401(k) · DOL Form 5500 · 2024

Victory Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$189M
Total assets Near avg plan size
476
Participants Below avg headcount
94th
Percentile by assets National rank
$396,747
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

$189M in assets, 476 participants

Victory Capital Management, Inc.'s Victory Capital Management, Inc. 401(k) Savings Plan reported $189M in total assets and 476 participants in its 2024 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.

  • #7,743 in Finance & Insurance (8,549 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, $189M for 476 participants (~$396,747/participant), up 14.1% in 2024.

#7,743
in Finance & Insurance (8,549 peers)
+14.1%
assets growth YoY
1.9×
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 2024 · DOL Form 5500

$188,851,562 Top 6% higher than 94% of 123,620 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 2024

Victory Capital Management, Inc. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 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 (476 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Victory Capital Management, Inc. 401(k) Savings Plan end-of-year assets rose from $166M in the plan year 2023 filing to $189M in the plan year 2024 filing.
  • Victory Capital Management, Inc. 401(k) Savings Plan reported participants fell from 505 in the plan year 2023 filing to 476 in the plan year 2024 filing.
  • Victory Capital Management, Inc. 401(k) Savings Plan reported net income fell from $24M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132700161 · Victory Capital Management, Inc. PY 2024 · 401(k)

Victory Capital Management, Inc. 401(k) Savings Plan · $189M · 476 · 94th

  • IND $189M
  • IND 476
  • IND 94th
  • IND 401(k)
  • IND near Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan
  • IND ind #7743

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

Steptoe & Johnson PLLC 401(k) PlanSteptoe & Johnson PLLC 401(k…$189MHoward County General Hospital, Inc. 401(k) PlanHoward County General Hospit…$189MVictory Capital Management, Inc. 401(k) Savings PlanVictory Capital Management, …$189MSterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings PlanSterne Kessler Goldstein & F…$189MTecta America Corp. Profit Sharing and 401(k) PlanTecta America Corp. Profit S…$189M
End-of-year total assets ($M) among Victory Capital Management, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$166M
Net Assets (End of Year)$189M
Net Income$23M
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 -505101520 Total assets ($B) Participants Victory Capital Management, Inc. 401(k) Savings Plan, Total assets ($B): 0.188851562 · Participants: 476Victory Capital Management, Inc. 401(k) Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement 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 Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan in DC ($189M); by covered participants it is Flushing Bank 401(k) Savings Plan in NY (476 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (476 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Victory Capital Management, Inc. 401(k) Savings Plan grew at a solid clip - up 14.1% during 2024, from $166M to $189M. Reported net income was $23M.
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 123,622 plans that reported assets for plan year 2024 (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 Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan in DC ($189M, 454 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 Flushing Bank 401(k) Savings Plan in NY (476 participants, $121M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.