Jpmorgan Chase Retirement Plan — Form 5500 plan (Jpmorgan Chase Bank, National Association)
Plain-English plan 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 Retirement Plan is a benefit plan reported by Jpmorgan Chase Bank, National Association under EIN 13-4994650 and plan number 001. The latest loaded filing year is 2023. The filing reports 227,460 participants and $16,279,006,871 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jpmorgan Chase Bank, National Association
- EIN
- 13-4994650
- Plan number
- 001
- Plan type
- 2
- Location
- Jersey City, NJ
- Latest filing year
- 2023
- Participants
- 227,460
- End-of-year plan assets
- $16,279,006,871
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227,460 | H, C | 20241011104839NAL0012386931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,279,006,871
- Total liabilities (EOY)
- $1,622,365,831
- Net assets (EOY)
- $14,656,641,040
- Net assets (BOY)
- $13,921,816,036
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,480,952,375
Expenses & distributions
- Benefits paid
- $673,703,440
- Administrative expenses
- $72,423,931
- Total expenses
- $746,127,371
- Net increase / (decrease)
- $734,825,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | PLAN SPONSOR | $4,604,564 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Compa | NONE | $3,953,314 | $0 | 2023 |
| Wellington Management Company, Llp | NONE | $3,649,002 | $0 | 2023 |
| Cantillon Capital Management LLC | NONE | $2,416,369 | not reported in the loaded dataset | 2023 |
| Metlife | NONE | $2,209,583 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $2,050,769 | not reported in the loaded dataset | 2023 |
| Pgim, Inc. | NONE | $2,040,694 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co, LLC | NONE | $1,755,855 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $1,441,007 | not reported in the loaded dataset | 2023 |
| Generation Investment Mgmt U.S. Llp | NONE | $1,389,920 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $1,133,163 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $1,032,035 | $0 | 2023 |
| Westwood Management Corp | NONE | $993,150 | $16,132 | 2023 |
| Edgewood Management LLC | NONE | $929,474 | $20,917 | 2023 |
| Trinity Street Asset Management Llp | NONE | $942,538 | not reported in the loaded dataset | 2023 |
| Brigade Capital Management, Lp | NONE | $848,220 | $0 | 2023 |
| Yacktman Asset Management Lp | NONE | $828,194 | $0 | 2023 |
| Hotchkiss And Wiley Capital Managem | NONE | $787,666 | $0 | 2023 |
| Doubleline Capital Lp | NONE | $761,561 | not reported in the loaded dataset | 2023 |
| Russell Investments Implementation | NONE | $750,637 | not reported in the loaded dataset | 2023 |
| Next Century Growth Investors, LLC | NONE | $745,935 | $0 | 2023 |
| Insight North America LLC | NONE | $741,682 | not reported in the loaded dataset | 2023 |
| First Pacific Advisors, LLC | NONE | $698,369 | $0 | 2023 |
| Focused Investors LLC | NONE | $670,242 | $3,630 | 2023 |
| Mondrian Investment Partners Limit | NONE | $649,466 | not reported in the loaded dataset | 2023 |
| Dune Real Estate Partners Lp | NONE | $580,459 | $60,653 | 2023 |
| Factset Research Systems | NONE | $630,387 | not reported in the loaded dataset | 2023 |
| The Rohatyn Group (Trg) | NONE | $575,762 | not reported in the loaded dataset | 2023 |
| Tcw Asset Management Company LLC | NONE | $542,924 | $0 | 2023 |
| Polunin Capital Partners Limited | NONE | $529,669 | not reported in the loaded dataset | 2023 |
| Donald Smith & Co., Inc. | NONE | $433,710 | $41,043 | 2023 |
| H.I.G. Capital, LLC | NONE | $445,324 | $0 | 2023 |
| Riverpark Capital Management LLC | NONE | $415,933 | not reported in the loaded dataset | 2023 |
| Kedaara Capital Investment Managers | NONE | $403,782 | $0 | 2023 |
| State Street Global Advisors Trust | NONE | $400,000 | $0 | 2023 |
| Southernsun Asset Management LLC | NONE | $395,397 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $388,573 | not reported in the loaded dataset | 2023 |
| Causeway Capital Management LLC | NONE | $370,321 | $0 | 2023 |
| Revolution Growth Ii, Lp | NONE | $333,601 | not reported in the loaded dataset | 2023 |
| Huber Capital Management, LLC | NONE | $314,514 | $0 | 2023 |
| Performance Venture Capital Ii, Lp | NONE | $296,788 | not reported in the loaded dataset | 2023 |
| Hps | NONE | $290,196 | not reported in the loaded dataset | 2023 |
| Amerra Capital Management LLC | NONE | $286,399 | not reported in the loaded dataset | 2023 |
| Merganser Capital Management, LLC | NONE | $262,767 | not reported in the loaded dataset | 2023 |
| Equis Asia Fund General Partner | NONE | $260,281 | not reported in the loaded dataset | 2023 |
| Water Street Healthcare Partners Ii | NONE | $257,441 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management | NONE | $242,838 | $0 | 2023 |
| Principal Asset Management | NONE | $148,209 | $90,990 | 2023 |
| Columbia Management Investment Advi | NONE | $229,415 | not reported in the loaded dataset | 2023 |
| Degroof Petercam Asset Management S | NONE | $227,173 | not reported in the loaded dataset | 2023 |
| Angeleno Group, LLC | NONE | $0 | $217,312 | 2023 |
| Jennison Associates LLC | NONE | $216,235 | $0 | 2023 |
| Vulcan Value Partners | NONE | $176,485 | $1,038 | 2023 |
| Deprince, Race & Zollo, Inc. | NONE | $148,184 | $0 | 2023 |
| Andersen Tax | NONE | $138,920 | not reported in the loaded dataset | 2023 |
| Peak Rock Capital Fund Lp | NONE | $130,881 | not reported in the loaded dataset | 2023 |
| Bloomberg | NONE | $122,596 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management, Lp | NONE | $79,945 | $0 | 2023 |
| Olympus Capital Asia Holdings | NONE | $0 | $75,120 | 2023 |
| Abel Noser Solutions LLC | NONE | $69,231 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | NONE | $68,616 | $0 | 2023 |
| Arch Capital Management Co. Limited | NONE | $64,925 | $0 | 2023 |
| Financial Recovery Technologies | NONE | $50,925 | not reported in the loaded dataset | 2023 |
| Zmc Partners Ii, LLC | NONE | $41,431 | not reported in the loaded dataset | 2023 |
| Lexisnexis Risk Solutions Fl Inc. | NONE | $40,770 | not reported in the loaded dataset | 2023 |
| Patria Infrastructure Ii Gp, Ltd | NONE | $23,467 | $4,485 | 2023 |
| Evestment Alliance LLC | NONE | $23,290 | not reported in the loaded dataset | 2023 |
| Vivo Capital, LLC | NONE | $0 | $23,015 | 2023 |
| Quellos Private Cap Ii | NONE | $21,229 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co, LLC | NONE | $19,900 | not reported in the loaded dataset | 2023 |
| Pricewaterhouse Coopers | NONE | $15,509 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Capital Intl | NONE | $13,092 | not reported in the loaded dataset | 2023 |
| Hines India Fund Lp | NONE | $8,227 | not reported in the loaded dataset | 2023 |
| Patria Infrastructure Iii Slp, Ltd | NONE | $0 | $4,506 | 2023 |
| Jpmorgan Chase Bank, N.A. | PLAN TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jpmorgan Chase Bank, National Association
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Jersey City, NJ
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Pacific Investment Management Compa — Schedule C compensation
- Wellington Management Company, Llp — Schedule C compensation
- Cantillon Capital Management LLC — Schedule C compensation
- Metlife — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Pgim, Inc. — Schedule C compensation
- Western Asset Management Co, LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Generation Investment Mgmt U.S. Llp — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Westwood Management Corp — Schedule C compensation
- Edgewood Management LLC — Schedule C compensation
- Trinity Street Asset Management Llp — Schedule C compensation
- Brigade Capital Management, Lp — Schedule C compensation
- Yacktman Asset Management Lp — Schedule C compensation
- Hotchkiss And Wiley Capital Managem — Schedule C compensation
- Doubleline Capital Lp — Schedule C compensation
- Russell Investments Implementation — Schedule C compensation
- Next Century Growth Investors, LLC — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- First Pacific Advisors, LLC — Schedule C compensation
- Focused Investors LLC — Schedule C compensation
- Mondrian Investment Partners Limit — Schedule C compensation
- Dune Real Estate Partners Lp — Schedule C compensation
- Factset Research Systems — Schedule C compensation
- The Rohatyn Group (Trg) — Schedule C compensation
- Tcw Asset Management Company LLC — Schedule C compensation
- Polunin Capital Partners Limited — Schedule C compensation
- Donald Smith & Co., Inc. — Schedule C compensation
- H.I.G. Capital, LLC — Schedule C compensation
- Riverpark Capital Management LLC — Schedule C compensation
- Kedaara Capital Investment Managers — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Southernsun Asset Management LLC — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Causeway Capital Management LLC — Schedule C compensation
- Revolution Growth Ii, Lp — Schedule C compensation
- Huber Capital Management, LLC — Schedule C compensation
- Performance Venture Capital Ii, Lp — Schedule C compensation
- Hps — Schedule C compensation
- Amerra Capital Management LLC — Schedule C compensation
- Merganser Capital Management, LLC — Schedule C compensation
- Equis Asia Fund General Partner — Schedule C compensation
- Water Street Healthcare Partners Ii — Schedule C compensation
- Nuveen Asset Management — Schedule C compensation
- Principal Asset Management — Schedule C compensation
- Columbia Management Investment Advi — Schedule C compensation
- Degroof Petercam Asset Management S — Schedule C compensation
- Angeleno Group, LLC — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Vulcan Value Partners — Schedule C compensation
- Deprince, Race & Zollo, Inc. — Schedule C compensation
- Andersen Tax — Schedule C compensation
- Peak Rock Capital Fund Lp — Schedule C compensation
- Bloomberg — Schedule C compensation
- Goldman Sachs Asset Management, Lp — Schedule C compensation
- Olympus Capital Asia Holdings — Schedule C compensation
- Abel Noser Solutions LLC — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Arch Capital Management Co. Limited — Schedule C compensation
- Financial Recovery Technologies — Schedule C compensation
- Zmc Partners Ii, LLC — Schedule C compensation
- Lexisnexis Risk Solutions Fl Inc. — Schedule C compensation
- Patria Infrastructure Ii Gp, Ltd — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- Vivo Capital, LLC — Schedule C compensation
- Quellos Private Cap Ii — Schedule C compensation
- Qdro Consultants Co, LLC — Schedule C compensation
- Pricewaterhouse Coopers — Schedule C compensation
- Morgan Stanley Capital Intl — Schedule C compensation
- Hines India Fund Lp — Schedule C compensation
- Patria Infrastructure Iii Slp, Ltd — Schedule C compensation