Jpmorgan Chase Bank, National Association — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jpmorgan Chase Bank, National Association (EIN 13-4994650) is a plan sponsor located in Jersey City, NJ with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-4994650
- Location
- Jersey City, NJ
- Loaded plans
- 9
- Total reported participants
- 1,547,232
- Total reported plan assets (EOY)
- $61,462,217,744
- Plans with financial data
- 4
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Jpmorgan Chase 401(K) Savings Plan | 002 | 292,458 | $44,552,237,022 | 2023 |
| Jpmorgan Chase Retirement Plan | 001 | 227,460 | $16,279,006,871 | 2023 |
| Jpmorgan Chase Health Care And Insurance Program For Retirees | 554 | 15,504 | $408,741,427 | 2023 |
| Jpmorgan Chase Health Care And Insurance Program For Active Employees | 502 | 145,904 | $222,232,424 | 2023 |
| The Jpmorgan Chase Business Travel Accident (Bta) Insurance Plan | 506 | 293,723 | not reported in the loaded dataset | 2023 |
| The Jpmorgan Chase Health And Wellness Centers Plan | 559 | 177,274 | not reported in the loaded dataset | 2023 |
| The Jpmorgan Chase Short-Term Disability Plan | 548 | 177,251 | not reported in the loaded dataset | 2023 |
| The Jpmorgan Chase U.S. Severance Pay Plan | 512 | 172,268 | not reported in the loaded dataset | 2023 |
| The Jpmorgan Chase Health Care Spending Account Plan | 510 | 45,390 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Jpmorgan Chase U.S. Severance Pay Plan | 172,268 | — | 20240909095149NAL0004371217001 |
| 2023 | The Jpmorgan Chase Health Care Spending Account Plan | 45,390 | — | 20240916152701NAL0001679473001 |
| 2023 | The Jpmorgan Chase Health And Wellness Centers Plan | 177,274 | — | 20240916152825NAL0001664721001 |
| 2023 | The Jpmorgan Chase Business Travel Accident (Bta) Insurance Plan | 293,723 | — | 20240917141112NAL0002901905001 |
| 2023 | Jpmorgan Chase Health Care And Insurance Program For Active Employees | 145,904 | H, C | 20240919145453NAL0003649171001 |
| 2023 | Jpmorgan Chase Health Care And Insurance Program For Retirees | 15,504 | H, C | 20240919145602NAL0008481936001 |
| 2023 | The Jpmorgan Chase Short-Term Disability Plan | 177,251 | — | 20240924101414NAL0012640625001 |
| 2023 | Jpmorgan Chase 401(K) Savings Plan | 292,458 | H, C | 20241010151335NAL0021316977001 |