Victory Capital Management, Inc. 401(K) Savings Plan — Form 5500 plan (Victory Capital Management, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Victory Capital Management, Inc. 401(K) Savings Plan is a benefit plan reported by Victory Capital Management, Inc. under EIN 13-2700161 and plan number 001. The latest loaded filing year is 2023. The filing reports 730 participants and $165,548,369 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Victory Capital Management, Inc.
EIN
13-2700161
Plan number
001
Plan type
2
Location
Brooklyn, OH
Latest filing year
2023
Participants
730
End-of-year plan assets
$165,548,369

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023730H, C20241004143924NAL0011532497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$165,548,369
Total liabilities (EOY)
$0
Net assets (EOY)
$165,548,369
Net assets (BOY)
$141,069,855

Income & contributions

Employer contributions
$5,050,824
Participant contributions
$7,453,992
Total contributions
$13,979,739
Total income / additions
$37,462,291

Expenses & distributions

Benefits paid
$12,891,295
Administrative expenses
$92,482
Total expenses
$12,983,777
Net increase / (decrease)
$24,478,514

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tcg Group Holdings, LlpNONE$92,482$02023

Related Form 5500 pages