401(k) · DOL Form 5500 · 2022

Amundi US, Inc. 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
463
Participants Below avg headcount
94th
Percentile by assets National rank
$293,796
Avg per participant High balance/head
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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.

  • #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.

#8,380
in Finance & Insurance (9,261 peers)
-13.6%
assets change YoY
1.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Amundi US, Inc. Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$136,027,603 Top 6% higher than 94% of 139,123 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 2022

Amundi US, Inc. Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amundi US, Inc. Savings and Investment Plan sits mid-pack in the medium band (463 participants).

DOL schedule card

Filing strip 135657669 · Amundi US, Inc. PY 2022 · 401(k)

Amundi US, Inc. Savings and Investment Plan · $136M · 463 · 94th

  • SCH $136M
  • SCH 463
  • SCH 94th
  • SCH 401(k)
  • SCH near Beazer Homes USA, Inc. 401(k) Plan
  • SCH ind #8380

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Amundi US, Inc. Savings and Investment Plan in the asset neighbourhood

Amundi US, Inc. Savings and Investment PlanAmundi US, Inc. Savings and …$136MBeazer Homes USA, Inc. 401(k) PlanBeazer Homes USA, Inc. 401(k…$136MKlein Tools Retirement Savings PlanKlein Tools Retirement Savin…$136MGreystone 401(k) Savings Plan$136MGibraltar 401(k) Plan$136M
End-of-year total assets ($M) among Amundi US, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$158M
Net Assets (End of Year)$136M
Net Income-$21M
Employer EIN135657669
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amundi US, Inc.)

Sponsor-wide plan assets over time

All Amundi US, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$304M 24.02241607771645% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $245M $304M ▲ +24.0%
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 Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Amundi US, Inc. Savings and Investment Plan, Total assets ($B): 0.136027603 · Participants: 463Amundi US, Inc. Savings and Investment PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Amundi US, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Amundi US, Inc. Savings and Investment Plan side-by-side with 3 peers →

Amundi US, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Beazer Homes USA, Inc. 401(k) Plan in GA ($136M); by covered participants it is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (463 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

Similar participant headcount

Nearest other-state filings by covered participants (463 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Amundi US, Inc. Savings and Investment Plan assets move in 2022? ▼
Amundi US, Inc. Savings and Investment Plan pulled back noticeably - down 13.6% during 2022, from $158M to $136M. Reported net income was -$21M.
How have Amundi US, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amundi US, Inc.'s sponsor-wide assets grew 24.0%, from $245M to $304M.
Where does Amundi US, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Amundi US, Inc. Savings and Investment Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Amundi US, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beazer Homes USA, Inc. 401(k) Plan in GA ($136M, 1,066 participants).
Which 401(k) plans cover a similar participant headcount to Amundi US, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (463 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135657669.

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.