401(k) · DOL Form 5500 · 2024

Global Atlantic Financial Company 401(k) Plan

Data updated 2026-08-25

$337M
Total assets Above avg plan size
1,567
Participants Near avg headcount
96th
Percentile by assets National rank
$215,109
Avg per participant Above avg balance/head
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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.

  • #4,281 in Administrative & Support Services (4,368 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.

#4,281
in Administrative & Support Services (4,368 peers)
+20.6%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Global Atlantic Financial Company 401(k) Plan's outsized position by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$337,075,393 Top 4% higher than 96% 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

Global Atlantic Financial Company 401(k) 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. Global Atlantic Financial Company 401(k) Plan lands in the large band (1,567 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 900928452 · Global Atlantic Financial Company PY 2024 · 401(k)

Global Atlantic Financial Company 401(k) Plan · $337M · 1,567 · 96th

  • BOY $337M
  • BOY 1,567
  • BOY 96th
  • BOY 401(k)
  • BOY near Nestle USA, Inc. Hourly Retirement Savings Plan
  • BOY ind #4281

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 Administrative & Support Services retirement plans → · Plans in New York →

Global Atlantic Financial Company 401(k) Plan in the asset neighbourhood

Spectrum Brands 401(k) Retirement Savings PlanSpectrum Brands 401(k) Retir…$337MMichaels Stores, Inc. Employees 401(k) PlanMichaels Stores, Inc. Employ…$337MNestle USA, Inc. Hourly Retirement Savings PlanNestle USA, Inc. Hourly Reti…$337MGlobal Atlantic Financial Company 401(k) PlanGlobal Atlantic Financial Co…$337MAndersen Tax LLC Tax Reduction Investment PlanAndersen Tax LLC Tax Reducti…$337M
End-of-year total assets ($M) among Global Atlantic Financial Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$280M
Net Assets (End of Year)$337M
Net Income$58M
Employer EIN900928452
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Atlantic Financial Company)

Sponsor-wide plan assets over time

All Global Atlantic Financial Company plans reported in each filing year

Latest sponsor-wide plan assets
$337M 56.90120785325203% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $215M $337M ▲ +56.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Global Atlantic Financial Company 401(k) Plan, Total assets ($B): 0.337075393 · Participants: 1567Global Atlantic Financial Company 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Global Atlantic Financial Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Global Atlantic Financial Company 401(k) Plan side-by-side with 3 peers →

Global Atlantic Financial Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nestle USA, Inc. Hourly Retirement Savings Plan in OH ($337M); by covered participants it is Bergey's Incorporated 401(k) Profit Sharing Plan in PA (1,567 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($337M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,567 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 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 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 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).
Which 401(k) plans cover a similar participant headcount to Global Atlantic Financial Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bergey's Incorporated 401(k) Profit Sharing Plan in PA (1,567 participants, $127M 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 900928452.

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.