Employer · plans filed under one EIN
JPMorgan Chase Bank, National Association
Jersey City, NJ · Finance and insurance
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.
JPMorgan Chase Bank, National Association, based in Jersey City, New Jersey, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 503,191 participant records and $66.9B in net assets.
The largest is JPMorgan Chase 401(k) Savings Plan, an ESOP with a 401(k) feature with 300,272 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $1.26B and participant contributions $1.71B in the latest plan years; benefits paid were $4.30B. Schedule C compensation reported to service provider organisations totalled $66.8M.
Combined net assets moved from $23.3B in 2009 to $66.9B in 2024 (up 187%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase 401(k) Savings Plan | ESOP with a 401(k) feature | 2024 | 300,272 | $52.4B | $174,384 | $6,810 | $21.8M |
| JPMorgan Chase Retirement Plan | cash balance pension plan | 2024 | 202,919 | $14.6B | $71,770 | $0 | $45.0M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 503,191 | $66.9B | $1.26B | $1.71B |
| 2023 | 2 | 514,300 | $58.7B | $1.12B | $1.54B |
| 2022 | 2 | 519,476 | $50.3B | $974M | $1.36B |
| 2021 | 2 | 546,664 | $60.1B | $954M | $1.25B |
| 2020 | 2 | 546,531 | $54.1B | $962M | $1.18B |
| 2019 | 2 | 560,021 | $49.3B | $567M | $1.12B |
| 2018 | 2 | 574,017 | $41.1B | $528M | $1.06B |
| 2017 | 2 | 564,861 | $43.7B | $495M | $992M |
| 2016 | 2 | 575,858 | $38.1B | $471M | $938M |
| 2015 | 2 | 574,048 | $35.4B | $461M | $915M |
| 2014 | 2 | 582,702 | $35.9B | $416M | $874M |
| 2013 | 2 | 600,595 | $34.5B | $438M | $848M |
| 2012 | 2 | 613,130 | $29.7B | $410M | $789M |
| 2011 | 2 | 573,392 | $24.9B | $365M | $708M |
| 2010 | 2 | 531,072 | $25.9B | $345M | $646M |
| 2009 | 2 | 503,819 | $23.3B | $3.08B | $587M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Wellington Management Company, LLP | Investment management | 2 | $9,165,017 |
| JPMorgan Chase Bank, N.A. | Plan Administrator | 2 | $6,684,572 |
| Pimco | Investment management; Investment advisory (plan) | 2 | $5,042,775 |
| Jennison Associates, LLC | Investment management | 2 | $4,669,062 |
| BlackRock Inst Trust Co., N.A. | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management | 2 | $4,540,654 |
| Columbia Mngmnt Inv Advisers, LLC | Investment management | 1 | $2,735,065 |
| T. Rowe Price Associates, Inc. | Investment management | 1 | $2,193,265 |
| Cantillon Capital Management LLC | Investment management | 1 | $2,139,506 |
| Loomis, Sayles & Company, L.P. | Investment management | 1 | $1,956,494 |
| Mercer | Consulting (general); Actuarial; Consulting (pension) | 2 | $1,802,817 |
| Causeway Capital MGMT | Investment management | 1 | $1,479,676 |
| Generation Investment MGMT U.S. LLP | Investment management | 1 | $1,292,518 |
| MetLife | Investment management | 1 | $1,149,211 |
| Western Asset Management Co., LLC | Investment management | 1 | $1,089,648 |
| Edgewood Management LLC | Investment management | 1 | $1,068,689 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does JPMorgan Chase Bank, National Association have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: JPMorgan Chase 401(k) Savings Plan and JPMorgan Chase Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does JPMorgan Chase Bank, National Association contribute to its plans?
$1,261,974,961 in employer contributions across these plans in their latest plan years, about $4,788 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Wellington Management Company, LLP, JPMorgan Chase Bank, N.A., Pimco and Jennison Associates, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.