401(k) · DOL Form 5500 · 2024
Natixis Investment Managers, LLC 401(k) Plan
Data updated 2026-08-25
- $613M
- Total assets Above avg plan size
- 921
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $665,710
- Avg per participant High balance/head
Official DOL plan name: 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC · Sponsored by Natixis Investment Managers, LLC · Massachusetts · Finance & Insurance
$613M in assets, 921 participants
Natixis Investment Managers, LLC's 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC reported $613M in total assets and 921 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,188 in Finance & Insurance (8,549 peers)
Where 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC sits by assets
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC sits in the top 5% of all filed plans by assets, $613M for 921 participants (~$665,710/participant), up 9.9% in 2024.
- #8,188
- in Finance & Insurance (8,549 peers)
- +9.9%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC's outsized position by total assets
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$613,118,987 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC 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. 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC sits mid-pack in the medium band (921 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC reported net income fell from $90M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC end-of-year assets rose from $558M in the plan year 2023 filing to $613M in the plan year 2024 filing.
- 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC reported participants fell from 998 in the plan year 2023 filing to 921 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 134146043 · Natixis Investment Managers, LLC PY 2024 · 401(k)
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC · $613M · 921 · 98th
- PART $613M
- PART 921
- PART 98th
- PART 401(k)
- PART near Optum Partner Services 401(k) Savings Plan
- PART ind #8188
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 →
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $558M |
|---|---|
| Net Assets (End of Year) | $613M |
| Net Income | $55M |
| Employer EIN | 134146043 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Natixis Investment Managers, LLC)
Sponsor-wide plan assets over time
All Natixis Investment Managers, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $613M 9.907279024554077% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 998 | $558M |
| 2024 | 1 | 921 | $613M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Optum Partner Services 401(k) Savings Plan in MN ($613M); by covered participants it is Passavant Memorial Homes Union Employees 401(k) Plan in PA (921 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($613M here).
- Optum Partner Services 401(k) Savings Plan (MN) $613M · 3,588
- Patterson-Uti Energy, Inc. 401(k) Profit Sharing Plan (TX) $613M · 5,714
- Informatica LLC 401(k) Retirement Plan (CA) $613M · 1,580
- Stinson LLP Retirement Plan (MO) $614M · 872
Similar participant headcount
Nearest other-state filings by covered participants (921 participants); asset peers above are excluded.
- Passavant Memorial Homes Union Employees 401(k) Plan (PA) 921 · 0 off
- Voltyx 401(k) Plan (MO) 921 · 0 off
- Peoples First Properties Retirement Savings Plan (FL) 921 · 0 off
- Eastern Metal Supply, Inc. 401(k) Profit Sharing Plan (FL) 921 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.