401(k) · DOL Form 5500 · 2022

Natixis North America LLC 401(k) Plan

Data updated 2026-08-25

$324M
Total assets Above avg plan size
776
Participants Near avg headcount
97th
Percentile by assets National rank
$417,059
Avg per participant High balance/head
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Official DOL plan name: Natixis US Group 401(k) Plan · Sponsored by Natixis North America LLC · New York · Finance & Insurance

$324M in assets, 776 participants

Natixis North America LLC's Natixis US Group 401(k) Plan reported $324M in total assets and 776 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,770 in Finance & Insurance (9,261 peers)

Where Natixis US Group 401(k) Plan sits by assets

Natixis US Group 401(k) Plan sits in the top 5% of all filed plans by assets, $324M for 776 participants (~$417,059/participant), down 15.1% in 2022.

#8,770
in Finance & Insurance (9,261 peers)
-15.1%
assets change YoY
3.2×
vs typical plan assets (national mean)

The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Natixis US Group 401(k) Plan's outsized position by total assets

Natixis US Group 401(k) Plan vs every filed plan by assets

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

$323,638,096 Top 3% higher than 97% 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

Natixis US Group 401(k) 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. Natixis US Group 401(k) Plan sits mid-pack in the medium band (776 participants).

EBSA filing schedule strip

Filing strip 272765452 · Natixis North America LLC PY 2022 · 401(k)

Natixis US Group 401(k) Plan · $324M · 776 · 97th

  • ASSETS $324M
  • PCT 776
  • EIN 97th
  • RANK 401(k)
  • PHOTO near Otter Tail Corporation Retirement Savings
  • IND ind #8770

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 New York →

Natixis US Group 401(k) Plan in the asset neighbourhood

Ardagh North America Bargaining 401(k) PlanArdagh North America Bargain…$325MCompucom Systems Retirement Savings PlanCompucom Systems Retirement …$324MShamrock Foods Company 401(k) Plan and TrustShamrock Foods Company 401(k…$324MNatixis US Group 401(k) Plan$324MOtter Tail Corporation Retirement SavingsOtter Tail Corporation Retir…$323M
End-of-year total assets ($M) among Natixis US Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$381M
Net Assets (End of Year)$324M
Net Income-$58M
Employer EIN272765452
Plan Effective Date2002-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Natixis North America LLC)

Sponsor-wide plan assets over time

All Natixis North America LLC plans reported in each filing year

Latest sponsor-wide plan assets
$570M 35.330164452989976% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $421M $570M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 969 $421M
2023 2 983 $493M
2024 2 988 $570M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Natixis US Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Natixis US Group 401(k) Plan, Total assets ($B): 0.323638096 · Participants: 776Natixis US Group 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Natixis US Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Natixis US Group 401(k) Plan side-by-side with 3 peers →

Natixis US Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Otter Tail Corporation Retirement Savings in IL ($323M); by covered participants it is Marel USA 401(k) Retirement Plan in KS (776 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($324M here).

Similar participant headcount

Nearest other-state filings by covered participants (776 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 Natixis US Group 401(k) Plan assets move in 2022? ▼
Natixis US Group 401(k) Plan declined sharply - down 15.1% during 2022, from $381M to $324M. Reported net income was -$58M.
How have Natixis North America LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Natixis North America LLC's sponsor-wide assets grew 35.3%, from $421M to $570M.
Where does Natixis US Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Natixis US Group 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Natixis US Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Otter Tail Corporation Retirement Savings in IL ($323M, 2,553 participants).
Which 401(k) plans cover a similar participant headcount to Natixis US Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marel USA 401(k) Retirement Plan in KS (776 participants, $103M 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 272765452.

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.