401(k) · DOL Form 5500 · 2023

Amundi US, Inc. 401(k) Plan

Data updated 2026-08-11

$156M
Total assets
506
Participants
94th
Percentile by assets
$308,303
Avg per participant
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Official DOL plan name: Amundi US, Inc. Savings and Investment Plan · Sponsored by Amundi US, Inc. · Massachusetts · Finance & Insurance

$156M in assets, 506 participants

Amundi US, Inc.'s Amundi US, Inc. Savings and Investment Plan reported $156M in total assets and 506 participants in its 2023 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 127,072 plans)
  • #8,004 in Finance & Insurance (8,869 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, $156M for 506 participants (~$308,303/participant), up 14.7% in 2023.

$156M
total plan assets (2023 EOY)
506
covered participants
94th
percentile by assets (of 127,072 plans)
$308,303
avg assets per participant

Where Amundi US, Inc. Savings and Investment Plan sits by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$156,001,313 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amundi US, Inc. Savings and Investment Plan reported net income rose from -$21M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Amundi US, Inc. Savings and Investment Plan end-of-year assets rose from $136M in the plan year 2022 filing to $156M in the plan year 2023 filing.
  • Amundi US, Inc. Savings and Investment Plan reported participants rose from 463 in the plan year 2022 filing to 506 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Finance & Insurance

Amundi US, Inc. Savings and Investment Plan vs the 2023 asset distribution

By assets, Amundi US, Inc. Savings and Investment Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$156M
Net Income$20M
Employer EIN135657669
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amundi US, Inc.)

$220M$240M$260M$280M$300M$320M 202220232024 $245M $304M ▲ +24.0%
Total plan assets by year, all Amundi US, Inc. plans on file
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Amundi US, Inc. Savi…, Total assets ($B): 0.156001313 · Participants: 506Amundi US, Inc. Savi…Fidelity Retirement …, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Co…Philips North Americ…, Total assets ($B): 5.779286156 · Participants: 19120Philips North Americ…
Amundi US, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Amundi US, Inc. Savings and Investment P… side-by-side with 3 peers →

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.

Frequently Asked Questions

How did Amundi US, Inc. Savings and Investment Plan assets move in 2023? ▼
Amundi US, Inc. Savings and Investment Plan grew at a solid clip - up 14.7% during 2023, from $136M to $156M. Reported net income was $20M.
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 127,072 plans that reported assets for plan year 2023 (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 Engineering Consulting Services, Ltd. 401(k) Retirement Plan in VA ($156M, 2,183 participants).

Next read for Amundi US, Inc. Savings and Investment P…

Scale reading

Ways to act on Amundi US, Inc. Savings and Investment Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.