Civic Intelligence

Sei Investments Company

Plan context: Sei Investments Capital Accumulation Plan

EIN 23-1707341 • Oaks, PA • 143 filings • 10 plans

1 Freedom Valley DriveOaks, PA 19456
Current Snapshot

Latest Year

2024

2024 Participants

4,327

2024 Assets

$881,802,713

2024 Contributions

$66,615,920

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$881,802,713$440,901,357$0199920122024YearValue
$881,802,713Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4,3272,1640199920122024YearValue
4,327Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202424,327$881,802,713$66,615,920$15,395iApproximate average salary by contribution assumption: employee only about $384,885 at 4% or $256,590 at 6%; with 50% employer match about $256,590 at 4% or $171,060 at 6%; with 100% employer match about $192,443 at 4% or $128,295 at 6%.
Sei Investments Capital Accumulation Plan-4,327$881,802,713$66,615,920$15,395iApproximate average salary by contribution assumption: employee only about $384,885 at 4% or $256,590 at 6%; with 50% employer match about $256,590 at 4% or $171,060 at 6%; with 100% employer match about $192,443 at 4% or $128,295 at 6%.
Group Health Plan-4,277---
202334,258$766,326,942$66,458,320$15,608iApproximate average salary by contribution assumption: employee only about $390,197 at 4% or $260,131 at 6%; with 50% employer match about $260,131 at 4% or $173,421 at 6%; with 100% employer match about $195,098 at 4% or $130,066 at 6%.
Sei Investments Capital Accumulation Plan-4,258$766,326,942$66,458,320$15,608iApproximate average salary by contribution assumption: employee only about $390,197 at 4% or $260,131 at 6%; with 50% employer match about $260,131 at 4% or $173,421 at 6%; with 100% employer match about $195,098 at 4% or $130,066 at 6%.
Flexible Benefits Plan-998---
Group Health Plan-4,192---
202234,024$667,906,415$58,961,322$14,652iApproximate average salary by contribution assumption: employee only about $366,310 at 4% or $244,207 at 6%; with 50% employer match about $244,207 at 4% or $162,805 at 6%; with 100% employer match about $183,155 at 4% or $122,103 at 6%.
Sei Investments Capital Accumulation Plan-4,024$667,906,415$58,961,322$14,652iApproximate average salary by contribution assumption: employee only about $366,310 at 4% or $244,207 at 6%; with 50% employer match about $244,207 at 4% or $162,805 at 6%; with 100% employer match about $183,155 at 4% or $122,103 at 6%.
Group Health Plan-3,991---
Flexible Benefits Plan-3,991---
202133,645$767,429,004$51,513,139$14,133iApproximate average salary by contribution assumption: employee only about $353,314 at 4% or $235,542 at 6%; with 50% employer match about $235,542 at 4% or $157,028 at 6%; with 100% employer match about $176,657 at 4% or $117,771 at 6%.
Sei Investments Capital Accumulation Plan-3,645$767,429,004$51,513,139$14,133iApproximate average salary by contribution assumption: employee only about $353,314 at 4% or $235,542 at 6%; with 50% employer match about $235,542 at 4% or $157,028 at 6%; with 100% employer match about $176,657 at 4% or $117,771 at 6%.
Flexible Benefits Plan-3,643---
Group Health Plan-3,535---
202033,460$669,454,167$41,603,274$12,024iApproximate average salary by contribution assumption: employee only about $300,602 at 4% or $200,401 at 6%; with 50% employer match about $200,401 at 4% or $133,601 at 6%; with 100% employer match about $150,301 at 4% or $100,201 at 6%.
Sei Investments Capital Accumulation Plan-3,460$669,454,167$41,603,274$12,024iApproximate average salary by contribution assumption: employee only about $300,602 at 4% or $200,401 at 6%; with 50% employer match about $200,401 at 4% or $133,601 at 6%; with 100% employer match about $150,301 at 4% or $100,201 at 6%.
Group Health Plan-3,406---
Flexible Benefits Plan-3,444---
201933,257$595,244,746$39,591,632$12,156iApproximate average salary by contribution assumption: employee only about $303,896 at 4% or $202,598 at 6%; with 50% employer match about $202,598 at 4% or $135,065 at 6%; with 100% employer match about $151,948 at 4% or $101,299 at 6%.
Sei Investments Capital Accumulation Plan-3,257$595,244,746$39,591,632$12,156iApproximate average salary by contribution assumption: employee only about $303,896 at 4% or $202,598 at 6%; with 50% employer match about $202,598 at 4% or $135,065 at 6%; with 100% employer match about $151,948 at 4% or $101,299 at 6%.
Flexible Benefits Plan-3,256---
Group Health Plan-3,229---
201873,488$487,019,652$38,287,101$10,977iApproximate average salary by contribution assumption: employee only about $274,420 at 4% or $182,947 at 6%; with 50% employer match about $182,947 at 4% or $121,965 at 6%; with 100% employer match about $137,210 at 4% or $91,473 at 6%.
Sei Investments Capital Accumulation Plan-3,488$487,019,652$38,287,101$10,977iApproximate average salary by contribution assumption: employee only about $274,420 at 4% or $182,947 at 6%; with 50% employer match about $182,947 at 4% or $121,965 at 6%; with 100% employer match about $137,210 at 4% or $91,473 at 6%.
Flexible Benefits Plan-2,611---
Group Health Plan-2,611---
Short Term Disability Plan-0---
Group Dental Plan-0---
Life Insurance Plan-0---
Long Term Disability Plan-0---
201773,095$514,401,158$33,203,372$10,728iApproximate average salary by contribution assumption: employee only about $268,202 at 4% or $178,801 at 6%; with 50% employer match about $178,801 at 4% or $119,201 at 6%; with 100% employer match about $134,101 at 4% or $89,401 at 6%.
Sei Investments Capital Accumulation Plan-3,095$514,401,158$33,203,372$10,728iApproximate average salary by contribution assumption: employee only about $268,202 at 4% or $178,801 at 6%; with 50% employer match about $178,801 at 4% or $119,201 at 6%; with 100% employer match about $134,101 at 4% or $89,401 at 6%.
Short Term Disability Plan-3,089---
Group Dental Plan-2,505---
Life Insurance Plan-3,089---
Long Term Disability Plan-3,089---
Flexible Benefits Plan-2,496---
Group Health Plan-2,474---
201672,718$419,515,251$29,941,323$11,016iApproximate average salary by contribution assumption: employee only about $275,398 at 4% or $183,599 at 6%; with 50% employer match about $183,599 at 4% or $122,399 at 6%; with 100% employer match about $137,699 at 4% or $91,799 at 6%.
Sei Investments Capital Accumulation Plan-2,718$419,515,251$29,941,323$11,016iApproximate average salary by contribution assumption: employee only about $275,398 at 4% or $183,599 at 6%; with 50% employer match about $183,599 at 4% or $122,399 at 6%; with 100% employer match about $137,699 at 4% or $91,799 at 6%.
Short Term Disability Plan-2,695---
Group Dental Plan-2,230---
Life Insurance Plan-2,695---
Long Term Disability Plan-2,695---
Group Health Plan-2,183---
Flexible Benefits Plan-2,214---
201572,730$382,129,276$28,535,853$10,453iApproximate average salary by contribution assumption: employee only about $261,317 at 4% or $174,212 at 6%; with 50% employer match about $174,212 at 4% or $116,141 at 6%; with 100% employer match about $130,659 at 4% or $87,106 at 6%.
Sei Investments Capital Accumulation Plan-2,730$382,129,276$28,535,853$10,453iApproximate average salary by contribution assumption: employee only about $261,317 at 4% or $174,212 at 6%; with 50% employer match about $174,212 at 4% or $116,141 at 6%; with 100% employer match about $130,659 at 4% or $87,106 at 6%.
Group Dental Plan-2,074---
Group Health Plan-2,035---
Long Term Disability Plan-2,506---
Life Insurance Plan-2,506---
Short Term Disability Plan-2,506---
Flexible Benefits Plan-2,035---
201472,394$362,480,068$23,264,106$9,718iApproximate average salary by contribution assumption: employee only about $242,942 at 4% or $161,961 at 6%; with 50% employer match about $161,961 at 4% or $107,974 at 6%; with 100% employer match about $121,471 at 4% or $80,981 at 6%.
Sei Investments Capital Accumulation Plan-2,394$362,480,068$23,264,106$9,718iApproximate average salary by contribution assumption: employee only about $242,942 at 4% or $161,961 at 6%; with 50% employer match about $161,961 at 4% or $107,974 at 6%; with 100% employer match about $121,471 at 4% or $80,981 at 6%.
Group Health Plan-1,944---
Group Dental Plan-1,977---
Life Insurance Plan-2,345---
Short Term Disability Plan-2,345---
Long Term Disability Plan-2,345---
Flexible Benefits Plan-1,944---
201372,311$339,458,625$22,386,167$9,687iApproximate average salary by contribution assumption: employee only about $242,170 at 4% or $161,446 at 6%; with 50% employer match about $161,446 at 4% or $107,631 at 6%; with 100% employer match about $121,085 at 4% or $80,723 at 6%.
Sei Investments Capital Accumulation Plan-2,311$339,458,625$22,386,167$9,687iApproximate average salary by contribution assumption: employee only about $242,170 at 4% or $161,446 at 6%; with 50% employer match about $161,446 at 4% or $107,631 at 6%; with 100% employer match about $121,085 at 4% or $80,723 at 6%.
Group Health Plan-1,906---
Group Dental Plan-1,925---
Life Insurance Plan-2,234---
Short Term Disability Plan-2,234---
Long Term Disability Plan-2,234---
Flexible Benefits Plan-1,906---
201272,159$269,846,270$18,873,510$8,742iApproximate average salary by contribution assumption: employee only about $218,545 at 4% or $145,696 at 6%; with 50% employer match about $145,696 at 4% or $97,131 at 6%; with 100% employer match about $109,272 at 4% or $72,848 at 6%.
Sei Investments Capital Accumulation Plan-2,159$269,846,270$18,873,510$8,742iApproximate average salary by contribution assumption: employee only about $218,545 at 4% or $145,696 at 6%; with 50% employer match about $145,696 at 4% or $97,131 at 6%; with 100% employer match about $109,272 at 4% or $72,848 at 6%.
Flexible Benefits Plan-1,839---
Group Health Plan-1,809---
Group Dental Plan-1,831---
Life Insurance Plan-2,103---
Short Term Disability Plan-2,103---
Long Term Disability Plan-2,103---
201172,063$228,495,577$18,649,919$9,040iApproximate average salary by contribution assumption: employee only about $226,005 at 4% or $150,670 at 6%; with 50% employer match about $150,670 at 4% or $100,447 at 6%; with 100% employer match about $113,002 at 4% or $75,335 at 6%.
Sei Investments Capital Accumulation Plan-2,063$228,495,577$18,649,919$9,040iApproximate average salary by contribution assumption: employee only about $226,005 at 4% or $150,670 at 6%; with 50% employer match about $150,670 at 4% or $100,447 at 6%; with 100% employer match about $113,002 at 4% or $75,335 at 6%.
Group Health Plan-1,778---
Group Dental Plan-1,786---
Life Insurance Plan-2,005---
Short Term Disability Plan-2,005---
Long Term Disability Plan-2,005---
Flexible Benefits Plan-1,715---
201071,961$227,965,134$16,532,114$8,430iApproximate average salary by contribution assumption: employee only about $210,761 at 4% or $140,508 at 6%; with 50% employer match about $140,508 at 4% or $93,672 at 6%; with 100% employer match about $105,381 at 4% or $70,254 at 6%.
Sei Investments Capital Accumulation Plan-1,961$227,965,134$16,532,114$8,430iApproximate average salary by contribution assumption: employee only about $210,761 at 4% or $140,508 at 6%; with 50% employer match about $140,508 at 4% or $93,672 at 6%; with 100% employer match about $105,381 at 4% or $70,254 at 6%.
Group Health Plan-1,714---
Group Dental Plan-1,716---
Life Insurance Plan-1,890---
Short Term Disability Plan-1,890---
Long Term Disability Plan-1,890---
Flexible Benefits Plan-1,747---
200971,985$194,433,258$15,577,009$7,847iApproximate average salary by contribution assumption: employee only about $196,184 at 4% or $130,789 at 6%; with 50% employer match about $130,789 at 4% or $87,193 at 6%; with 100% employer match about $98,092 at 4% or $65,395 at 6%.
Sei Investments Capital Accumulation Plan-1,985$194,433,258$15,577,009$7,847iApproximate average salary by contribution assumption: employee only about $196,184 at 4% or $130,789 at 6%; with 50% employer match about $130,789 at 4% or $87,193 at 6%; with 100% employer match about $98,092 at 4% or $65,395 at 6%.
Group Dental Plan-1,761---
Life Insurance Plan-1,927---
Short Term Disability Plan-1,927---
Long Term Disability Plan-1,927---
Flexible Benefits Plan-1,952---
Group Health Plan-1,763---
200872,127$152,268,524$17,933,513$8,431iApproximate average salary by contribution assumption: employee only about $210,784 at 4% or $140,523 at 6%; with 50% employer match about $140,523 at 4% or $93,682 at 6%; with 100% employer match about $105,392 at 4% or $70,261 at 6%.
Sei Investments Capital Accumulation Plan-2,093$152,268,524$17,933,513$8,568iApproximate average salary by contribution assumption: employee only about $214,208 at 4% or $142,805 at 6%; with 50% employer match about $142,805 at 4% or $95,204 at 6%; with 100% employer match about $107,104 at 4% or $71,403 at 6%.
Flexible Benefits Plan-2,127---
Group Dental Plan-1,877---
Group Health Plan-1,878---
Short Term Disability Plan-2,035---
Long Term Disability Plan-2,035---
Life Insurance Plan-2,035---
200762,040$238,370,173$17,532,742$8,594iApproximate average salary by contribution assumption: employee only about $214,862 at 4% or $143,241 at 6%; with 50% employer match about $143,241 at 4% or $95,494 at 6%; with 100% employer match about $107,431 at 4% or $71,621 at 6%.
Sei Investments Capital Accumulation Plan-2,040$238,370,173$17,532,742$8,594iApproximate average salary by contribution assumption: employee only about $214,862 at 4% or $143,241 at 6%; with 50% employer match about $143,241 at 4% or $95,494 at 6%; with 100% employer match about $107,431 at 4% or $71,621 at 6%.
Group Health Plan-1,839---
Long Term Disability Plan-1,975---
Group Dental Plan-1,832---
Life Insurance Plan-1,975---
Short Term Disability Plan-1,975---
200661,956$217,908,355$15,955,331$8,157iApproximate average salary by contribution assumption: employee only about $203,928 at 4% or $135,952 at 6%; with 50% employer match about $135,952 at 4% or $90,635 at 6%; with 100% employer match about $101,964 at 4% or $67,976 at 6%.
Sei Investments Capital Accumulation Plan-1,956$217,908,355$15,955,331$8,157iApproximate average salary by contribution assumption: employee only about $203,928 at 4% or $135,952 at 6%; with 50% employer match about $135,952 at 4% or $90,635 at 6%; with 100% employer match about $101,964 at 4% or $67,976 at 6%.
Long Term Disability Plan-1,860---
Short Term Disability Plan-1,860---
Life Insurance Plan-1,317---
Group Dental Plan-1,726---
Group Health Plan-1,729---
200561,851$171,352,217$14,266,598$7,708iApproximate average salary by contribution assumption: employee only about $192,688 at 4% or $128,458 at 6%; with 50% employer match about $128,458 at 4% or $85,639 at 6%; with 100% employer match about $96,344 at 4% or $64,229 at 6%.
Sei Investments Capital Accumulation Plan-1,851$171,352,217$14,266,598$7,708iApproximate average salary by contribution assumption: employee only about $192,688 at 4% or $128,458 at 6%; with 50% employer match about $128,458 at 4% or $85,639 at 6%; with 100% employer match about $96,344 at 4% or $64,229 at 6%.
Life Insurance Plan-1,312---
Group Dental Plan-1,674---
Long Term Disability Plan-1,312---
Group Health Plan-1,632---
Short Term Disability Plan-1,780---
200461,746$157,574,434$12,852,271$7,361iApproximate average salary by contribution assumption: employee only about $184,024 at 4% or $122,683 at 6%; with 50% employer match about $122,683 at 4% or $81,789 at 6%; with 100% employer match about $92,012 at 4% or $61,341 at 6%.
Sei Investments Capital Accumulation Plan-1,746$157,574,434$12,852,271$7,361iApproximate average salary by contribution assumption: employee only about $184,024 at 4% or $122,683 at 6%; with 50% employer match about $122,683 at 4% or $81,789 at 6%; with 100% employer match about $92,012 at 4% or $61,341 at 6%.
Life Insurance Plan-1,257---
Short Term Disability Plan-1,696---
Long Term Disability Plan-1,257---
Group Health Plan-1,560---
Group Dental Plan-1,591---
200361,769$131,807,983$11,739,012$6,636iApproximate average salary by contribution assumption: employee only about $165,899 at 4% or $110,599 at 6%; with 50% employer match about $110,599 at 4% or $73,733 at 6%; with 100% employer match about $82,949 at 4% or $55,300 at 6%.
Long Term Disability Plan-1,591---
Short Term Disability Plan-1,591---
200261,608$100,383,084$11,547,192$7,181iApproximate average salary by contribution assumption: employee only about $179,527 at 4% or $119,685 at 6%; with 50% employer match about $119,685 at 4% or $79,790 at 6%; with 100% employer match about $89,764 at 4% or $59,842 at 6%.
200161,646$120,387,157$13,642,447$8,288iApproximate average salary by contribution assumption: employee only about $207,206 at 4% or $138,137 at 6%; with 50% employer match about $138,137 at 4% or $92,092 at 6%; with 100% employer match about $103,603 at 4% or $69,069 at 6%.
200061,668$0$0-
199911,423$106,343,295$8,024,984$5,639iApproximate average salary by contribution assumption: employee only about $140,987 at 4% or $93,991 at 6%; with 50% employer match about $93,991 at 4% or $62,661 at 6%; with 100% employer match about $70,494 at 4% or $46,996 at 6%.