401(k) · DOL Form 5500 · 2022
Sei Investments Company 401(k) Plan
Data updated 2026-08-25
- $668M
- Total assets Above avg plan size
- 3,650
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $182,988
- Avg per participant Above avg balance/head
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.
- #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.
- #21,327
- in Professional & Technical Services (21,562 peers)
- -13.0%
- assets change YoY
- 6.7×
- vs typical plan assets (national mean)
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.
Sei Capital Accumulation Plan's outsized position by total assets
Sei Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$667,906,415 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sei Capital Accumulation Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sei Capital Accumulation Plan lands in the large band (3,650 participants).
EBSA filing schedule strip
Filing strip 231707341 · Sei Investments Company PY 2022 · 401(k)
Sei Capital Accumulation Plan · $668M · 3,650 · 98th
- SCH $668M
- EBSA 3,650
- PART 98th
- TYPE 401(k)
- NET near Pbf Energy Retirement Savings Plan
- BOOK ind #21327
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Sei Capital Accumulation Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Sei Investments Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $882M 32.024890493079035% vs 2022
- 2024 filing year
| 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.
- 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
Sei Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Pbf Energy Retirement Savings Plan in NJ ($668M); by covered participants it is All American Home Care Cdpap Employee Savings Plan in NY (3,648 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($668M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,650 participants); asset peers above are excluded.
- All American Home Care Cdpap Employee Savings Plan (NY) 3,648 · 2 off
- Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan (NY) 3,647 · 3 off
- Greenberg Traurig 401(k) Plan (FL) 3,653 · 3 off
- Synnex Corporation 401(k) Plan (CA) 3,655 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.