Sei Investments 401(k) plan

Sei Investments Company, Oaks, PA. EIN 23-1707341. Annual reports 2009–2025.

Sei Investments Company has one active retirement plan on file, the Sei Capital Accumulation Plan, with 5,622 participants and $1.0 billion in assets in 2025. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Sei Investments's filings since 2009.

Active plans: 1
Participants: 5,622
Plan assets: $1.0 billion
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Professional services

The plan

Sei Capital Accumulation Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 23-1707341
Participants (2025): 5,622
Net assets (2025): $1.0 billion
Recordkeeper: PrincipalEarlier: Wells Fargo (2014–2019), Sei Investments Management (2009–2013)
Plan administrator: Sei Capital Accumulation Plan Administration Committee
1 Freedom Valley Drive
Oaks, PA 19456
(610) 676-1000As filed for 2025
In effect since: January 1, 1983

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,622	$1.0 billion	Principal
2024	5,603	$882 million	Principal
2023	5,539	$765 million	Principal
2022	5,304	$666 million	Principal
2021	4,795	$766 million	Principal
2020	4,601	$668 million	Principal
2019	4,251	$595 million	Wells Fargo
2018	4,292	$487 million	Wells Fargo
2017	3,943	$514 million	Wells Fargo
2016	3,515	$419 million	Wells Fargo
2015	3,362	$382 million	Wells Fargo
2014	3,121	$362 million	Wells Fargo
2013	2,989	$339 million	Sei Investments Management
2012	2,834	$270 million	Sei Investments Management
2011	2,727	$228 million	Sei Investments Management
2010	2,621	$228 million	Sei Investments Management
2009	2,656	$194 million	Sei Investments Management

If you had money in one of these plans

Call Principal (principal.com), which runs the Sei Capital Accumulation Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((610) 676-1000). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Sei Capital Accumulation Plan

If you had money in one of these plans

What these numbers are

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