401(k) · DOL Form 5500 · 2022
Global Atlantic Financial Company 401(k) Plan
Data updated 2026-08-11
- $215M
- Total assets
- 1,228
- Participants
- 96th
- Percentile by assets
- $174,945
- Avg per participant
Official DOL plan name: Global Atlantic Financial Company 401(k) Plan · Sponsored by Global Atlantic Financial Company · New York · Administrative & Support Services
$215M in assets, 1,228 participants
Global Atlantic Financial Company's Global Atlantic Financial Company 401(k) Plan reported $215M in total assets and 1,228 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #4,837 in Administrative & Support Services (4,927 peers)
Where Global Atlantic Financial Company 401(k) Plan sits by assets
Global Atlantic Financial Company 401(k) Plan sits in the top 5% of all filed plans by assets, $215M for 1,228 participants (~$174,945/participant), down 10.3% in 2022.
- $215M
- total plan assets (2022 EOY)
- 1,228
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $174,945
- avg assets per participant
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Global Atlantic Financial Company 401(k) Plan vs the 2022 asset distribution
By assets, Global Atlantic Financial Company 401(k) Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $239M |
|---|---|
| Net Assets (End of Year) | $215M |
| Net Income | -$25M |
| Employer EIN | 900928452 |
| Plan Effective Date | 2013-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Global Atlantic Financial Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,228 | $215M |
| 2023 | 1 | 1,356 | $280M |
| 2024 | 1 | 1,567 | $337M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Global Atlantic Financial Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Global Atlantic Financial Company 401(k) Plan by total assets, not by location.
- American Public Education Retirement Plan (WV) $215M · 2,951
- The Options Clearing Corporation Retirement Savings Plan (IL) $215M · 805
- Whataburger 401(k) Savings Plan (TX) $215M · 36,855
- Erickson Community 401(k) Plan (MD) $215M · 10,526
Frequently Asked Questions
How did Global Atlantic Financial Company 401(k) Plan assets move in 2022? ▼
How have Global Atlantic Financial Company plan assets changed over time? ▼
Where does Global Atlantic Financial Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Global Atlantic Financial Company 401(k) Plan? ▼
Next read for Global Atlantic Financial Company 401(k)…
Scale reading
Ways to act on Global Atlantic Financial Company 401(k) Plan's numbers.
- By total assets, Global Atlantic Financial Company 401(k) 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 New York. Compare plans
- Global Atlantic Financial Company's sponsor-wide assets have grown 56.9% since 2022 across 3 plan years on file. More Administrative & Support Services plans