401(k) · DOL Form 5500 · 2022
Amundi US, Inc. 401(k) Plan
Data updated 2026-08-11
- $136M
- Total assets
- 463
- Participants
- 94th
- Percentile by assets
- $293,796
- Avg per participant
Official DOL plan name: Amundi US, Inc. Savings and Investment Plan · Sponsored by Amundi US, Inc. · Massachusetts · Finance & Insurance
$136M in assets, 463 participants
Amundi US, Inc.'s Amundi US, Inc. Savings and Investment Plan reported $136M in total assets and 463 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,380 in Finance & Insurance (9,261 peers)
Where Amundi US, Inc. Savings and Investment Plan sits by assets
Amundi US, Inc. Savings and Investment Plan sits in the top 10% of all filed plans by assets, $136M for 463 participants (~$293,796/participant), down 13.6% in 2022.
- $136M
- total plan assets (2022 EOY)
- 463
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $293,796
- avg assets per participant
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Amundi US, Inc. Savings and Investment Plan vs the 2022 asset distribution
By assets, Amundi US, Inc. Savings and Investment Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | -$21M |
| Employer EIN | 135657669 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amundi US, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 912 | $245M |
| 2023 | 2 | 894 | $281M |
| 2024 | 2 | 852 | $304M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Amundi US, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Amundi US, Inc. Savings and Investment Plan by total assets, not by location.
- Beazer Homes USA, Inc. 401(k) Plan (GA) $136M · 1,066
- Klein Tools Retirement Savings Plan (TX) $136M · 1,498
- Greystone 401(k) Savings Plan (NY) $136M · 1,299
- Gibraltar 401(k) Plan (NY) $136M · 1,705
Frequently Asked Questions
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Ways to act on Amundi US, Inc. Savings and Investment Plan's numbers.
- By total assets, Amundi US, Inc. Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Amundi US, Inc.'s sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Finance & Insurance plans