401(k) · DOL Form 5500 · 2023
Sei Investments Company 401(k) Plan
Data updated 2026-08-11
- $766M
- Total assets
- 4,047
- Participants
- 98th
- Percentile by assets
- $189,357
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $766M
- total plan assets (2023 EOY)
- 4,047
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $189,357
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Sei Capital Accumulation Plan reports 4,047 participants - 4.9x that state average ($766M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $668M |
|---|---|
| Net Assets (End of Year) | $765M |
| Net Income | $98M |
| 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 $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sei Capital Accumulation Plan by total assets, not by location.
- Td Synnex 401(k) Retirement Plan (CA) $766M · 3,765
- Mitsubishi Electric U.S. Companies' Retirement Plan (CA) $767M · 3,281
- Pnm Resources, Inc. Retirement Savings Plan (NM) $765M · 1,531
- Mks Instruments, Inc. Profit Sharing & 401(k) Plan (MA) $765M · 2,991
Frequently Asked Questions
How did Sei Capital Accumulation Plan assets move in 2023? ▼
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