401(k) · DOL Form 5500 · 2023

Natixis Investment Managers, LLC 401(k) Plan

Data updated 2026-08-25

$558M
Total assets Above avg plan size
998
Participants Near avg headcount
98th
Percentile by assets National rank
$558,969
Avg per participant High balance/head
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Official DOL plan name: 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC · Sponsored by Natixis Investment Managers, LLC · Massachusetts · Finance & Insurance

$558M in assets, 998 participants

Natixis Investment Managers, LLC's 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC reported $558M in total assets and 998 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,507 in Finance & Insurance (8,869 peers)

Where 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC sits by assets

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC sits in the top 5% of all filed plans by assets, $558M for 998 participants (~$558,969/participant), up 19.2% in 2023.

#8,507
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY
5.6×
vs typical plan assets (national mean)

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC's outsized position by total assets

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC vs every filed plan by assets

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

$557,851,120 Top 2% higher than 98% 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

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC 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. 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC sits mid-pack in the medium band (998 participants).

Published 5500 schedule card

Filing strip 134146043 · Natixis Investment Managers, LLC PY 2023 · 401(k)

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC · $558M · 998 · 98th

  • EBSA $558M
  • EBSA 998
  • EBSA 98th
  • EBSA 401(k)
  • EBSA near Kamehameha Schools 401(k) Retirement Savings Plan
  • EBSA ind #8507

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 →

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC in the asset neighbourhood

Marcum LLP 401(k) Plan$558M401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC401(k) Savings and Retiremen…$558MKamehameha Schools 401(k) Retirement Savings PlanKamehameha Schools 401(k) Re…$558MVeradigm LLC. Retirement Savings PlanVeradigm LLC. Retirement Sav…$558MNaes Corporation Retirement & 401(k) PlanNaes Corporation Retirement …$558M
End-of-year total assets ($M) among 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$468M
Net Assets (End of Year)$558M
Net Income$90M
Employer EIN134146043
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Natixis Investment Managers, LLC)

Sponsor-wide plan assets over time

All Natixis Investment Managers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$613M 9.907279024554077% vs 2023
2024 filing year
$540M$560M$580M$600M$620M 20232024 $558M $613M ▲ +9.9%
Year Plans Participants Total Assets
2023 1 998 $558M
2024 1 921 $613M

Nearby 401(k) Plans in Massachusetts

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

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC, Total assets ($B): 0.55785112 · Participants: 998401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLCFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC side-by-side with 3 peers →

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kamehameha Schools 401(k) Retirement Savings Plan in HI ($558M); by covered participants it is Lucid Software Inc. 401(k) Plan in UT (998 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($558M here).

Similar participant headcount

Nearest other-state filings by covered participants (998 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 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC assets move in 2023? ▼
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC grew sharply - up 19.2% during 2023, from $468M to $558M. Reported net income was $90M.
How have Natixis Investment Managers, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Natixis Investment Managers, LLC's sponsor-wide assets grew 9.9%, from $558M to $613M.
Where does 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC rank by assets among Form 5500 filers? ▼
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Kamehameha Schools 401(k) Retirement Savings Plan in HI ($558M, 2,460 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucid Software Inc. 401(k) Plan in UT (998 participants, $66M 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 134146043.

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.