401(k) · DOL Form 5500 · 2024

Global Atlantic Financial Company 401(k) Plan

Data updated 2026-08-06

$337M
Total assets: 1,567
Participants: 96th
Percentile by assets: $215,109
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

$337M in assets, 1,567 participants

Global Atlantic Financial Company's Global Atlantic Financial Company 401(k) Plan reported $337M in total assets and 1,567 participants in its 2024 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 116,472 plans)
#4,085 in Administrative & Support Services (4,162 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, $337M for 1,567 participants (~$215,109/participant), up 20.6% in 2024.

$337M
total plan assets (2024 EOY): 1,567
covered participants: 96th
percentile by assets (of 116,472 plans): $215,109
avg assets per participant

Global Atlantic Financial Company 401(k) Plan end-of-year assets rose from $280M in the plan year 2023 filing to $337M in the plan year 2024 filing.
Global Atlantic Financial Company 401(k) Plan reported participants rose from 1,356 in the plan year 2023 filing to 1,567 in the plan year 2024 filing.
Global Atlantic Financial Company 401(k) Plan reported net income fell from $65M in the plan year 2023 filing to $58M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Administrative & Support Services

Global Atlantic Financial Company 401(k) Plan vs the 2024 asset distribution

By assets, Global Atlantic Financial Company 401(k) Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$280M
Net Assets (End of Year)	$337M
Net Income	$58M
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) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

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.

Nestle USA, Inc. Hourly Retirement Savings Plan (OH) $337M · 3,779
Andersen Tax LLC Tax Reduction Investment Plan (CA) $337M · 2,070
Michaels Stores, Inc. Employees 401(k) Plan (TX) $337M · 4,593
Spectrum Brands 401(k) Retirement Savings Plan (WI) $337M · 1,691

Frequently Asked Questions

How did Global Atlantic Financial Company 401(k) Plan assets move in 2024? ▼

Global Atlantic Financial Company 401(k) Plan grew sharply - up 20.6% during 2024, from $280M to $337M. Reported net income was $58M.

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 116,472 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 Global Atlantic Financial Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nestle USA, Inc. Hourly Retirement Savings Plan in OH ($337M, 3,779 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900928452.