Retirement plan

VICTORY ACADEMY OCALA, INC. 401(K) PLAN

Name: VICTORY ACADEMY OCALA, INC. - VICTORY ACADEMY OCALA, INC. 401(K) PLAN (2025) Form 5500
Creator: VICTORY ACADEMY OCALA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VICTORY ACADEMY OCALA, INC. 401(K) PLAN, VICTORY ACADEMY OCALA, INC.

VICTORY ACADEMY OCALA, INC.EIN 45-5409146Plan #001PY 2025

328 NE 1ST AVE. - OCALA, FL 34470352-622-4410victoryacademyocala.comLinkedIn1-10 employeeshuman resources

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$41K

+56.2% from 2024

Total participants

-20.0% from 2024

Average account balance

$5,837

+78.5% from 2024

Annual return

19.66%

-1.50 pp from 2024

Benchmarks

See 7,240 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,240 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$41K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$6K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

46.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$702

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.66%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$138

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$966

$64 / participant

Other / not subdivided$966100.0%

% of EOY assets

2.364%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,837

$68,097-91.4%

$62,929-90.7%

$137,256-95.7%

Participation rate

40.0%

77.4%-37.4pp

73.1%-33.1pp

80.0%-40.0pp

Annual return

19.66%

1859.11%-1839.5pp

1063.93%-1044.3pp

220.34%-200.7pp

Employer contribution / active EE

$2,811-100.0%

$2,505-100.0%

$4,156-100.0%

Participant deferral / active EE

$702

$4,553-84.6%

$3,888-82.0%

$6,407-89.0%

Admin fee / account holder

$138

$6,521-97.9%

$5,065-97.3%

$12,270-98.9%

VICTORY ACADEMY OCALA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VICTORY ACADEMY OCALA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion