401(k) · DOL Form 5500 · 2023

Global Atlantic Financial Company 401(k) Plan

Data updated 2026-08-11

$280M
Total assets: 1,356
Participants: 96th
Percentile by assets: $206,131
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

$280M in assets, 1,356 participants

Global Atlantic Financial Company's Global Atlantic Financial Company 401(k) Plan reported $280M in total assets and 1,356 participants in its 2023 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 127,072 plans)
#4,287 in Administrative & Support Services (4,372 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, $280M for 1,356 participants (~$206,131/participant), up 30.1% in 2023.

$280M
total plan assets (2023 EOY): 1,356
covered participants: 96th
percentile by assets (of 127,072 plans): $206,131
avg assets per participant

Where Global Atlantic Financial Company 401(k) Plan sits by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$279,513,950 Top 4% higher than 96% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Global Atlantic Financial Company 401(k) Plan reported net income rose from -$25M in the plan year 2022 filing to $65M in the plan year 2023 filing.
Global Atlantic Financial Company 401(k) Plan end-of-year assets rose from $215M in the plan year 2022 filing to $280M in the plan year 2023 filing.
Global Atlantic Financial Company 401(k) Plan reported participants rose from 1,228 in the plan year 2022 filing to 1,356 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Administrative & Support Services

Global Atlantic Financial Company 401(k) Plan vs the 2023 asset distribution

By assets, Global Atlantic Financial Company 401(k) Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$215M
Net Assets (End of Year)	$280M
Net Income	$65M
Employer EIN	900928452
Plan Effective Date	2013-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Global Atlantic Financial Company)

Total plan assets by year, all Global Atlantic Financial Company plans on file

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 $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Global Atlantic Financial Company 401(k)… side-by-side with 3 peers →

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.

Chamberlain 401(k) Plan (IL) $279M · 1,297
Hrl Retirement Savings Plan for Non-Bargained Employees (CA) $280M · 780
R.T.G. Furniture Corp. & Affiliates 401(k) Plan (FL) $279M · 9,801
Allen Matkins Profit Sharing and 401(k) Plan (CA) $280M · 365

Frequently Asked Questions

How did Global Atlantic Financial Company 401(k) Plan assets move in 2023? ▼

Global Atlantic Financial Company 401(k) Plan surged - up 30.1% during 2023, from $215M to $280M. Reported net income was $65M.

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 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 Global Atlantic Financial Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Chamberlain 401(k) Plan in IL ($279M, 1,297 participants).

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

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 900928452.