401(k) · DOL Form 5500 · 2022
John Hancock Life Insurance Company U.S.a 401(k) Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 5,050
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $380,170
- Avg per participant High balance/head
Official DOL plan name: The Investment-Incentive Plan for John Hancock Employees · Sponsored by John Hancock Life Insurance Company U.S.a · Massachusetts · Finance & Insurance
$1.9B in assets, 5,050 participants
John Hancock Life Insurance Company U.S.a's The Investment-Incentive Plan for John Hancock Employees reported $1.9B in total assets and 5,050 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,143 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
The Investment-Incentive Plan for John Hancock Employees covers 5,050 participants in Massachusetts, 7.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.9B.
- #9,143
- in Finance & Insurance (9,261 peers)
- -16.9%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $392M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Investment-Incentive Plan for John Hancock Employees's outsized position by total assets
The Investment-Incentive Plan for John Hancock Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,919,857,159 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Investment-Incentive Plan for John Hancock Employees's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Investment-Incentive Plan for John Hancock Employees lands in the large band (5,050 participants).
Published 5500 schedule card
Filing strip 010233346 · John Hancock Life Insurance Company U.S.a PY 2022 · 401(k)
The Investment-Incentive Plan for John Hancock Employees · $1.9B · 5,050 · 99th
- VS-ST $1.9B
- BOY 5,050
- SCH 99th
- EBSA 401(k)
- PART near Raymond James Financial, Inc. 401(k) Plan
- TYPE ind #9143
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 Massachusetts →
The Investment-Incentive Plan for John Hancock Employees in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$392M |
| Employer EIN | 010233346 |
| Plan Effective Date | 1968-09-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John Hancock Life Insurance Company U.S.a)
Sponsor-wide plan assets over time
All John Hancock Life Insurance Company U.S.a plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 24.761722113384444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,094 | $2.0B |
| 2023 | 2 | 5,206 | $2.3B |
| 2024 | 2 | 5,080 | $2.5B |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Scale composition for The Investment-Incentive Plan for John Hancock Employees
The Investment-Incentive Plan for John Hancock Employees reports $1.9B in end-of-year assets across 5,050 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $380,170 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2022 was -$392M.
This plan identity (EIN 010233346, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.4B (+25.5%) while covered participants moved from 5,050 to 5,046 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,050 | $1.9B | This page |
| 2023 | 5,164 | $2.2B | Open filing |
| 2024 · index core | 5,046 | $2.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Investment-Incentive Plan for John Hancock Employees (401(k), $2.4B, 5,046 participants)
- John Hancock Savings and Investment Plan (401(k), $116M, 34 participants)
The Investment-Incentive Plan for John Hancock Employees's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Raymond James Financial, Inc. 401(k) Plan in FL ($1.9B); by covered participants it is Atrium Staffing 401(k) Plan in PA (5,050 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- Raymond James Financial, Inc. 401(k) Plan (FL) $1.9B · 13,402
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program (AZ) $1.9B · 12,362
- Kirkland & Ellis LLP Defined Contribution 401(k) Savings Plan (IL) $1.9B · 4,651
- US Foods 401(k) Plan (IL) $1.9B · 27,026
Similar participant headcount
Nearest other-state filings by covered participants (5,050 participants); asset peers above are excluded.
- Atrium Staffing 401(k) Plan (PA) 5,050 · 0 off
- Vivint, Inc. 401(k) Plan (UT) 5,049 · 1 off
- Day & Zimmermann Retirement Plan (PA) 5,048 · 2 off
- Woodward Retirement Savings Plan (CO) 5,046 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.