Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Victory Capital Management
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Victory Capital Management is named as a service provider on the Schedule C of 63 retirement plans with 100 or more participants for plan year 2024, covering 529,516 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $8.2M. Per plan, the median was $21.03 per participant, with the middle half of plans between $11.99 and $32.90. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (7), Pennsylvania (6) and Michigan (5).
In 2009 it appeared on 71 such filings; in 2024, 68 (down 4%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $11.99 | $21.03 | $32.90 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Southern California UFCW Unions and Food Employers Joint Pension Trust Fund | Board of Trustees, So Ca UFCW Unions & Food Employers | CA | 199,927 | $6.49B | $946K |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | NY | 49,526 | $12.8B | $1.7M |
| UBS 401(k) Plan Trust | UBS AG | NJ | 34,848 | $10.2B | $792K |
| UFCW Union & Partcipating Food Industry Employers Tri-State Pension Fund | UFCW Union & Participating Food Industry Employers Tri-State Pension F | PA | 29,592 | $869M | $78K |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 23,724 | $3.70B | $149K |
| UFCW Local One Pension Fund | BRD of Ttees UFCW Local One Pension Fund | NY | 18,198 | $967M | $65K |
| Indiana State Council of Carpenters Pension Fund | Board of Trustees Indiana State Council of Carpenters Pension Fund | MI | 17,170 | $1.35B | $137K |
| Hotel Industry-Ilwu Pension Plan | Board of Trustees of the Hotel Industry-Ilwu Pension Plan | HI | 16,470 | $316M | $207K |
| Valero Energy Corporation Pension Plan | Valero Energy Corporation | TX | 11,896 | $2.63B | $865K |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | PA | 9,405 | $1.23B | $529K |
| Local No. 731, I.B. of T., Pension Fund | Local No. 731, I.B. of T., Pension Fund | IL | 8,408 | $1.10B | $319K |
| The Guardian Home Office Employees' Retirement Pla | The Guardian Life Insurance Company of America | NY | 7,536 | $1.25B | $109K |
| Pentair Inc. Retirement Savings and Stock | Pentair Inc. | MN | 6,954 | $910M | $0 |
| Blue Shield of California Employees Retirement Plan | California Physicians Service DBA Blue Shield of California | CA | 6,718 | $561M | $45K |
| Painters and Allied Trades District Council NO.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | MA | 6,176 | $525M | $44K |
| Hawaii Laborers' Pension Trust Fund | Hawaii Laborers' Pension Trust Fund | HI | 6,020 | $426M | $169K |
| Tri-State Carpenters and Joiners Pension Trust Fund | Board of Trustees - Tri-State Carpenters and Joiners Pension | TN | 5,492 | $451M | $157K |
| Iron Workers St. Louis District Council Annuity Trust Fund | Board of Trustees of Iron Workers St. Louis District Council Annuity | MO | 5,260 | $410M | $105K |
| Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | WV | 5,016 | $453M | $120K |
| Painters and Allied Trades District Council No. 35 Pension Fund | BD of Trustees PDC Pension Fund | MA | 4,737 | $805M | $104K |
| Ilwu (Hawaii) Employers General Pension Plan | Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust | HI | 4,369 | $89.6M | $61K |
| Laborers Local 57 Industrial Pension Plan | Trustees of Laborers Local 57 Industrial Pension | PA | 4,325 | $338M | $142K |
| The Guardian Field Representative Employees' Retirement Plan | The Guardian Life Insurance Company of America | NY | 4,254 | $536M | $31K |
| Roofers Pension Fund | Board of Trustees of Roofers Pension Fund | IL | 4,154 | $529M | $273K |
| Galileo & Worldspan U.S. Legacy Pension Plan | Travelport, LP | GA | 3,374 | $290M | $58K |
| St. Clair Hospital Retirement Plan | St. Clair Hospital | PA | 3,373 | $189M | $23K |
| Smart Local 265 Pension Fund | Trustees of the Smart Local 265 Pension Fund | IL | 3,363 | $607M | $82K |
| IBEW Local 595 Pension Plan | Board of Trustees, IBEW Local 595 Pension Plan | CA | 3,345 | $545M | $332K |
| Capital Blue Cross Employee Savings Plan | Capital Blue Cross | PA | 2,883 | $508M | $0 |
| Morningstar Senior Living Retirement Plan | Morningstar Senior Management, LLC | CO | 2,491 | $6.2M | $0 |
| Sheet Metal Workers Local No. 20, Indianapolis Are | Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund | IN | 2,126 | $212M | $26K |
| Jacksonville Plumbers and Pipefitters Pension Plan | Trustees of Jacksonville Plumbers and Pipefitters Pension Plan | TN | 2,022 | $321M | $110K |
| Buffalo Laborers Pension Fund | Board of Trustees Buffalo Laborers Pension Fund | NY | 1,759 | $130M | $37K |
| Presbyterian Healthcare Services Employees' Pension Plan II | Presbyterian Healthcare Services | NM | 1,744 | $229M | $53K |
| Bricklayers Local No. 1 of Ky. Pension Trust Fund | Joint Board of Trustees Bricklayer Union No. 1 of Ky. Pension Trust | MI | 1,164 | $23.7M | $23K |
| Materion Corporation Pension Plan | Materion Corporation | OH | 1,164 | $129M | $16K |
| Sheet Metal Workers Local NO.20 Gary Area Pension | Trustees of Sheet Metal Workers Local 20 Gary Area Pension Fund | MI | 1,063 | $112M | $13K |
| Magic Memories Employee Retirement Plan | Magic Memories USA LLC | CO | 995 | $3.4M | $0 |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes, Inc. | WA | 900 | $15.1M | $0 |
| Channell Commercial Corporation 401(k) Plan | Channell Commercial Corporation | TX | 816 | $17.3M | $0 |
Questions and answers
How many plans does Victory Capital Management serve?
63 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Victory Capital Management?
The median plan reported $21.03 per participant in direct and indirect compensation (37 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (58 plans), Trustee (bank, trust company, or similar financial institution) (3 plans), Investment advisory (plan) (3 plans) and Recordkeeping and information management (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.