401(k) · DOL Form 5500 · 2024

Sei Investments Company 401(k) Plan

Data updated 2026-08-25

$882M
Total assets Above avg plan size
4,283
Participants Above avg headcount
98th
Percentile by assets National rank
$205,884
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sei Capital Accumulation Plan · Sponsored by Sei Investments Company · Pennsylvania · Professional & Technical Services

$882M in assets, 4,283 participants

Sei Investments Company's Sei Capital Accumulation Plan reported $882M in total assets and 4,283 participants in its 2024 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.

  • #19,941 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Sei Capital Accumulation Plan covers 4,283 participants in Pennsylvania, 5.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $882M.

#19,941
in Professional & Technical Services (20,173 peers)
+15.1%
assets growth YoY
8.8×
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 2024 · DOL Form 5500

$881,802,713 Top 2% higher than 98% of 123,620 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 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sei Capital Accumulation Plan lands in the large band (4,283 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sei Capital Accumulation Plan reported net income rose from $98M in the plan year 2023 filing to $117M in the plan year 2024 filing.
  • Sei Capital Accumulation Plan end-of-year assets rose from $766M in the plan year 2023 filing to $882M in the plan year 2024 filing.
  • Sei Capital Accumulation Plan reported participants rose from 4,047 in the plan year 2023 filing to 4,283 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231707341 · Sei Investments Company PY 2024 · 401(k)

Sei Capital Accumulation Plan · $882M · 4,283 · 98th

  • BOOK $882M
  • BOOK 4,283
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near Forvis Mazars, LLP Employees Savings Plan II
  • BOOK ind #19941

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

Flowers Foods, Inc. 401(k) Retirement Savings PlanFlowers Foods, Inc. 401(k) R…$883MSei Capital Accumulation Plan$882MForvis Mazars, LLP Employees Savings Plan IIForvis Mazars, LLP Employees…$881MThe Associated Press 401(k) Retirement Savings PlanThe Associated Press 401(k) …$881MEntegris, Inc. 401(k) Retirement Savings PlanEntegris, Inc. 401(k) Retire…$881M
End-of-year total assets ($M) among Sei Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$766M
Net Assets (End of Year)$882M
Net Income$117M
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 -50510152025 Total assets ($B) Participants Sei Capital Accumulation Plan, Total assets ($B): 0.881802713 · Participants: 4283Sei Capital Accumulation PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive 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 Forvis Mazars, LLP Employees Savings Plan II in MO ($881M); by covered participants it is Veterans United Home Loans 401(k) Plan in MO (4,282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,283 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Sei Capital Accumulation Plan grew sharply - up 15.1% during 2024, from $766M to $882M. Reported net income was $117M.
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 123,622 plans that reported assets for plan year 2024 (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 Forvis Mazars, LLP Employees Savings Plan II in MO ($881M, 2,951 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 Veterans United Home Loans 401(k) Plan in MO (4,282 participants, $485M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.