401(k) · DOL Form 5500 · 2023

Victorian Finance, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
108
Participants Small participant base
49th
Percentile by assets National rank
$58,481
Avg per participant Low balance/head
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Official DOL plan name: Victorian Finance, LLC 401(k) P/S Plan · Sponsored by Victorian Finance, LLC · Pennsylvania · Real Estate

$6M in assets, 108 participants

Victorian Finance, LLC's Victorian Finance, LLC 401(k) P/S Plan reported $6M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,215 in Real Estate (4,727 peers)

Coverage in Pennsylvania

Victorian Finance, LLC 401(k) P/S Plan covers 108 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#3,215
in Real Estate (4,727 peers)
-2.0%
assets change YoY

The plan reported a net loss of $129K 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 2023 · DOL Form 5500

$6,315,930 49th percentile higher than 49% 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

Victorian Finance, LLC 401(k) P/S 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. Victorian Finance, LLC 401(k) P/S Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Victorian Finance, LLC 401(k) P/S Plan reported net income rose from -$3M in the plan year 2022 filing to -$129K in the plan year 2023 filing.
  • Victorian Finance, LLC 401(k) P/S Plan reported participants fell from 172 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • Victorian Finance, LLC 401(k) P/S Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260084919 · Victorian Finance, LLC PY 2023 · 401(k)

Victorian Finance, LLC 401(k) P/S Plan · $6M · 108 · 49th

  • PART $6M
  • PART 108
  • PART 49th
  • PART 401(k)
  • PART near Shively Bros., Inc. Profit Sharing Plan
  • PART ind #3215

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

Victorian Finance, LLC 401(k) P/S PlanVictorian Finance, LLC 401(k…$6MShively Bros., Inc. Profit Sharing PlanShively Bros., Inc. Profit S…$6MThe F B Heron Foundation 401(k) Savings PlanThe F B Heron Foundation 401…$6MGoodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing PlanGoodwill Industries of Ne Io…$6MThe Orsini Group 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 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$129K
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. -50000050000100000 -505101520 Total assets ($B) Participants Victorian Finance, LLC 401(k) P/S Plan, Total assets ($B): 0.00631593 · Participants: 108Victorian Finance, LLC 401(k) P/S PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The 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
Compare Victorian Finance, LLC 401(k) P/S Plan side-by-side with 3 peers →

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 Shively Bros., Inc. Profit Sharing Plan in MI ($6M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Victorian Finance, LLC 401(k) P/S Plan assets move in 2023? ▼
Victorian Finance, LLC 401(k) P/S Plan edged down modestly - down 2.0% during 2023, from $6M to $6M. Reported net income was -$129K.
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 Shively Bros., Inc. Profit Sharing Plan in MI ($6M, 227 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 Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 260084919.

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.