401(k) · DOL Form 5500 · 2023
Natixis North America LLC 401(k) Plan
Data updated 2026-08-11
- $389M
- Total assets
- 814
- Participants
- 97th
- Percentile by assets
- $478,413
- Avg per participant
Official DOL plan name: Natixis US Group 401(k) Plan · Sponsored by Natixis North America LLC · New York · Finance & Insurance
$389M in assets, 814 participants
Natixis North America LLC's Natixis US Group 401(k) Plan reported $389M in total assets and 814 participants in its 2023 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.
- 97th percentile by assets (of 127,072 plans)
- #8,394 in Finance & Insurance (8,869 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, $389M for 814 participants (~$478,413/participant), up 20.3% in 2023.
- $389M
- total plan assets (2023 EOY)
- 814
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $478,413
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Natixis US Group 401(k) Plan reported net income rose from -$58M in the plan year 2022 filing to $66M in the plan year 2023 filing.
- Natixis US Group 401(k) Plan end-of-year assets rose from $324M in the plan year 2022 filing to $389M in the plan year 2023 filing.
- Natixis US Group 401(k) Plan reported participants rose from 776 in the plan year 2022 filing to 814 in the plan year 2023 filing.
Natixis US Group 401(k) Plan vs the 2023 asset distribution
By assets, Natixis US Group 401(k) Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $324M |
|---|---|
| Net Assets (End of Year) | $389M |
| Net Income | $66M |
| Employer EIN | 272765452 |
| Plan Effective Date | 2002-12-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Natixis North America LLC)
| 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Natixis US Group 401(k) Plan by total assets, not by location.
- Stepan Company Savings and Investment Retirement Plan (IL) $389M · 1,274
- Cwt 401(k) Plan (MN) $389M · 2,690
- Abt Associates Inc. Profit Sharing and Savings Plan (MA) $389M · 1,228
- Stericycle, Inc. 401(k) Retirement Plan (IL) $390M · 8,955
Frequently Asked Questions
How did Natixis US Group 401(k) Plan assets move in 2023? ▼
How have Natixis North America LLC plan assets changed over time? ▼
Where does Natixis US Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Natixis US Group 401(k) Plan? ▼
Next read for Natixis US Group 401(k) Plan
Scale reading
Ways to act on Natixis US Group 401(k) Plan's numbers.
- By total assets, Natixis US Group 401(k) Plan 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 New York. Compare plans
- Natixis North America LLC's sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Finance & Insurance plans