Money Purchase · DOL Form 5500 · 2024
Amundi US, Inc. Money Purchase Plan
Data updated 2026-08-06
- $130M
- Total assets
- 379
- Participants
- 92nd
- Percentile by assets
- $342,665
- Avg per participant
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.
- 92nd percentile by assets (of 116,472 plans)
- #7,246 in Finance & Insurance (8,240 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.
- $130M
- total plan assets (2024 EOY)
- 379
- covered participants
- 92nd
- percentile by assets (of 116,472 plans)
- $342,665
- avg assets per participant
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.
Amundi US, Inc. Retirement Benefit Plan vs the 2024 asset distribution
By assets, Amundi US, Inc. Retirement Benefit Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $5M |
| Employer EIN | 135657669 |
| Plan Effective Date | 1968-01-01 |
| 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 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
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Tufts University Basic Retirement Plan $1.0B · 5,769
- Massachusetts Financial Services Company Defined Contribution Plan $936M · 1,723
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Amundi US, Inc. Retirement Benefit Plan by total assets, not by location.
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust (MD) $129M · 294
- Central Iowa Carpenters Money Purchase Plan (MN) $132M · 811
- Aspirus, Inc. Frozen 401(a) Plan (WI) $133M · 2,145
- Hawaii Masons and Plasterers Annuity Plan (HI) $127M · 1,143
Frequently Asked Questions
How did Amundi US, Inc. Retirement Benefit Plan assets move in 2024? ▼
How have Amundi US, Inc. plan assets changed over time? ▼
Where does Amundi US, Inc. Retirement Benefit Plan rank by assets among Form 5500 filers? ▼
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Next read for Amundi US, Inc. Retirement Benefit Plan
Scale reading
Ways to act on Amundi US, Inc. Retirement Benefit Plan's numbers.
- By total assets, Amundi US, Inc. Retirement Benefit Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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