401(k) · DOL Form 5500 · 2022

Global Atlantic Financial Company 401(k) Plan

Data updated 2026-08-25

$215M
Total assets Near avg plan size
1,228
Participants Near avg headcount
96th
Percentile by assets National rank
$174,945
Avg per participant Above avg balance/head
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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.

  • #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.

#4,837
in Administrative & Support Services (4,927 peers)
-10.3%
assets change YoY
2.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Global Atlantic Financial Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$214,832,886 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Global Atlantic Financial Company 401(k) 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. Global Atlantic Financial Company 401(k) Plan lands in the large band (1,228 participants).

Form 5500 schedule snapshot

Filing strip 900928452 · Global Atlantic Financial Company PY 2022 · 401(k)

Global Atlantic Financial Company 401(k) Plan · $215M · 1,228 · 96th

  • VS-ST $215M
  • BOY 1,228
  • SCH 96th
  • EBSA 401(k)
  • PART near American Public Education Retirement Plan
  • TYPE ind #4837

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 Administrative & Support Services retirement plans → · Plans in New York →

Global Atlantic Financial Company 401(k) Plan in the asset neighbourhood

Erickson Community 401(k) PlanErickson Community 401(k) Pl…$215MWhataburger 401(k) Savings PlanWhataburger 401(k) Savings P…$215MGlobal Atlantic Financial Company 401(k) PlanGlobal Atlantic Financial Co…$215MAmerican Public Education Retirement PlanAmerican Public Education Re…$215MThe Options Clearing Corporation Retirement Savings PlanThe Options Clearing Corpora…$215M
End-of-year total assets ($M) among Global Atlantic Financial Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$239M
Net Assets (End of Year)$215M
Net Income-$25M
Employer EIN900928452
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Atlantic Financial Company)

Sponsor-wide plan assets over time

All Global Atlantic Financial Company plans reported in each filing year

Latest sponsor-wide plan assets
$337M 56.90120785325203% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $215M $337M ▲ +56.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Global Atlantic Financial Company 401(k) Plan, Total assets ($B): 0.214832886 · Participants: 1228Global Atlantic Financial Company 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Global Atlantic Financial Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Global Atlantic Financial Company 401(k) Plan side-by-side with 3 peers →

Global Atlantic Financial Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is American Public Education Retirement Plan in WV ($215M); by covered participants it is Owens-Illinois, Inc. Stock Purchase and Savings Program in OH (1,228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($215M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,228 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Global Atlantic Financial Company 401(k) Plan assets move in 2022? ▼
Global Atlantic Financial Company 401(k) Plan pulled back noticeably - down 10.3% during 2022, from $239M to $215M. Reported net income was -$25M.
How have Global Atlantic Financial Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Atlantic Financial Company's sponsor-wide assets grew 56.9%, from $215M to $337M.
Where does Global Atlantic Financial Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Global Atlantic Financial Company 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Global Atlantic Financial Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Public Education Retirement Plan in WV ($215M, 2,951 participants).
Which 401(k) plans cover a similar participant headcount to Global Atlantic Financial Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Owens-Illinois, Inc. Stock Purchase and Savings Program in OH (1,228 participants, $360M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900928452.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.