Money Purchase · DOL Form 5500 · 2024

Amundi US, Inc. Money Purchase Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
379
Participants Below avg headcount
92nd
Percentile by assets National rank
$342,665
Avg per participant High balance/head
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Official DOL plan name: Amundi US, Inc. Retirement Benefit Plan · Sponsored by Amundi US, Inc. · Massachusetts · Finance & Insurance

$130M in assets, 379 participants

Amundi US, Inc.'s Amundi US, Inc. Retirement Benefit Plan reported $130M in total assets and 379 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,499 in Finance & Insurance (8,549 peers)

Where Amundi US, Inc. Retirement Benefit Plan sits by assets

Amundi US, Inc. Retirement Benefit Plan sits in the top 10% of all filed plans by assets, $130M for 379 participants (~$342,665/participant), up 4.0% in 2024.

#7,499
in Finance & Insurance (8,549 peers)
+4.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Amundi US, Inc. Retirement Benefit Plan's outsized position by total assets

Amundi US, Inc. Retirement Benefit Plan vs every filed plan by assets

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

$129,870,099 Top 8% higher than 92% 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. Retirement Benefit 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. Retirement Benefit Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amundi US, Inc. Retirement Benefit Plan reported net income fell from $16M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Amundi US, Inc. Retirement Benefit Plan end-of-year assets rose from $125M in the plan year 2023 filing to $130M in the plan year 2024 filing.
  • Amundi US, Inc. Retirement Benefit Plan reported participants fell from 388 in the plan year 2023 filing to 379 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135657669 · Amundi US, Inc. PY 2024 · Money Purchase

Amundi US, Inc. Retirement Benefit Plan · $130M · 379 · 92nd

  • BOOK $130M
  • VS-ST 379
  • BOY 92nd
  • SCH Money Purchase
  • EBSA near The Connell Company Retirement Plan
  • PART ind #7499

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. Retirement Benefit Plan in the asset neighbourhood

Amundi US, Inc. Retirement Benefit PlanAmundi US, Inc. Retirement B…$130MThe Connell Company Retirement PlanThe Connell Company Retireme…$130MWhiteford, Taylor & Preston Money Purchase Pension Plan and TrustWhiteford, Taylor & Preston …$129MMichigan Laborers' Annuity FundMichigan Laborers' Annuity F…$129MInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension TrustInternational Brotherhood of…$128M
End-of-year total assets ($M) among Amundi US, Inc. Retirement Benefit Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$130M
Net Income$5M
Employer EIN135657669
Plan Effective Date1968-01-01
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 Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Amundi US, Inc. Retirement Benefit Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.522.5 Total assets ($B) Participants Amundi US, Inc. Retirement Benefit Plan, Total assets ($B): 0.129870099 · Participants: 379Amundi US, Inc. Retirement Benefit PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Amundi US, Inc. Retirement Benefit Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Amundi US, Inc. Retirement Benefit Plan side-by-side with 3 peers →

Amundi US, Inc. Retirement Benefit Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is The Connell Company Retirement Plan in NJ ($130M); by covered participants it is Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan B in ND (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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. Retirement Benefit Plan assets move in 2024? ▼
Amundi US, Inc. Retirement Benefit Plan edged up modestly - up 4.0% during 2024, from $125M to $130M. Reported net income was $5M.
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. Retirement Benefit Plan rank by assets among Form 5500 filers? ▼
Amundi US, Inc. Retirement Benefit Plan ranks in the 92nd 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 Money Purchase plans are similar in size to Amundi US, Inc. Retirement Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Connell Company Retirement Plan in NJ ($130M, 143 participants).
Which Money Purchase plans cover a similar participant headcount to Amundi US, Inc. Retirement Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan B in ND (377 participants, $90M 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.