Defined Benefit (Pension) · DOL Form 5500 · 2024

Natixis North America LLC Pension Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
153
Participants Small participant base
90th
Percentile by assets National rank
$649,738
Avg per participant High balance/head
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Official DOL plan name: Natixis US Cib Defined Benefit Pension Plan · Sponsored by Natixis North America LLC · New York · Finance & Insurance

$99M in assets, 153 participants

Natixis North America LLC's Natixis US Cib Defined Benefit Pension Plan reported $99M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,268 in Finance & Insurance (8,549 peers)

Coverage in New York

Natixis US Cib Defined Benefit Pension Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $99M.

#7,268
in Finance & Insurance (8,549 peers)
-4.3%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Natixis US Cib Defined Benefit Pension Plan's outsized position by total assets

Natixis US Cib Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$99,409,882 Top 10% higher than 90% of 123,620 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 2024

Natixis US Cib Defined Benefit Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Natixis US Cib Defined Benefit Pension Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Natixis US Cib Defined Benefit Pension Plan reported net income fell from $6M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Natixis US Cib Defined Benefit Pension Plan reported participants fell from 169 in the plan year 2023 filing to 153 in the plan year 2024 filing.
  • Natixis US Cib Defined Benefit Pension Plan end-of-year assets fell from $104M in the plan year 2023 filing to $99M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 272765452 · Natixis North America LLC PY 2024 · Defined Benefit (Pension)

Natixis US Cib Defined Benefit Pension Plan · $99M · 153 · 90th

  • PCT $99M
  • PCT 153
  • PCT 90th
  • PCT Defined Benefit (Pension)
  • PCT near Concord General Mutual Insurance Company Employees Pension Plan
  • PCT ind #7268

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 Cib Defined Benefit Pension Plan in the asset neighbourhood

Natixis US Cib Defined Benefit Pension PlanNatixis US Cib Defined Benef…$99MConcord General Mutual Insurance Company Employees Pension PlanConcord General Mutual Insur…$99MBerwind Corporation Employees' Retirement PlanBerwind Corporation Employee…$99MGolden Valley Electric Association Retirement PlanGolden Valley Electric Assoc…$99MMainegeneral Health Pension PlanMainegeneral Health Pension …$99M
End-of-year total assets ($M) among Natixis US Cib Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$99M
Net Income-$4M
Employer EIN272765452
Plan Effective Date1990-01-01
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 Defined Benefit (Pension) Plans in New York

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

Natixis US Cib Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Natixis US Cib Defined Benefit Pension Plan, Total assets ($B): 0.099409882 · Participants: 153Natixis US Cib Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Natixis US Cib Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Natixis US Cib Defined Benefit Pension Plan side-by-side with 3 peers →

Natixis US Cib Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Concord General Mutual Insurance Company Employees Pension Plan in NH ($99M); by covered participants it is IBEW Local Union No 607 Pension in NJ (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Natixis US Cib Defined Benefit Pension Plan assets move in 2024? ▼
Natixis US Cib Defined Benefit Pension Plan edged down modestly - down 4.3% during 2024, from $104M to $99M. Reported net income was -$4M.
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 Cib Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Natixis US Cib Defined Benefit Pension Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Natixis US Cib Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Concord General Mutual Insurance Company Employees Pension Plan in NH ($99M, 72 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Natixis US Cib Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local Union No 607 Pension in NJ (153 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.