401(k) · DOL Form 5500 · 2023

Victory Capital Management, Inc. 401(k) Plan

Data updated 2026-08-11

$166M
Total assets: 505
Participants: 94th
Percentile by assets: $327,819
Avg per participant

Official DOL plan name: Victory Capital Management, Inc. 401(k) Savings Plan · Sponsored by Victory Capital Management, Inc. · Ohio · Finance & Insurance

$166M in assets, 505 participants

Victory Capital Management, Inc.'s Victory Capital Management, Inc. 401(k) Savings Plan reported $166M in total assets and 505 participants in its 2023 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.

94th percentile by assets (of 127,072 plans)
#8,028 in Finance & Insurance (8,869 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, $166M for 505 participants (~$327,819/participant), up 17.4% in 2023.

$166M
total plan assets (2023 EOY): 505
covered participants: 94th
percentile by assets (of 127,072 plans): $327,819
avg assets per participant

Victory Capital Management, Inc. 401(k) Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $24M in the plan year 2023 filing.
Victory Capital Management, Inc. 401(k) Savings Plan end-of-year assets rose from $141M in the plan year 2022 filing to $166M in the plan year 2023 filing.
Victory Capital Management, Inc. 401(k) Savings Plan reported participants rose from 495 in the plan year 2022 filing to 505 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Finance & Insurance

Victory Capital Management, Inc. 401(k) Savings Plan vs the 2023 asset distribution

By assets, Victory Capital Management, Inc. 401(k) Savings Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$141M
Net Assets (End of Year)	$166M
Net Income	$24M
Employer EIN	132700161
Plan Effective Date	2013-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Victory Capital Management, Inc.)

Total plan assets by year, all Victory Capital Management, Inc. plans on file

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

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Victory Capital Management, Inc. 401(k) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Victory Capital Management, Inc. 401(k) Savings Plan by total assets, not by location.

Associated Food Stores, Inc. 401(k) Plan and Trust (UT) $166M · 3,059
Ampersand 401(k) Plan (NY) $165M · 606
Saloncentric Inc. 401(k) Plan (NJ) $165M · 3,694
Hei Hotels and Resorts 401(k) Plan (CT) $165M · 9,086

Frequently Asked Questions

How did Victory Capital Management, Inc. 401(k) Savings Plan assets move in 2023? ▼

Victory Capital Management, Inc. 401(k) Savings Plan grew sharply - up 17.4% during 2023, from $141M to $166M. Reported net income was $24M.

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 127,072 plans that reported assets for plan year 2023 (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 Associated Food Stores, Inc. 401(k) Plan and Trust in UT ($166M, 3,059 participants).

Next read for Victory Capital Management, Inc. 401(k) …

Scale reading

Ways to act on Victory Capital Management, Inc. 401(k) Savings Plan's numbers.

By total assets, Victory Capital Management, Inc. 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Victory Capital Management, Inc.'s sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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