Plan Ledger DOL Form 5500 · updated monthly

Victory Capital Management, Inc.401(k)

VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN · BROOKLYN, OH · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Victory Capital Management, Inc. reported $100,842 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,125 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.05% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 219th-largest of 3,295 plans among Ohio employers on file, and the 602nd of 4,798 in finance & insurance. In 2024, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$188,851,562
Participants with balances686
Active participants456
Employer contributions$5,073,105
Employee contributions$7,297,164
Employer contribution per active participant$11,125
Average account balance$275,294
Benefits paid to participants$10,712,256
Plan auditUnmodified (clean) audit opinion
AuditorHAM, LANGSTON & BREZINA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$188.9M · 686 accts · $5.1M emplr
2023$165.5M · 697 accts · $5.1M emplr
2022$141.1M · 720 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,842
Total administrative$100,842
The Victory Capital Management, Inc. 401(k) match · 2024
Employer contribution per active participant$11,125
Median for plans this size$3,635
2024$11,125 per active participant
2023$10,611 per active participant
2022$9,356 per active participant

Victory Capital Management, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TCG GROUP HOLDINGS, LLP · Claims processing · Recordkeeping$100,842

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TCG GROUP HOLDINGS, LLP
2023TCG GROUP HOLDINGS, LLP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$100,842 · 0.06%
2023$92,482 · 0.06%
2022$79,259 · 0.05%
Same employer
Similar plansFinance & Insurance · Ohio
James B. Oswald Company OH$212.0M · 0.06%
First Financial Bancorp OH$209.1M · 0.07%
Hylant Group, Inc. OH$173.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132700161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.