Money Purchase · DOL Form 5500 · 2022
Amundi US, Inc. Money Purchase Plan
Data updated 2026-08-06
- $109M
- Total assets
- 449
- Participants
- 93rd
- Percentile by assets
- $243,113
- Avg per participant
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.
- 93rd percentile by assets (of 139,258 plans)
- #8,256 in Finance & Insurance (9,267 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.
- $109M
- total plan assets (2022 EOY)
- 449
- covered participants
- 93rd
- percentile by assets (of 139,258 plans)
- $243,113
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Amundi US, Inc. Retirement Benefit Plan outranks 93% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | -$15M |
| Employer EIN | 135657669 |
| Plan Effective Date | 1968-01-01 |
| 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 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
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Amundi US, Inc. Retirement Benefit Plan by total assets, not by location.
- Central Texas College Employees Pension Plan and Trust (TX) $110M · 688
- Hawaii Sheet Metal Workers Annuity Profit Sharing (HI) $109M · 519
- Mid-Atlantic States District Council Participating Locals Annuity Fund (VA) $108M · 2,809
- South Central Annuity Fund (TX) $107M · 8,341
Frequently Asked Questions
How did Amundi US, Inc. Retirement Benefit Plan assets move in 2022? ▼
How have Amundi US, Inc. plan assets changed over time? ▼
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Next read for Amundi US, Inc. Retirement Benefit Plan
Scale reading
Ways to act on Amundi US, Inc. Retirement Benefit Plan's numbers.
- By total assets, Amundi US, Inc. Retirement Benefit Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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