John Hancock
recordkeeper424 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3,138-147 YoYRank #6 of mapped providers
Assets under administration$315.0B0.3%Market share · rank #34
Fees received$131MMedian $6,557/planSum across Schedule C direct + indirect
Net wins YoY-130359 won · 489 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical John Hancock plan look like?
Service mix · median fees per plan
Count of plans where John Hancock ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant loan processing; Float revenueCode 15 | 2,873 | $5,375 | |
Trustee (bank, trust company, or similar financial institution); Contract Administrator; Participant loan processing; Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance feesCode 13 | 61 | $39,459 | |
Shareholder servicing fees; Investment managementCode 28 | 40 | $12,309 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; ActuarialCode 11 | 23 | $95,516 | |
Recordkeeping feesCode 64 | 23 | $26,071 | |
Investment management; Investment advisory (participants)Code 26 | 20 | $9,293 | |
Recordkeeping fees; Participant communication; Participant loan processing; Custodial (securities)Code 19 | 15 | $30,916 | |
Sub-transfer agency fees; Account maintenance fees; Participant loan processing; Recordkeeping feesCode 37 | 9 | $50,387 |
Competitor overlap
Percent of John Hancock's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under John Hancock.
| Sponsor | From | Assets |
|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | Mercer | $8.9B |
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | T. SIEBOR | $1.8B |
BOARD OF TRUSTEESNJ · 133769078-004 | Prudential Retirement Insurance & Annuity Co. | $936M |
BLUESCOPE STEEL NORTH AMERICA CORPMO · 232081882-041 | Fidelity Investments | $678M |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | Standish Mellon Asset Management | $663M |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-002 | Lincoln Investment Planning Inc | $569M |
BOARD OF TRUSTEES OF THE EQUITY LEAGUE 401K PLANNY · 134155733-001 | Neuberger Berman | $557M |
R.R. DONNELLEYIL · 361004130-022 | UBS Global Asset Management | $380M |
AVIENT CORPORATIONOH · 341730488-003 | (new plan) | $344M |
BOARD OF TRUSTEES OF METAL LATHERS LOCAL 46 ANNUITY FUNDNY · 136179359-001 | Prudential | $328M |
Plans lost in 2024
Appeared last year under John Hancock; not this year.
| Sponsor | To | Assets |
|---|---|---|
PEPSICO, INC.NY · 131584302-004 | Prudential | $7.6B |
PEPSICO, INC.NY · 131584302-121 | Prudential | $4.3B |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | MIS DEPARTMENT | $2.7B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-001 | Metzler Locricchio Serra & Co PC | $2.7B |
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-009 | WTW | $2.1B |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | People's Bank | $1.8B |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | Goldman Sachs Asset Management | $1.1B |
COTTAGE HEALTHCA · 770431902-001 | Alvarez & Marsal | $835M |
WINTRUST FINANCIAL CORPORATONIL · 363873352-001 | Empower | $661M |
SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUNDMA · 046394579-003 | Novak Francella LLC | $540M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $3M | 4y | - |
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $18,286 | 2y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $10,360 | 1y | 1 |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $2M | 2y | - |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $97,754 | 10y | - |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $25,818 | 3y | 1 |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $88,165 | 10y | - |
EVERSOURCE ENERGY SERVICE COMPANYCT · 060810627-006 | $5.8B | 17,796 | $115,555 | 10y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $354,101 | 8y | - |
BOARD OF TRUSTEES OF ECA CHICAGO AND LOCAL UNION 134 IBEW PENSION PLANIL · 516030753-005 | $3.5B | 26,148 | $441,890 | 9y | - |
Flag exposure
88.2%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (424)
Raw Schedule C names collapsed into John Hancock.
- DEMPSEY LORD SMITH LLC
- DEMPSEY LORD SMITH, LLC
- DEMPSEY, MICHAEL F.
- DENNEY MOLLIHAN INC
- DENNEY MOLLIHAN INC.
- DENNING HERRING SESSOMS & CO., PA
- DENNING, MALONE, LIVESAY & OSTROFF
- DENNIS CHENETTE
- DENNIS CHENNETTE
- DENNIS F ZIELINSKI
- DENNIS FACIUS
- DENNIS G. JENKINS,COA,LLC
- DENNIS G. JENKINS,CPA,LLCQ
- DENNIS G. JENKINS,CPALLC
- DENNIS HEINEN
- DENNIS JENKINS CPA
- DENNIS JENKINS CPA LLC
- DENNIS KAY
- DENNIS KRAMER
- DENNIS LEAHY
- DENNIS LUSARDI II
- DENNIS M DUVAL
- DENNIS M LEAHY
- DENNIS M. LEAHY
- DENNIS MACK JONES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for John Hancock's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 100 | 3.19% | 7.76% | -4.58 pp |
| Fidelity bond gap | 179 | 5.70% | 26.94% | -21.24 pp |
| Late contributions | 765 | 24.38% | 1.71% | +22.67 pp |
| Failed to provide benefit | 10 | 0.32% | 0.14% | +0.18 pp |
| Corrective distributions | 781 | 24.89% | 1.76% | +23.13 pp |
| Loss discovered | 1 | 0.03% | 0.00% | 0.03 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with John Hancock. Compare to the incumbent market share (4.7%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-4.7 pp vs incumbent
Frequent partners by role
Who else shows up on John Hancock's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Wilshire Associates | 336 | 10.7% |
| Global Retirement Partners LLC | 66 | 2.1% |
| OneDigital | 34 | 1.1% |
| SageView | 33 | 1.1% |
| Kestra Advisory Services | 31 | 1.0% |
| Creative Planning | 27 | 0.9% |
| Mercer | 26 | 0.8% |
| The Paragon Alliance Group LLC | 21 | 0.7% |
| NFP | 18 | 0.6% |
| PIMCO | 18 | 0.6% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).