401(k) · DOL Form 5500 · 2022
Sei Investments Company 401(k) Plan
Data updated 2026-08-11
- $668M
- Total assets
- 3,650
- Participants
- 98th
- Percentile by assets
- $182,988
- Avg per participant
Official DOL plan name: Sei Capital Accumulation Plan · Sponsored by Sei Investments Company · Pennsylvania · Professional & Technical Services
$668M in assets, 3,650 participants
Sei Investments Company's Sei Capital Accumulation Plan reported $668M in total assets and 3,650 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #21,327 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Sei Capital Accumulation Plan covers 3,650 participants in Pennsylvania, 4.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $668M.
- $668M
- total plan assets (2022 EOY)
- 3,650
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $182,988
- avg assets per participant
The plan reported a net loss of $99M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Sei Capital Accumulation Plan reports 3,650 participants - 4.4x that state average ($668M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $767M |
|---|---|
| Net Assets (End of Year) | $666M |
| Net Income | -$99M |
| Employer EIN | 231707341 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sei Investments Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,650 | $668M |
| 2023 | 1 | 4,047 | $766M |
| 2024 | 1 | 4,283 | $882M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sei Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sei Capital Accumulation Plan by total assets, not by location.
- Pbf Energy Retirement Savings Plan (NJ) $668M · 3,459
- Medical Management International 401(k) Savings Plan (WA) $669M · 21,492
- Akin Gump Strauss Hauer & Feld LLP Section 401(k) Profit Sharing Plan (TX) $666M · 1,401
- Investment & Employee Stock Ownership Plan of Avista (WA) $670M · 1,847
Frequently Asked Questions
How did Sei Capital Accumulation Plan assets move in 2022? ▼
How have Sei Investments Company plan assets changed over time? ▼
Where does Sei Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sei Capital Accumulation Plan? ▼
Next read for Sei Capital Accumulation Plan
Filing takeaways
Ways to act on Sei Capital Accumulation Plan's numbers.
- By total assets, Sei Capital Accumulation Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Sei Investments Company's sponsor-wide assets have grown 32.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans