401(k) · DOL Form 5500 · 2023

Victory Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
505
Participants Below avg headcount
94th
Percentile by assets National rank
$327,819
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,028
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY
1.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$165,548,369 Top 6% higher than 94% 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 Capital Management, Inc. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 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 (505 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 132700161 · Victory Capital Management, Inc. PY 2023 · 401(k)

Victory Capital Management, Inc. 401(k) Savings Plan · $166M · 505 · 94th

  • EIN $166M
  • RANK 505
  • PHOTO 94th
  • IND 401(k)
  • EOY near Associated Food Stores, Inc. 401(k) Plan and Trust
  • 5500 ind #8028

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

Associated Food Stores, Inc. 401(k) Plan and TrustAssociated Food Stores, Inc.…$166MVictory Capital Management, Inc. 401(k) Savings PlanVictory Capital Management, …$166MAmpersand 401(k) Plan$165MSaloncentric Inc. 401(k) Plan$165MHei Hotels and Resorts 401(k) PlanHei Hotels and Resorts 401(k…$165M
End-of-year total assets ($M) among Victory Capital Management, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$166M
Net Income$24M
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 -50510152025 Total assets ($B) Participants Victory Capital Management, Inc. 401(k) Savings Plan, Total assets ($B): 0.165548369 · Participants: 505Victory Capital Management, Inc. 401(k) Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings 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 Associated Food Stores, Inc. 401(k) Plan and Trust in UT ($166M); by covered participants it is Nation Pizza Products, LLC Employees' 401(k) Retirement Savings Plan in IL (505 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($166M here).

Similar participant headcount

Nearest other-state filings by covered participants (505 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 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).
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 Nation Pizza Products, LLC Employees' 401(k) Retirement Savings Plan in IL (505 participants, N/A in assets).

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.

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.