401(k) · DOL Form 5500 · 2022

Manning & Napier Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
273
Participants Below avg headcount
94th
Percentile by assets National rank
$437,114
Avg per participant High balance/head
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Official DOL plan name: Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan · Sponsored by Manning & Napier Advisors, LLC · New York · Finance & Insurance

$119M in assets, 273 participants

Manning & Napier Advisors, LLC's Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan reported $119M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,307 in Finance & Insurance (9,261 peers)

Coverage in New York

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan covers 273 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $119M.

#8,307
in Finance & Insurance (9,261 peers)
-19.6%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan's outsized position by total assets

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$119,332,107 Top 6% higher than 94% of 139,123 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 2022

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (273 participants).

EBSA filing schedule strip

Filing strip 453240790 · Manning & Napier Advisors, LLC PY 2022 · 401(k)

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan · $119M · 273 · 94th

  • IND $119M
  • IND 273
  • IND 94th
  • IND 401(k)
  • IND near Herschend Family Entertainment Profit Sharing & 401(k) Plan
  • IND ind #8307

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 →

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Buhler Group USA 401(k) Plan$119MRoquette America, Inc. Retirement SystemRoquette America, Inc. Retir…$119MWaste Isolation Pilot Plant Savings PlanWaste Isolation Pilot Plant …$119MManning & Napier Advisors, LLC 401(k) and Profit Sharing PlanManning & Napier Advisors, L…$119MHerschend Family Entertainment Profit Sharing & 401(k) PlanHerschend Family Entertainme…$119M
End-of-year total assets ($M) among Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$119M
Net Income-$29M
Employer EIN453240790
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Manning & Napier Advisors, LLC)

Sponsor-wide plan assets over time

All Manning & Napier Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$152M 27.06085462816809% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $119M $152M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 273 $119M
2023 1 267 $130M
2024 1 325 $152M

Nearby 401(k) Plans in New York

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

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.119332107 · Participants: 273Manning & Napier Advisors, LLC 401(k) and Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Herschend Family Entertainment Profit Sharing & 401(k) Plan in MO ($119M); by covered participants it is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($119M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan assets move in 2022? ▼
Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan declined sharply - down 19.6% during 2022, from $148M to $119M. Reported net income was -$29M.
How have Manning & Napier Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Manning & Napier Advisors, LLC's sponsor-wide assets grew 27.1%, from $119M to $152M.
Where does Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herschend Family Entertainment Profit Sharing & 401(k) Plan in MO ($119M, 2,706 participants).
Which 401(k) plans cover a similar participant headcount to Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453240790.

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.