401(k) · DOL Form 5500 · 2023

Natixis Investment Managers, LLC 401(k) Plan

Data updated 2026-08-11

$558M
Total assets
998
Participants
98th
Percentile by assets
$558,969
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$558M
total plan assets (2023 EOY)
998
covered participants
98th
percentile by assets (of 127,072 plans)
$558,969
avg assets per participant

Where 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC sits 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 $2,010,000,000 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

State
Massachusetts
Industry
Finance & Insurance

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC vs the 2023 asset distribution

By assets, 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.6x the national average plan size of $100M (721 average participants).

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)

$540M$560M$580M$600M$620M 20232024 $558M $613M ▲ +9.9%
Total plan assets by year, all Natixis Investment Managers, LLC plans on file
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 ($B) Participants 401(k) Savings and R…, Total assets ($B): 0.55785112 · Participants: 998401(k) Savings and R…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…
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, Spon… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC by total assets, not by location.

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).

Next read for 401(k) Savings and Retirement Plan, Spon…

Scale reading

Ways to act on 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC's numbers.

  • By total assets, 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • Natixis Investment Managers, LLC's sponsor-wide assets have grown 9.9% since 2023 across 2 plan years on file. More Finance & Insurance plans

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.