401(k) · DOL Form 5500 · 2024

Natixis Investment Managers, LLC 401(k) Plan

Data updated 2026-08-11

$613M
Total assets: 921
Participants: 98th
Percentile by assets: $665,710
Avg per participant

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.

98th percentile by assets (of 123,622 plans)
#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.

$613M
total plan assets (2024 EOY): 921
covered participants: 98th
percentile by assets (of 123,622 plans): $665,710
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC vs the 2024 asset distribution

By assets, 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 6.2x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Natixis Investment Managers, LLC plans on file

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.

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC 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

Compare 401(k) Savings and Retirement Plan, Spon… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC by total assets, not by location.

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

Frequently Asked Questions

How did 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC assets move in 2024? ▼

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC grew at a solid clip - up 9.9% during 2024, from $558M to $613M. Reported net income was $55M.

How have Natixis Investment Managers, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Natixis Investment Managers, LLC's sponsor-wide assets grew 9.9%, from $558M to $613M.

Where does 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC rank by assets among Form 5500 filers? ▼

401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC? ▼

Among 401(k) plans in other states, the closest by assets is Optum Partner Services 401(k) Savings Plan in MN ($613M, 3,588 participants).

Next read for 401(k) Savings and Retirement Plan, Spon…

Scale reading

Ways to act on 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC's numbers.

By total assets, 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC ranks in the top 5% 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
Natixis Investment Managers, LLC's sponsor-wide assets have grown 9.9% since 2023 across 2 plan years on file. More Finance & Insurance plans

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 134146043.