Money Purchase · DOL Form 5500 · 2022

Amundi US, Inc. Money Purchase Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
449
Participants Below avg headcount
93rd
Percentile by assets National rank
$243,113
Avg per participant Above avg balance/head
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Official DOL plan name: Amundi US, Inc. Retirement Benefit Plan · Sponsored by Amundi US, Inc. · Massachusetts · Finance & Insurance

$109M in assets, 449 participants

Amundi US, Inc.'s Amundi US, Inc. Retirement Benefit Plan reported $109M in total assets and 449 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,251 in Finance & Insurance (9,261 peers)

Where Amundi US, Inc. Retirement Benefit Plan sits by assets

Amundi US, Inc. Retirement Benefit Plan sits in the top 10% of all filed plans by assets, $109M for 449 participants (~$243,113/participant), down 12.0% in 2022.

#8,251
in Finance & Insurance (9,261 peers)
-12.0%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amundi US, Inc. Retirement Benefit Plan's outsized position by total assets

Amundi US, Inc. Retirement Benefit Plan vs every filed plan by assets

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

$109,157,664 Top 7% higher than 93% 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. Retirement Benefit 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. Retirement Benefit Plan sits mid-pack in the medium band (449 participants).

DOL schedule card

Filing strip 135657669 · Amundi US, Inc. PY 2022 · Money Purchase

Amundi US, Inc. Retirement Benefit Plan · $109M · 449 · 93rd

  • PART $109M
  • TYPE 449
  • NET 93rd
  • BOOK Money Purchase
  • VS-ST near Central Texas College Employees Pension Plan and Trust
  • BOY ind #8251

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. Retirement Benefit Plan in the asset neighbourhood

Central Texas College Employees Pension Plan and TrustCentral Texas College Employ…$110MAmundi US, Inc. Retirement Benefit PlanAmundi US, Inc. Retirement B…$109MHawaii Sheet Metal Workers Annuity Profit SharingHawaii Sheet Metal Workers A…$109MMid-Atlantic States District Council Participating Locals Annuity FundMid-Atlantic States District…$108MSouth Central Annuity Fund$107M
End-of-year total assets ($M) among Amundi US, Inc. Retirement Benefit Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$109M
Net Income-$15M
Employer EIN135657669
Plan Effective Date1968-01-01
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 Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Amundi US, Inc. Retirement Benefit Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants Amundi US, Inc. Retirement Benefit Plan, Total assets ($B): 0.109157664 · Participants: 449Amundi US, Inc. Retirement Benefit PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Amundi US, Inc. Retirement Benefit Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Amundi US, Inc. Retirement Benefit Plan side-by-side with 3 peers →

Amundi US, Inc. Retirement Benefit Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Central Texas College Employees Pension Plan and Trust in TX ($110M); by covered participants it is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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. Retirement Benefit Plan assets move in 2022? ▼
Amundi US, Inc. Retirement Benefit Plan pulled back noticeably - down 12.0% during 2022, from $124M to $109M. Reported net income was -$15M.
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. Retirement Benefit Plan rank by assets among Form 5500 filers? ▼
Amundi US, Inc. Retirement Benefit Plan ranks in the 93rd 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 Money Purchase plans are similar in size to Amundi US, Inc. Retirement Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Central Texas College Employees Pension Plan and Trust in TX ($110M, 688 participants).
Which Money Purchase plans cover a similar participant headcount to Amundi US, Inc. Retirement Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (450 participants, $31M 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.