401(k) · DOL Form 5500 · 2024

Amundi US, Inc. 401(k) Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
473
Participants Below avg headcount
94th
Percentile by assets National rank
$368,318
Avg per participant High balance/head
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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.

  • #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.

#7,696
in Finance & Insurance (8,549 peers)
+11.7%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Amundi US, Inc. Savings and Investment Plan's outsized position by total assets

Amundi US, Inc. Savings and Investment Plan vs every filed plan by assets

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

$174,214,593 Top 6% higher than 94% 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

Amundi US, Inc. Savings and Investment 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. Amundi US, Inc. Savings and Investment Plan sits mid-pack in the medium band (473 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 135657669 · Amundi US, Inc. PY 2024 · 401(k)

Amundi US, Inc. Savings and Investment Plan · $174M · 473 · 94th

  • RANK $174M
  • RANK 473
  • RANK 94th
  • RANK 401(k)
  • RANK near Nexteer Automotive Hourly 401(k) Retirement Plan
  • RANK ind #7696

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 Massachusetts →

Amundi US, Inc. Savings and Investment Plan in the asset neighbourhood

Whitman, Requardt & Associates, LLP 401(k) PlanWhitman, Requardt & Associat…$174MGoodfellow Bros., LLC Profit Sharing and 401(k) PlanGoodfellow Bros., LLC Profit…$174MAmundi US, Inc. Savings and Investment PlanAmundi US, Inc. Savings and …$174MNexteer Automotive Hourly 401(k) Retirement PlanNexteer Automotive Hourly 40…$174MZiply Fiber 401(k) Plan$174M
End-of-year total assets ($M) among Amundi US, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)$174M
Net Income$18M
Employer EIN135657669
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amundi US, Inc.)

Sponsor-wide plan assets over time

All Amundi US, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$304M 24.02241607771645% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $245M $304M ▲ +24.0%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Amundi US, Inc. Savings and Investment Plan, Total assets ($B): 0.174214593 · Participants: 473Amundi US, Inc. Savings and Investment PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Amundi US, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Amundi US, Inc. Savings and Investment Plan side-by-side with 3 peers →

Amundi US, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nexteer Automotive Hourly 401(k) Retirement Plan in MI ($174M); by covered participants it is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (473 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($174M here).

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Amundi US, Inc. Savings and Investment Plan assets move in 2024? ▼
Amundi US, Inc. Savings and Investment Plan grew at a solid clip - up 11.7% during 2024, from $156M to $174M. Reported net income was $18M.
How have Amundi US, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amundi US, Inc.'s sponsor-wide assets grew 24.0%, from $245M to $304M.
Where does Amundi US, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Amundi US, Inc. Savings and Investment Plan ranks in the 94th 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 401(k) plans are similar in size to Amundi US, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nexteer Automotive Hourly 401(k) Retirement Plan in MI ($174M, 2,030 participants).
Which 401(k) plans cover a similar participant headcount to Amundi US, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (473 participants, $165M 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 135657669.

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.