401(k) · DOL Form 5500 · 2023

Seaport Global Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
227
Participants Below avg headcount
81st
Percentile by assets National rank
$150,571
Avg per participant Above avg balance/head
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Official DOL plan name: Seaport Global Holdings, LLC 401(k) Plan · Sponsored by Seaport Global Holdings, LLC · New York · Finance & Insurance

$34M in assets, 227 participants

Seaport Global Holdings, LLC's Seaport Global Holdings, LLC 401(k) Plan reported $34M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,301 in Finance & Insurance (8,869 peers)

Coverage in New York

Seaport Global Holdings, LLC 401(k) Plan covers 227 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $34M.

#6,301
in Finance & Insurance (8,869 peers)
+25.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Seaport Global Holdings, LLC 401(k) Plan's outsized position by total assets

Seaport Global Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$34,179,520 Top 19% higher than 81% 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

Seaport Global Holdings, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seaport Global Holdings, LLC 401(k) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seaport Global Holdings, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Seaport Global Holdings, LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Seaport Global Holdings, LLC 401(k) Plan reported participants rose from 220 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464157685 · Seaport Global Holdings, LLC PY 2023 · 401(k)

Seaport Global Holdings, LLC 401(k) Plan · $34M · 227 · 81st

  • EBSA $34M
  • PART 227
  • TYPE 81st
  • NET 401(k)
  • BOOK near Marcus and Shapira Profit Sharing Plan and Trust
  • VS-ST ind #6301

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 Finance & Insurance retirement plans → · Plans in New York →

Seaport Global Holdings, LLC 401(k) Plan in the asset neighbourhood

Seaport Global Holdings, LLC 401(k) PlanSeaport Global Holdings, LLC…$34MMarcus and Shapira Profit Sharing Plan and TrustMarcus and Shapira Profit Sh…$34MOpenai LP 401(k) Plan$34MBmd 401(k) Plan$34MKbe Building Corporation 401(k) Savings PlanKbe Building Corporation 401…$34M
End-of-year total assets ($M) among Seaport Global Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN464157685
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seaport Global Holdings, LLC)

Sponsor-wide plan assets over time

All Seaport Global Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 52.54652095473905% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.3M $41.6M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 220 $27M
2023 1 227 $34M
2024 1 233 $42M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Seaport Global Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Seaport Global Holdings, LLC 401(k) Plan, Total assets ($B): 0.03417952 · Participants: 227Seaport Global Holdings, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Seaport Global Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Seaport Global Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Seaport Global Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Marcus and Shapira Profit Sharing Plan and Trust in PA ($34M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Seaport Global Holdings, LLC 401(k) Plan assets move in 2023? ▼
Seaport Global Holdings, LLC 401(k) Plan grew sharply - up 25.4% during 2023, from $27M to $34M. Reported net income was $7M.
How have Seaport Global Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seaport Global Holdings, LLC's sponsor-wide assets grew 52.5%, from $27M to $42M.
Where does Seaport Global Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Seaport Global Holdings, LLC 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Seaport Global Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marcus and Shapira Profit Sharing Plan and Trust in PA ($34M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Seaport Global Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 464157685.

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.