)
-37.8%
assets change YoY

The plan reported a net loss of $243K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Victory Management Group 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Victory Management Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$399,501 16th percentile higher than 16% of 127,068 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 2023

Victory Management Group 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Victory Management Group 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Victory Management Group 401(k) Profit Sharing Plan & Trust reported net income fell from -$70K in the plan year 2022 filing to -$243K in the plan year 2023 filing.
  • Victory Management Group 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $642K in the plan year 2022 filing to $400K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113679367 · Victory Management Group PY 2023 · 401(k)

Victory Management Group 401(k) Profit Sharing Plan & Trust · $400K · 5 · 16th

  • RANK $400K
  • RANK 5
  • RANK 16th
  • RANK 401(k)
  • RANK near Moriches Field Brew House Co. 401(k) Plan
  • RANK ind #1547

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Victory Management Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Victory Management Group 401(k) Profit Sharing Plan & TrustVictory Management Group 401…$400KMoriches Field Brew House Co. 401(k) PlanMoriches Field Brew House Co…$399KGomez Management Company 401(k) PlanGomez Management Company 401…$400KZ-Teg, Inc. 401(k) Profit Sharing PlanZ-Teg, Inc. 401(k) Profit Sh…$400KFit & Fab of Psl, Inc. 401(k) Profit Sharing PlanFit & Fab of Psl, Inc. 401(k…$400K
End-of-year total assets ($M) among Victory Management Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Victory Management Group multi-year asset trail

Sponsor-wide plan assets over time

All Victory Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$460K 28.418893281371204% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.64M $0.46M ▼ -28.1%
Year Plans Participants Total Assets
2022 1 5 $642K
2023 1 5 $400K
2024 1 4 $460K

Victory Management Group filing trail (2023)

Total Assets (Beginning of Year)$642K
Net Assets (End of Year)$400K
Net Income-$243K
Employer EIN113679367
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Victory Management Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Victory Management Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000399501 · Participants: 5Victory Management Group 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Victory Management Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants

Victory Management Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Moriches Field Brew House Co. 401(k) Plan in NY ($399K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Victory Management Group 401(k) Profit Sharing Plan & Trust assets move in 2023?
Victory Management Group 401(k) Profit Sharing Plan & Trust contracted severely - down 37.8% during 2023, from $642K to $400K. Reported net income was -$243K.
How have Victory Management Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Victory Management Group's sponsor-wide assets declined 28.4%, from $642K to $460K.
Where does Victory Management Group 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Victory Management Group 401(k) Profit Sharing Plan & Trust ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Victory Management Group 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Moriches Field Brew House Co. 401(k) Plan in NY ($399K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Victory Management Group 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).