401(k) · DOL Form 5500 · 2023
John Hancock Life Insurance Company U.S.a 401(k) Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 42
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $2.7M
- Avg per participant High balance/head
Official DOL plan name: John Hancock Savings and Investment Plan · Sponsored by John Hancock Life Insurance Company U.S.a · Massachusetts · Finance & Insurance
$112M in assets, 42 participants
John Hancock Life Insurance Company U.S.a's John Hancock Savings and Investment Plan reported $112M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,779 in Finance & Insurance (8,869 peers)
Where John Hancock Savings and Investment Plan sits by assets
John Hancock Savings and Investment Plan sits in the top 10% of all filed plans by assets, $112M for 42 participants (~$2.7M/participant), up 6.4% in 2023.
- #7,779
- in Finance & Insurance (8,869 peers)
- +6.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
John Hancock Savings and Investment Plan's outsized position by total assets
John Hancock Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$111,648,544 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
John Hancock Savings and Investment Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Hancock Savings and Investment Plan is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John Hancock Savings and Investment Plan reported net income rose from -$29M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- John Hancock Savings and Investment Plan end-of-year assets rose from $105M in the plan year 2022 filing to $112M in the plan year 2023 filing.
- John Hancock Savings and Investment Plan reported participants fell from 44 in the plan year 2022 filing to 42 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 010233346 · John Hancock Life Insurance Company U.S.a PY 2023 · 401(k)
John Hancock Savings and Investment Plan · $112M · 42 · 92nd
- PCT $112M
- EIN 42
- RANK 92nd
- PHOTO 401(k)
- IND near International Union of Journeymen and Allied Trades 401(k) Retirement Plan
- EOY ind #7779
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 →
John Hancock Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $7M |
| Employer EIN | 010233346 |
| Plan Effective Date | 1982-01-01 |
| 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 $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
John Hancock Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is International Union of Journeymen and Allied Trades 401(k) Retirement Plan in CT ($112M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- International Union of Journeymen and Allied Trades 401(k) Retirement Plan (CT) $112M · 6,605
- Husco International, Inc. Savings Plan (WI) $112M · 742
- Ctm North America 401(k) Plan (NE) $112M · 1,356
- Murfin, Inc, Retirement Plan (KS) $112M · 1,343
Similar participant headcount
Nearest other-state filings by covered participants (42 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.