401(k) · DOL Form 5500 · 2022
John Hancock Life Insurance Company U.S.a 401(k) Plan
Data updated 2026-08-06
- $1.9B
- Total assets
- 5,050
- Participants
- 99th
- Percentile by assets
- $380,170
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #9,149 in Finance & Insurance (9,267 peers)
Coverage in Massachusetts
The Investment-Incentive Plan for John Hancock Employees covers 5,050 participants in Massachusetts, 7.9x the typical Massachusetts plan (state average ~641 per filing). Assets: $1.9B.
- $1.9B
- total plan assets (2022 EOY)
- 5,050
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $380,170
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. The Investment-Incentive Plan for John Hancock Employees reports 5,050 participants - 7.9x that state average ($1.9B EOY assets).
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)
| 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.
The Investment-Incentive Plan for John Hancock Employees vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Investment-Incentive Plan for John Hancock Employees by total assets, not by location.
- 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
Frequently Asked Questions
How did The Investment-Incentive Plan for John Hancock Employees assets move in 2022? ▼
How have John Hancock Life Insurance Company U.S.a plan assets changed over time? ▼
Where does The Investment-Incentive Plan for John Hancock Employees rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on The Investment-Incentive Plan for John Hancock Employees's numbers.
- By total assets, The Investment-Incentive Plan for John Hancock Employees ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- John Hancock Life Insurance Company U.S.a's sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Finance & Insurance plans