Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
JPMorgan Chase Bank, N.A.
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.
JPMorgan Chase Bank, N.A. is named as a service provider on the Schedule C of 218 retirement plans with 100 or more participants for plan year 2024, covering 2,805,509 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $80.8M. Per plan, the median was $29.86 per participant, with the middle half of plans between $13.90 and $70.16. 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 (48), New Jersey (21) and California (14).
In 2009 it appeared on 256 such filings; in 2024, 227 (down 11%). 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 | $13.90 | $29.86 | $70.16 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.07% |
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 |
|---|---|---|---|---|---|
| JPMorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank, National Association | NJ | 300,272 | $52.4B | $1.3M |
| Central Pension Fund of the IUOE & Participating Employers | Board of Trustees of the CPF of the IUOE and Participating Employers | DC | 233,478 | $27.4B | $1.4M |
| JPMorgan Chase Retirement Plan | JPMorgan Chase Bank, National Association | NJ | 202,919 | $14.6B | $5.4M |
| Western States Carpenters Pension Plan | Joint Board of Trustees Western States Carpenters Pension Plan | CA | 139,574 | $11.3B | $352K |
| Steelworkers Pension Trust | Steelworkers Pension Trust | PA | 123,674 | $7.18B | $2.3M |
| State Farm Insurance Companies Retirement Plan for United States Employees | State Farm Mutual Automobile Insurance Company | IL | 114,467 | $37.7B | $854K |
| Boilermaker-Blacksmith National Pension Trust | Board of Trustees Boilermaker-Blacksmith National | MO | 80,280 | $7.38B | $2.2M |
| Itpeu Pension Fund | Itpeu Pension Fund | NJ | 58,365 | $172M | $118K |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | GA | 51,142 | $7.13B | $704K |
| Retirement Plan for Employees of Aetna Inc. | Aetna Inc. | CT | 49,504 | $5.19B | $496K |
| USAA Pension Plan | United Services Automobile Association | TX | 49,301 | $4.28B | $1.2M |
| Automatic Data Processing, Inc. Retirement and Savings Plan | Automatic Data Processing, Inc. | NJ | 46,258 | $7.26B | $0 |
| Ernst & Young Defined Benefit Retirement Plan | Ernst & Young U.S. LLP | NJ | 46,245 | $2.40B | $113K |
| The Travelers Pension Plan | Travelers Companies, Inc. | MN | 45,786 | $4.23B | $151K |
| Adjustable Plan of the National Retirement Fund | BD of Trustees-Adjustable Plan of the National Retirement Fund | NY | 45,017 | $161M | $46K |
| Parker Defined Benefit Pension Plan | Parker Hannifin Corporation | OH | 37,405 | $3.40B | $322K |
| Co-Op Retirement Plan | United Benefits Group | MO | 37,176 | $3.50B | $17.2M |
| Ecolab Pension Plan | Ecolab Inc. | MN | 33,278 | $1.67B | $856K |
| American Electric Power System Retirement Plan | American Electric Power Service Corporation | OH | 32,548 | $4.00B | $144K |
| Deseret Mutual Master Retirement Plan | Deseret Mutual Benefit Administrators | UT | 32,235 | $6.96B | $374K |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $1.2M |
| Boilermakers National Annuity Trust | Board of Trustees Boilermakers National Annuity | MO | 29,668 | $1.28B | $544K |
| U. S. Retirement Plan | Mars, Incorporated | NJ | 26,885 | $5.09B | $385K |
| I. a. T. S. E. National Pension Fund | Board of Trustees I.A.T.S.E. National Pension Fund | NY | 25,884 | $658M | $229K |
| Altria Retirement Plan | Altria Client Services LLC | VA | 25,614 | $6.42B | $1.1M |
| Club Pension Plan | Automobile Club of So California | CA | 23,954 | $2.61B | $321K |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 23,724 | $3.70B | $188K |
| Frontier Communications Pension Plan | Frontier Communications Corporation | CT | 22,881 | $2.50B | $378K |
| Elevance Health Cash Balance Plan a | Ath Holding Company LLC | IN | 22,757 | $1.24B | $2.0M |
| Frontier Communications Pension Plan | Frontier Communications Parent, Inc. | CT | 20,329 | $2.38B | $127K |
| The Estee Lauder Companies 401(k) Savings Plan | Estee Lauder, Inc. | NY | 18,363 | $3.17B | $0 |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $172K |
| Siemens Pension Plan | Siemens Corporation | NJ | 17,771 | $1.42B | $597K |
| Seafarers Pension Plan | Board of Trustees Seafarers Pension Plan | MD | 17,705 | $2.06B | $549K |
| The Hertz Corporation Account Balance Defined Benefit Pension Plan | The Hertz Corporation | FL | 17,012 | $325M | $137K |
| Seafarers Money Purchase Pension Plan | Board of Trustees Seafarers Money Purchase Pension Plan | MD | 16,362 | $168M | $72K |
| Laborers District Council of W PA Pension Fund | Laborers District Council of W PA Pension Fund Board of Trustees | PA | 16,000 | $947M | $285K |
| Phillips 66 Retirement Plan | Phillips 66 Company | TX | 15,952 | $2.20B | $1.4M |
| Siemens Energy, Inc. Savings Plan | Siemens Energy, Inc. | FL | 15,538 | $3.95B | $86K |
| Pentegra Defined Benefit Plan for Financial Inst | Board of Directors of Pentegra Defined Benefit Plan | NY | 15,292 | $3.01B | $1.1M |
Questions and answers
How many plans does JPMorgan Chase Bank, N.A. serve?
218 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 JPMorgan Chase Bank, N.A.?
The median plan reported $29.86 per participant in direct and indirect compensation (213 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 (143 plans), Investment advisory (plan) (80 plans), Trustee (discretionary) (65 plans) and Trustee (bank, trust company, or similar financial institution) (61 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.