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Manning & Napier

Matched across 37 name variants in the filings

Manning & Napier summary

Manning & Napier appears on 68 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $29.0B in assets for 314,238 participants. The median client plan holds $125M. Most client plans are sponsored in NY, NJ and PA. The largest clients by plan assets are Joint Board of Trustees, Bakery & Confectionery Union & Industry, Automatic Data Processing, Inc. and Arnold & Porter Kaye Scholer LLP. Plans reported $9.4M in direct and indirect compensation paid to Manning & Napier. The median is $68K per plan.

Participants
314,238
Median plan assets
$125M
Median plan participants
1,489
Median fees per plan
$68K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Joint Board of Trustees, Bakery & Confectionery Union & IndustryMD$6.5B98,364
Automatic Data Processing, Inc.NJ$1.9B39,362
Arnold & Porter Kaye Scholer LLPDC$1.8B3,126
Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension FundNJ$1.8B14,241
BD of Trustees Heavy & General Laborers' of NJ Annuity FundNJ$1.7B15,091
Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity FundNY$1.3B4,621
Board of Trustees Local 580 Pension FundNY$1.1B3,271
BD of Tr Oper Eng Cons. Industry Miscellaneous Pension FundPA$932M10,308
Board of Trustees,ibew Local Union No 5 & Western PA Chapter NecaPA$929M4,982
Joint Pension Fund of Local Union No 102 IBEW Board of TrusteesNJ$807M4,348
Board of Trustees Iron Workers Locals 40, 361 & 417 Pension FundNY$794M4,770
BD of Trustees New Jersey Building Laborers Statewide Pension FundNJ$582M7,112
I.U.O.E. Local 132 Pension FundWV$559M4,062
Ironworkers National Pension Plan Board of TrusteesIL$503M13,533
Employer - Teamsters Local Nos 175 & 505 Pension Trust FundWV$494M5,065
Iron Workers District Council Phila Vicinity Retirement and PensionNJ$466M4,756
IBEW Local 38 Pension PlanOH$446M3,614
Board of Trustees of Iron Workers St. Louis District Council AnnuityMO$412M5,260
Ironworkers Local 11 Pension Fund Board of TrusteesNJ$398M3,371
Ironworkers Local 11 Annuity Fund Board of TrusteesNJ$395M4,481
United Associated Pension Fund Local 13NY$394M1,434
U.A. Plumbers & Steamfitters Local 22 Pension FundNY$289M1,968
IBEW Local No. 86 Pension Fund Board of TrusteesNY$285M1,748
Trustees of Local No. 41 Pension PlanNY$285M1,409
BD of Trustees NJ Building Laborers Statewide Annuity FundNJ$280M7,575

Top client states

  • NY26 plans
  • NJ10 plans
  • PA8 plans
  • OH7 plans
  • MD3 plans

Frequently asked questions

Who uses Manning & Napier?
68 retirement plans list Manning & Napier as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Joint Board of Trustees, Bakery & Confectionery Union & Industry, Automatic Data Processing, Inc., Arnold & Porter Kaye Scholer LLP, Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund and BD of Trustees Heavy & General Laborers' of NJ Annuity Fund. Most client plans are sponsored in NY, NJ and PA.
How many plans does Manning & Napier serve?
Manning & Napier serves 68 retirement plans with $29.0B in plan assets and 314,238 participants, based on the latest Form 5500 filings through 2024.
What does Manning & Napier charge?
Plans reported $9.4M in total Schedule C compensation paid to Manning & Napier. The median plan paid $68K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served68-13 YoYRank #263 of mapped providers
Assets under administration$29.0B0.0%Rank #502 by share of filed assets
Fees received$9MMedian $67,840/planSum across Schedule C direct + indirect
Net wins YoY-81 won - 9 lostPlan-level switch detection

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