401(k) · DOL Form 5500 · 2023

Manning & Napier Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
267
Participants Below avg headcount
93rd
Percentile by assets National rank
$486,665
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

$130M in assets, 267 participants

Manning & Napier Advisors, LLC's Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan reported $130M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,875 in Finance & Insurance (8,869 peers)

Coverage in New York

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan covers 267 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $130M.

#7,875
in Finance & Insurance (8,869 peers)
+8.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$129,939,508 Top 7% higher than 93% of 127,068 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 2023

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

Plan-year 2023 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 (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan reported net income rose from -$29M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $119M in the plan year 2022 filing to $130M in the plan year 2023 filing.
  • Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan reported participants fell from 273 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453240790 · Manning & Napier Advisors, LLC PY 2023 · 401(k)

Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan · $130M · 267 · 93rd

  • EIN $130M
  • EIN 267
  • EIN 93rd
  • EIN 401(k)
  • EIN near Vcna 401(k) Profit Sharing Plan
  • EIN ind #7875

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

Rooney Holdings, Inc. 401(k) Savings PlanRooney Holdings, Inc. 401(k)…$130MDelicato Vineyards Employee Retirement PlanDelicato Vineyards Employee …$130MManning & Napier Advisors, LLC 401(k) and Profit Sharing PlanManning & Napier Advisors, L…$130MVcna 401(k) Profit Sharing PlanVcna 401(k) Profit Sharing P…$130MMyers Industries, Inc. Profit Sharing and 401(k) PlanMyers Industries, Inc. Profi…$130M
End-of-year total assets ($M) among Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$130M
Net Income$11M
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 -20020406080 Total assets ($B) Participants Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.129939508 · Participants: 267Manning & Napier Advisors, LLC 401(k) and Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 Vcna 401(k) Profit Sharing Plan in IL ($130M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (267 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan grew at a solid clip - up 8.9% during 2023, from $119M to $130M. Reported net income was $11M.
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 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Vcna 401(k) Profit Sharing Plan in IL ($130M, 734 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 Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.