Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

NATIXIS US CIB DEFINED BENEFIT PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NATIXIS NORTH AMERICA LLC

This Defined Benefit (Pension) plan holds $104M in total assets and serves 169 participants as of 2023. It is sponsored by NATIXIS NORTH AMERICA LLC in New York. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$104M
Participants
169
State
Industry
Finance & Insurance

What the Filing Says About NATIXIS US CIB DEFINED BENEFIT PENSION PLAN

NATIXIS US CIB DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by NATIXIS NORTH AMERICA LLC, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $104M in total end-of-year assets and covers 169 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 272765452, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $98M at the beginning of 2023 to $104M at year-end — a gain of 6.5%. Net assets (after liabilities) closed the year at $104M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$98M
Total Assets (End of Year)$104M
Net Assets (End of Year)$104M
Net Income$6M
Plan TypeDefined Benefit (Pension)
Employer EIN272765452
Plan Effective Date1990-01-01
Filing StatusFILING 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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NATIXIS US CIB DEFINED BENEFIT PENSION PLAN?
As of the 2023 Form 5500 filing, NATIXIS US CIB DEFINED BENEFIT PENSION PLAN holds $104M in total assets with 169 participants. It is sponsored by NATIXIS NORTH AMERICA LLC.
What type of plan is NATIXIS US CIB DEFINED BENEFIT PENSION PLAN?
NATIXIS US CIB DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 272765452.
Who sponsors the NATIXIS US CIB DEFINED BENEFIT PENSION PLAN?
NATIXIS US CIB DEFINED BENEFIT PENSION PLAN is sponsored by NATIXIS NORTH AMERICA LLC, located in New York. The sponsor's EIN is 272765452 and the plan operates in the Finance & Insurance industry.
How did NATIXIS US CIB DEFINED BENEFIT PENSION PLAN perform in 2023?
NATIXIS US CIB DEFINED BENEFIT PENSION PLAN grew by 6.5% during 2023, moving from $98M to $104M in total assets. Net income was $6M.
Where can I find official filings for NATIXIS US CIB DEFINED BENEFIT PENSION PLAN?
Official Form 5500 filings for NATIXIS US CIB DEFINED BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 272765452 or plan name at efast.dol.gov.
How does NATIXIS US CIB DEFINED BENEFIT PENSION PLAN compare to other plans?
You can compare NATIXIS US CIB DEFINED BENEFIT PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.