Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
JP Morgan Investment Management Inc.
Most often reported for investment advisory and management
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.
For plan year 2024, 172 retirement plans with 100 or more participants reported paying JP Morgan Investment Management Inc. $5,000 or more. Those plans cover 6,393,866 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $115M. Per plan, the median was $33.00 per participant, with the middle half of plans between $12.92 and $56.93. 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 New York (27), California (23) and Illinois (16).
In 2009 it appeared on 353 such filings; in 2024, 182 (down 48%). 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 | $12.92 | $33.00 | $56.93 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.05% |
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 |
|---|---|---|---|---|---|
| Walmart 401(k) Plan | Walmart Inc. | AR | 1,970,230 | $50.7B | $302K |
| UFCW Consolidated Pension Fund | BD of Trustees UFCW Consolidated Pension Fund | GA | 347,574 | $5.53B | $587K |
| Central States, Southeast & Southwest Areas Pension Plan | Trustees of Central States, SE and SW Areas Pension Fund | IL | 332,020 | $38.3B | $3.1M |
| Southern California UFCW Unions and Food Employers Joint Pension Trust Fund | Board of Trustees, So Ca UFCW Unions & Food Employers | CA | 199,927 | $6.49B | $831K |
| Western Unite Here and Employers Pension Fund | Board of Trustees, Western Unite Here and Employers | CA | 154,012 | $3.67B | $632K |
| IBM 401(k) Plan | International Business Machines Corporation | NY | 149,818 | $59.4B | $979K |
| IBM Personal Pension Plan | International Business Machines Corporation | NY | 144,666 | $17.6B | $2.6M |
| UFCW No. California Employers Joint Pension Plan | Board of Trustees, UFCW No. California Employers Joint Pension Plan | CA | 130,691 | $2.89B | $304K |
| Verizon Savings Plan for Management Employees | Verizon Communications Inc. | NJ | 119,145 | $29.4B | $700K |
| Motion Picture Industry Individual Account Plan | Board of Directors, Motion Picture Industry Pension | CA | 108,671 | $6.13B | $826K |
| Motion Picture Industry Pension Plan | Board of Directors, Motion Picture Industry Pension | CA | 103,919 | $5.86B | $1.6M |
| The Legacy Plan of the Unite Here Retirement Fund | Board of Trustees - Legacy Plan of the Unite Here Retirement Fund | NY | 87,313 | $601M | $1.2M |
| Pepsico, Inc. Employees Retirement Plan H | Pepsico, Inc. | NY | 85,189 | $4.20B | $802K |
| Retirement Plan of International Paper Company | International Paper Company | TN | 84,174 | $8.19B | $264K |
| Boilermaker-Blacksmith National Pension Trust | Board of Trustees Boilermaker-Blacksmith National | MO | 80,280 | $7.38B | $2.1M |
| Target Corporation Pension Plan | Target Corporation | MN | 75,775 | $3.29B | $613K |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | MA | 71,322 | $9.08B | $376K |
| United Mine Workers of America 1974 Pension Plan | Umwa 1974 Pension Trust Board of Trustees | DC | 71,051 | $3.71B | $171K |
| Rocky Mountain UFCW Unions and Employers Retail and Meat Pension Plan | Trustees of the Rocky Mountain UFCW Pension Plan C/o Zenith American S | CO | 68,000 | $1.29B | $759K |
| Screen Actors Guild - Producers Pension Plan | Board of Trustees Screen Actors Guild - Producers | CA | 67,988 | $5.25B | $2.8M |
| Allstate Retirement Plan | The Allstate Corporation | TX | 64,168 | $4.04B | $115K |
| Liuna National (Industrial) Pension Fund | Board of Trustees of the Liuna National (Industrial) Pension Fund | DC | 62,697 | $1.51B | $419K |
| The Southern Company Pension Plan | Southern Company Services, Inc. | GA | 58,166 | $15.0B | $2.9M |
| Oregon Retail Employees Pension Plan | Board of Trustees, Oregon Retail Employees Pension | OR | 56,361 | $1.06B | $376K |
| Desert States Employers & UFCW Unions Pension Plan | Board of Trustees, Desert States Employers & UFCW | AZ | 55,607 | $1.04B | $172K |
| Pepsico Employees Retirement Plan I | Pepsico, Inc. | NY | 55,326 | $6.82B | $634K |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | NY | 49,526 | $12.8B | $2.6M |
| Retirement Plan for Employees of Aetna Inc. | Aetna Inc. | CT | 49,504 | $5.19B | $488K |
| National Integrated Group Pension Plan | Board of Trustees of National Integrated Group Pension Plan | PA | 46,326 | $1.59B | $298K |
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $891K |
| American Express Retirement Savings Plan | American Express Company and Its Participating Subsidiaries | NY | 38,871 | $8.92B | $591K |
| The Interpublic Group of Companies, Inc. Savings Plan | The Interpublic Group of Companies, Inc. | NY | 37,524 | $4.07B | $202K |
| Gciu - Employer Retirement Benefit Plan | Board of Trustees Gciu-Employer Retirement Benefit Plan | WA | 37,126 | $1.76B | $344K |
| National Automatic Sprinkler Industry Pension Fund | National Automatic Sprinkler Industry Pension Fund JT Board of Trustee | MD | 34,009 | $4.75B | $21.0M |
| Ecolab Pension Plan | Ecolab Inc. | MN | 33,278 | $1.67B | $819K |
| American Electric Power System Retirement Plan | American Electric Power Service Corporation | OH | 32,548 | $4.00B | $876K |
| Deseret Mutual Master Retirement Plan | Deseret Mutual Benefit Administrators | UT | 32,235 | $6.96B | $1.7M |
| Union Carbide Employees' Pension Plan | Union Carbide Corporation C/o the Dow Chemical Company | MI | 31,806 | $2.13B | $127K |
| Shell Pension Plan | Shell USA, Inc. | TX | 31,775 | $9.57B | $458K |
| The Hartford Investment and Savings Plan | Hartford Fire Insurance Company | CT | 31,062 | $7.18B | $681K |
Questions and answers
How many plans does JP Morgan Investment Management Inc. serve?
172 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 JP Morgan Investment Management Inc.?
The median plan reported $33.00 per participant in direct and indirect compensation (169 plans reporting an amount), or 0.03% 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 Investment management (151 plans), Investment advisory (plan) (93 plans), Custodial (securities) (4 plans) and Trustee (discretionary) (3 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.