Money Purchase · DOL Form 5500 · 2023

Amundi US, Inc. Money Purchase Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
388
Participants Below avg headcount
93rd
Percentile by assets National rank
$321,858
Avg per participant High balance/head
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Official DOL plan name: Amundi US, Inc. Retirement Benefit Plan · Sponsored by Amundi US, Inc. · Massachusetts · Finance & Insurance

$125M in assets, 388 participants

Amundi US, Inc.'s Amundi US, Inc. Retirement Benefit Plan reported $125M in total assets and 388 participants in its 2023 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.

  • #7,857 in Finance & Insurance (8,869 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, $125M for 388 participants (~$321,858/participant), up 14.4% in 2023.

#7,857
in Finance & Insurance (8,869 peers)
+14.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$124,880,731 Top 7% higher than 93% of 127,068 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 2023

Amundi US, Inc. Retirement Benefit Plan among mid-size filed plans by headcount

Plan-year 2023 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 (388 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amundi US, Inc. Retirement Benefit Plan reported net income rose from -$15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Amundi US, Inc. Retirement Benefit Plan end-of-year assets rose from $109M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Amundi US, Inc. Retirement Benefit Plan reported participants fell from 449 in the plan year 2022 filing to 388 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135657669 · Amundi US, Inc. PY 2023 · Money Purchase

Amundi US, Inc. Retirement Benefit Plan · $125M · 388 · 93rd

  • BOY $125M
  • SCH 388
  • EBSA 93rd
  • PART Money Purchase
  • TYPE near Central Iowa Carpenters Money Purchase Plan
  • NET ind #7857

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

Dechert LLP Pension Plan No. 1 for PartnersDechert LLP Pension Plan No.…$127MMbia Inc. Employees Pension PlanMbia Inc. Employees Pension …$126MCentral Iowa Carpenters Money Purchase PlanCentral Iowa Carpenters Mone…$125MAmundi US, Inc. Retirement Benefit PlanAmundi US, Inc. Retirement B…$125MIron Workers Local 399 Annuity FundIron Workers Local 399 Annui…$122M
End-of-year total assets ($M) among Amundi US, Inc. Retirement Benefit Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$125M
Net Income$16M
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 0123 Total assets ($B) Participants Amundi US, Inc. Retirement Benefit Plan, Total assets ($B): 0.124880731 · Participants: 388Amundi US, Inc. Retirement Benefit PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical 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 Iowa Carpenters Money Purchase Plan in MN ($125M); by covered participants it is Kaiser Permanente Northwest Supplemental Retirement Plan in CA (387 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($125M here).

Similar participant headcount

Nearest other-state filings by covered participants (388 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Amundi US, Inc. Retirement Benefit Plan grew at a solid clip - up 14.4% during 2023, from $109M to $125M. Reported net income was $16M.
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 127,072 plans that reported assets for plan year 2023 (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 Iowa Carpenters Money Purchase Plan in MN ($125M, 1,134 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 Kaiser Permanente Northwest Supplemental Retirement Plan in CA (387 participants, $52M in assets).

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.