401(k) · DOL Form 5500 · 2023

Sei Investments Company 401(k) Plan

Data updated 2026-08-25

$766M
Total assets Above avg plan size
4,047
Participants Above avg headcount
98th
Percentile by assets National rank
$189,357
Avg per participant Above avg balance/head
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Official DOL plan name: Sei Capital Accumulation Plan · Sponsored by Sei Investments Company · Pennsylvania · Professional & Technical Services

$766M in assets, 4,047 participants

Sei Investments Company's Sei Capital Accumulation Plan reported $766M in total assets and 4,047 participants in its 2023 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.

  • #20,083 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Sei Capital Accumulation Plan covers 4,047 participants in Pennsylvania, 4.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $766M.

#20,083
in Professional & Technical Services (20,321 peers)
+14.7%
assets growth YoY
7.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$766,326,942 Top 2% higher than 98% of 127,068 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 2023

Sei Capital Accumulation Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sei Capital Accumulation Plan lands in the large band (4,047 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sei Capital Accumulation Plan reported net income rose from -$99M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Sei Capital Accumulation Plan end-of-year assets rose from $668M in the plan year 2022 filing to $766M in the plan year 2023 filing.
  • Sei Capital Accumulation Plan reported participants rose from 3,650 in the plan year 2022 filing to 4,047 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231707341 · Sei Investments Company PY 2023 · 401(k)

Sei Capital Accumulation Plan · $766M · 4,047 · 98th

  • RANK $766M
  • PHOTO 4,047
  • IND 98th
  • EOY 401(k)
  • 5500 near Td Synnex 401(k) Retirement Plan
  • ASSETS ind #20083

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

Mitsubishi Electric U.S. Companies' Retirement PlanMitsubishi Electric U.S. Com…$767MTd Synnex 401(k) Retirement PlanTd Synnex 401(k) Retirement …$766MSei Capital Accumulation Plan$766MPnm Resources, Inc. Retirement Savings PlanPnm Resources, Inc. Retireme…$765MMks Instruments, Inc. Profit Sharing & 401(k) PlanMks Instruments, Inc. Profit…$765M
End-of-year total assets ($M) among Sei Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$668M
Net Assets (End of Year)$765M
Net Income$98M
Employer EIN231707341
Plan Effective Date1983-01-01
Filing StatusFILING 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
$600M$700M$800M$900M$1,000M 202220232024 $668M $882M ▲ +32.0%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Sei Capital Accumulation Plan, Total assets ($B): 0.766326942 · Participants: 4047Sei Capital Accumulation PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Sei Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sei Capital Accumulation Plan side-by-side with 3 peers →

Sei Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Td Synnex 401(k) Retirement Plan in CA ($766M); by covered participants it is University of Minnesota Physicians Retirement Savings and 401(k) Plan in MN (4,047 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($766M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,047 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sei Capital Accumulation Plan assets move in 2023? ▼
Sei Capital Accumulation Plan grew at a solid clip - up 14.7% during 2023, from $668M to $766M. Reported net income was $98M.
How have Sei Investments Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sei Investments Company's sponsor-wide assets grew 32.0%, from $668M to $882M.
Where does Sei Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Sei Capital Accumulation Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sei Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Td Synnex 401(k) Retirement Plan in CA ($766M, 3,765 participants).
Which 401(k) plans cover a similar participant headcount to Sei Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University of Minnesota Physicians Retirement Savings and 401(k) Plan in MN (4,047 participants, $933M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231707341.

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.