What is the most recent Form 5500 filing year for 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC?

The latest Form 5500 filing year loaded for 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC is 2023.

What are the reported plan assets for 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC?

401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC reports $557,851,120 in end-of-year plan assets in its latest loaded Form 5500 filing.

401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC — Form 5500 plan (Natixis Investment Managers, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC is a benefit plan reported by Natixis Investment Managers, LLC under EIN 13-4146043 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,679 participants and $557,851,120 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$557.9MPlan net assets, end of year$557,851,120

Participants1.7KCovered participants reported1,679

Assets / participant$332.3KComputed: assets ÷ participants$332,252 (computed)

Provider compensation$24.4K1 Schedule C provider row(s)$24,392

Plan sponsor: Natixis Investment Managers, LLC
EIN: 13-4146043
Plan number: 001
Plan type: 2
Location: Boston, MA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
1,679 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$557.9M total assets

Net assets$557.9MLiabilities—

Money in vs. money out

Total income / additions$130.7M

Total expenses$40.9M

Benefits paid / distributions$40.9M

Contributions

Employer$11.2M

Participant$12.7M

Full reported line items

Net assets

Total assets (EOY): $557,851,120
Net assets (EOY): $557,851,120
Net assets (BOY): $468,064,057

Income & contributions

Employer contributions: $11,162,769
Participant contributions: $12,699,268
Total contributions: $27,451,411
Total income / additions: $130,730,415

Expenses & distributions

Benefits paid: $40,859,221
Administrative expenses: $24,392
Total expenses: $40,943,352
Net increase / (decrease): $89,787,063

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

47%53%

Employer 47%Participant 53%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income31%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Schwab Retirement Plan Services,Inc$24.4K
NONE · Direct $24.4K

What to inspect next

Frequently asked questions

Who sponsors the 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC?: 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC is reported as sponsored by Natixis Investment Managers, LLC (EIN 13-4146043, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC?: The latest Form 5500 filing year loaded for 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC is 2023.
How many participants does 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC report?: 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC reports 1,679 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC?: 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC reports $557,851,120 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.