401(k) · DOL Form 5500 · 2024
Amundi US, Inc. 401(k) Plan
Data updated 2026-08-11
- $174M
- Total assets
- 473
- Participants
- 94th
- Percentile by assets
- $368,318
- Avg per participant
Official DOL plan name: Amundi US, Inc. Savings and Investment Plan · Sponsored by Amundi US, Inc. · Massachusetts · Finance & Insurance
$174M in assets, 473 participants
Amundi US, Inc.'s Amundi US, Inc. Savings and Investment Plan reported $174M in total assets and 473 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,696 in Finance & Insurance (8,549 peers)
Where Amundi US, Inc. Savings and Investment Plan sits by assets
Amundi US, Inc. Savings and Investment Plan sits in the top 10% of all filed plans by assets, $174M for 473 participants (~$368,318/participant), up 11.7% in 2024.
- $174M
- total plan assets (2024 EOY)
- 473
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $368,318
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amundi US, Inc. Savings and Investment Plan end-of-year assets rose from $156M in the plan year 2023 filing to $174M in the plan year 2024 filing.
- Amundi US, Inc. Savings and Investment Plan reported net income fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Amundi US, Inc. Savings and Investment Plan reported participants fell from 506 in the plan year 2023 filing to 473 in the plan year 2024 filing.
Amundi US, Inc. Savings and Investment Plan vs the 2024 asset distribution
By assets, Amundi US, Inc. Savings and Investment Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | $18M |
| Employer EIN | 135657669 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amundi US, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 912 | $245M |
| 2023 | 2 | 894 | $281M |
| 2024 | 2 | 852 | $304M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Amundi US, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Amundi US, Inc. Savings and Investment Plan by total assets, not by location.
- Nexteer Automotive Hourly 401(k) Retirement Plan (MI) $174M · 2,030
- Goodfellow Bros., LLC Profit Sharing and 401(k) Plan (WA) $174M · 420
- Whitman, Requardt & Associates, LLP 401(k) Plan (MD) $174M · 866
- Ziply Fiber 401(k) Plan (WA) $174M · 1,589
Frequently Asked Questions
How did Amundi US, Inc. Savings and Investment Plan assets move in 2024? ▼
How have Amundi US, Inc. plan assets changed over time? ▼
Where does Amundi US, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Amundi US, Inc. Savings and Investment Plan? ▼
Next read for Amundi US, Inc. Savings and Investment P…
Scale reading
Ways to act on Amundi US, Inc. Savings and Investment Plan's numbers.
- By total assets, Amundi US, Inc. Savings and Investment Plan ranks in the top 10% 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
- Amundi US, Inc.'s sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Finance & Insurance plans