401(k) · DOL Form 5500 · 2024

Natixis North America LLC 401(k) Plan

Data updated 2026-08-25

$471M
Total assets Above avg plan size
835
Participants Near avg headcount
97th
Percentile by assets National rank
$563,537
Avg per participant High balance/head
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Official DOL plan name: The Natixis US Group 401(k) Plan · Sponsored by Natixis North America LLC · New York · Finance & Insurance

$471M in assets, 835 participants

Natixis North America LLC's The Natixis US Group 401(k) Plan reported $471M in total assets and 835 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,103 in Finance & Insurance (8,549 peers)

Where The Natixis US Group 401(k) Plan sits by assets

The Natixis US Group 401(k) Plan sits in the top 5% of all filed plans by assets, $471M for 835 participants (~$563,537/participant), up 20.8% in 2024.

#8,103
in Finance & Insurance (8,549 peers)
+20.8%
assets growth YoY
4.7×
vs typical plan assets (national mean)

The Natixis US Group 401(k) Plan's outsized position by total assets

The Natixis US Group 401(k) Plan vs every filed plan by assets

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

$470,553,623 Top 3% higher than 97% 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

The Natixis US Group 401(k) 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. The Natixis US Group 401(k) Plan sits mid-pack in the medium band (835 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Natixis US Group 401(k) Plan reported net income rose from $66M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • The Natixis US Group 401(k) Plan end-of-year assets rose from $389M in the plan year 2023 filing to $471M in the plan year 2024 filing.
  • The Natixis US Group 401(k) Plan reported participants rose from 814 in the plan year 2023 filing to 835 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 272765452 · Natixis North America LLC PY 2024 · 401(k)

The Natixis US Group 401(k) Plan · $471M · 835 · 97th

  • EIN $471M
  • EIN 835
  • EIN 97th
  • EIN 401(k)
  • EIN near Everest Reinsurance Employee Savings Plan
  • EIN ind #8103

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 New York →

The Natixis US Group 401(k) Plan in the asset neighbourhood

Sun Chemical 401 (K) Savings PlanSun Chemical 401 (K) Savings…$471MThe Natixis US Group 401(k) PlanThe Natixis US Group 401(k) …$471MEverest Reinsurance Employee Savings PlanEverest Reinsurance Employee…$470MHuntington Ingalls Industries Financial Security and Savings ProgramHuntington Ingalls Industrie…$470MAimbridge Parent, Inc. 401(k) PlanAimbridge Parent, Inc. 401(k…$470M
End-of-year total assets ($M) among The Natixis US Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$389M
Net Assets (End of Year)$471M
Net Income$81M
Employer EIN272765452
Plan Effective Date2002-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Natixis North America LLC)

Sponsor-wide plan assets over time

All Natixis North America LLC plans reported in each filing year

Latest sponsor-wide plan assets
$570M 35.330164452989976% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $421M $570M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 969 $421M
2023 2 983 $493M
2024 2 988 $570M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Natixis US Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Natixis US Group 401(k) Plan, Total assets ($B): 0.470553623 · Participants: 835The Natixis US Group 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Natixis US Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Natixis US Group 401(k) Plan side-by-side with 3 peers →

The Natixis US Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Everest Reinsurance Employee Savings Plan in NJ ($470M); by covered participants it is Mazak Employee Shared Savings Plan in KY (835 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($471M here).

Similar participant headcount

Nearest other-state filings by covered participants (835 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 The Natixis US Group 401(k) Plan assets move in 2024? ▼
The Natixis US Group 401(k) Plan grew sharply - up 20.8% during 2024, from $389M to $471M. Reported net income was $81M.
How have Natixis North America LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Natixis North America LLC's sponsor-wide assets grew 35.3%, from $421M to $570M.
Where does The Natixis US Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Natixis US Group 401(k) Plan ranks in the 97th 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 The Natixis US Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Everest Reinsurance Employee Savings Plan in NJ ($470M, 2,045 participants).
Which 401(k) plans cover a similar participant headcount to The Natixis US Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mazak Employee Shared Savings Plan in KY (835 participants, $181M 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 272765452.

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.