Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
John Hancock
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
John Hancock is named as a service provider on the Schedule C of 38 retirement plans with 100 or more participants for plan year 2024, covering 47,191 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $2.8M. Per plan, the median was $90.65 per participant, with the middle half of plans between $59.48 and $148. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (7), Texas (4) and Maryland (3).
In 2017 it appeared on 9 such filings; in 2024, 38. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $59.48 | $90.65 | $148 |
| Compensation as a share of plan net assets | 0.09% | 0.13% | 0.20% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| New England Electrical Workers Money Purchase Plan and Trust | New England Electrical Workers Money Purchase Plan and Trust | CT | 11,013 | $868M | $363K |
| Operating Engineers Local 66 Annuity and Savings Fund | Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund | PA | 9,378 | $290M | $381K |
| Nordson Employees' Savings Trust Plan | Nordson Corporation | OH | 4,554 | $733M | $135K |
| Amerivet Veterinary Partners 401(k) Plan | Amerivet Partners Management, Inc. | TX | 3,985 | $70.3M | $290K |
| Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan | Centers for Advanced Orthopaedics, LLC | MD | 2,792 | $196M | $176K |
| Emerald Queen Casino 401(k) Plan | Emerald Queen Hotel & Casinos | WA | 2,206 | $99.9M | $136K |
| Ortholonestar 401(k) Retirement Plan | Ortholonestar, PLLC | TX | 1,402 | $231M | $124K |
| Orthopedic Centers of Colorado, LLC 401(k) Profit Sharing Plan | Orthopedic Centers of Colorado, LLC | CO | 877 | $80.9M | $77K |
| Cleanslate Centers 401(k) Plan | Cleanslate Centers, Inc. | TN | 810 | $20.0M | $131K |
| Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan | Premier Orthopaedic and Sports Medicine Associates, Ltd. | PA | 734 | $105M | $89K |
| Consumer Safety Technology, LLC 401(k) Plan | Consumer Safety Technology, LLC, a Delaware LLC | IA | 727 | $18.4M | $63K |
| Emergence Health Holdings Retirement Plan | Urgent Care Centers of New England, Inc. | NH | 685 | $13.7M | $27K |
| Apex Dental Partners 401(k) Plan | Apex Dental Partners | TX | 681 | $16.2M | $28K |
| IBEW AFL-CIO Local Union 743 Neca Penn-Del-Jersey Chapter Reading Division Retirement Plan | IBEW AFL-CIO Local Union 743 Neca Penn-Del-Jersey Chapter Reading Divi | PA | 518 | $125M | $31K |
| Mar-Val Food Store NO1 Inc. 401(k) Profit Sharing Plan | Mar-Val Food Store NO1 Inc. | CA | 507 | $12.9M | $30K |
| Redguard, LLC 401(k) Plan | Redguard, LLC | KS | 462 | $23.3M | $58K |
| Dempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing Plan | Dempsey Uniform and Linen Supply, Inc. | PA | 455 | $28.4M | $63K |
| Physicians' Practice Enhancement, LLC 401(k) Profit Sharing Plan | Physicians Practice Enhancement, LLC | NJ | 437 | $13.1M | $17K |
| Republic Bank 401(k) & Profit Sharing Plan | Republic First Bank | TX | 429 | $36.3M | $40K |
| Pinnacle Exhibits 401(k) Plan | Pinnacle Exhibits, Inc. | OR | 381 | $30.5M | $35K |
| B & B Theatres Operating Company, Inc. 401(k) Plan | B & B Theatres Operating Company, Inc. | MO | 331 | $8.0M | $40K |
| Bearing & Drive Solution 401(k) Retirement Plan | Bearings & Drives Unlimited, Inc. | PA | 319 | $28.1M | $10K |
| Morgan-Keller, Inc. 401(k) Plan | Morgan-Keller, Inc. | MD | 318 | $22.5M | $43K |
| Spectrum Laboratory Products, Inc. 401(k) Plan | Spectrum Laboratory Products, Inc. | NJ | 301 | $21.7M | $31K |
| Maher Terminals LLC Pension Trust | Maher Terminals LLC | NJ | 285 | $91.7M | $66K |
| Bricklayers and Allied Craftworkers Staff 401(k) Plan | Board of Trustees of the Bac Staff 401(k) Plan | DC | 274 | $18.2M | $23K |
| First Florida Credit Union 401(k) Profit Sharing Plan | First Florida Credit Union | FL | 257 | $22.8M | $39K |
| The Centers for Advanced Ent Care, LLC 401(k) Profit Sharing Plan | The Centers for Advanced Ent Care, LLC | MD | 233 | $16.8M | $37K |
| RJN Group, Inc. 401(k) Plan | RJN Group, Inc. | IL | 229 | $23.0M | $30K |
| Radiology of Indiana, P.C. 401(k) Plan | Radiology of Indiana, P.C. | IN | 227 | $69.7M | $2,216 |
| NTC Marketing Inc. 401(k) Profit Sharing Plan & Trust | NTC Marketing, Inc. | NY | 226 | $6.7M | $14K |
| Southern Orthopaedic Alliance 401(k) Retirement Plan | Southern Orthopaedic Alliance, PLLC | AL | 206 | $9.5M | $6,554 |
| KBF CPAS LLP 401(k) Profit Sharing Plan | KBF CPAS LLP | OR | 197 | $30.7M | $46K |
| Local 463 Entenmann's Salesperson's Trust Fund | Bimbo Bakeries USA Inc. | PA | 174 | $22.0M | $34K |
| JCCS, PC 401(k) Profit Sharing Plan & Trust | Junkermier, Clark, Campanella, Stevens, P.C. | MT | 169 | $31.9M | $30K |
| Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust | Winton Ireland Insurance Agency Inc. | CA | 150 | $25.5M | $46K |
| Legacy Marketing Partners, LLC 401(k) Plan | Legacy Marketing Partners, LLC | IL | 149 | $12.0M | $24K |
| Tri-Century Eye Care, P.C. 401(k) Profit Sharing Plan | Tri-Century Eye Care, P.C. | PA | 113 | $22.2M | $21K |
Questions and answers
How many plans does John Hancock serve?
38 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay John Hancock?
The median plan reported $90.65 per participant in direct and indirect compensation (38 plans reporting an amount), or 0.13% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Recordkeeping and information management (33 plans), Investment management (10 plans), Participant loan processing (8 plans) and Custodial (securities) (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.