Plan Ledger DOL Form 5500 · updated monthly

Natixis Investment Managers, LLC401(k)

401(K) SAVINGS AND RETIREMENT PLAN, SPONSORED BY NATIXIS INVESTMENT MANAGERS, LLC · BOSTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Natixis Investment Managers, LLC reported $12,180 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,359 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other finance & insurance employers. By assets it is the 125th-largest of 2,726 plans among Massachusetts employers on file, and the 325th of 4,798 in finance & insurance. In 2022, employees put in $1.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$468,064,057
Participants with balances1,646
Active participants988
Employer contributions$11,222,247
Employee contributions$12,410,896
Employer contribution per active participant$11,359
Average account balance$284,365
Benefits paid to participants$29,357,296
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN PC
The Natixis Investment Managers, LLC 401(k) match · 2022
Employer contribution per active participant$11,359
Median for plans this size$4,065

Natixis Investment Managers, LLC's 2022 employer contribution ran above the $4,065 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,180 · 0.00%
Same employer
Similar plansFinance & Insurance · Massachusetts
Mapfre U.S.A. Corp. MA$517.5M · 0.04%
Bain Capital, LP MA$389.8M · 0.03%
Eastern Bank MA$381.4M · 0.10%
Cambridge Associates, LLC MA$366.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043398261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.