401(k) · DOL Form 5500 · 2023

Natixis North America LLC 401(k) Plan

Data updated 2026-08-25

$389M
Total assets Above avg plan size
814
Participants Near avg headcount
97th
Percentile by assets National rank
$478,413
Avg per participant High balance/head
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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.

  • #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.

#8,394
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Natixis US Group 401(k) Plan's outsized position by total assets

Natixis US Group 401(k) Plan vs every filed plan by assets

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

$389,428,438 Top 3% higher than 97% 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

Natixis US Group 401(k) 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. Natixis US Group 401(k) Plan sits mid-pack in the medium band (814 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 272765452 · Natixis North America LLC PY 2023 · 401(k)

Natixis US Group 401(k) Plan · $389M · 814 · 97th

  • RANK $389M
  • PHOTO 814
  • IND 97th
  • EOY 401(k)
  • 5500 near Stepan Company Savings and Investment Retirement Plan
  • ASSETS ind #8394

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 New York →

Natixis US Group 401(k) Plan in the asset neighbourhood

Stericycle, Inc. 401(k) Retirement PlanStericycle, Inc. 401(k) Reti…$390MNatixis US Group 401(k) Plan$389MStepan Company Savings and Investment Retirement PlanStepan Company Savings and I…$389MCwt 401(k) Plan$389MAbt Associates Inc. Profit Sharing and Savings PlanAbt Associates Inc. Profit S…$389M
End-of-year total assets ($M) among Natixis US Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$324M
Net Assets (End of Year)$389M
Net Income$66M
Employer EIN272765452
Plan Effective Date2002-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Natixis North America LLC)

Sponsor-wide plan assets over time

All Natixis North America LLC plans reported in each filing year

Latest sponsor-wide plan assets
$570M 35.330164452989976% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $421M $570M ▲ +35.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Natixis US Group 401(k) Plan, Total assets ($B): 0.389428438 · Participants: 814Natixis US Group 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Natixis US Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Natixis US Group 401(k) Plan side-by-side with 3 peers →

Natixis US Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stepan Company Savings and Investment Retirement Plan in IL ($389M); by covered participants it is Eci, Inc. 401(k) Plan in MO (814 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($389M here).

Similar participant headcount

Nearest other-state filings by covered participants (814 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 Natixis US Group 401(k) Plan assets move in 2023? ▼
Natixis US Group 401(k) Plan grew sharply - up 20.3% during 2023, from $324M to $389M. Reported net income was $66M.
How have Natixis North America LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Natixis North America LLC's sponsor-wide assets grew 35.3%, from $421M to $570M.
Where does Natixis US Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Natixis US Group 401(k) Plan ranks in the 97th 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 Natixis US Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stepan Company Savings and Investment Retirement Plan in IL ($389M, 1,274 participants).
Which 401(k) plans cover a similar participant headcount to Natixis US Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eci, Inc. 401(k) Plan in MO (814 participants, $28M 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 272765452.

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.