401(k) · DOL Form 5500 · 2024

Victory Capital Management, Inc. 401(k) Plan

Data updated 2026-08-11

$189M
Total assets: 476
Participants: 94th
Percentile by assets: $396,747
Avg per participant

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.

94th percentile by assets (of 123,622 plans)
#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.

$189M
total plan assets (2024 EOY): 476
covered participants: 94th
percentile by assets (of 123,622 plans): $396,747
avg assets per participant

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 →

State

Ohio

Industry

Finance & Insurance

Victory Capital Management, Inc. 401(k) Savings Plan vs the 2024 asset distribution

By assets, Victory Capital Management, Inc. 401(k) Savings Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$166M
Net Assets (End of Year)	$189M
Net Income	$23M
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 Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

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.

Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan (DC) $189M · 454
Tecta America Corp. Profit Sharing and 401(k) Plan (IL) $189M · 3,648
Howard County General Hospital, Inc. 401(k) Plan (MD) $189M · 1,935
Steptoe & Johnson PLLC 401(k) Plan (WV) $189M · 645

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).

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 2024.

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