Jpmorgan Chase 401(K) Savings 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 401(K) Savings Plan is a benefit plan reported by Jpmorgan Chase Bank, National Association under EIN 13-4994650 and plan number 002. The latest loaded filing year is 2023. The filing reports 292,458 participants and $44,552,237,022 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
- 002
- Plan type
- 2
- Location
- Jersey City, NJ
- Latest filing year
- 2023
- Participants
- 292,458
- End-of-year plan assets
- $44,552,237,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292,458 | H, C | 20241010151335NAL0021316977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,552,237,022
- Total liabilities (EOY)
- $532,213,200
- Net assets (EOY)
- $44,020,023,822
- Net assets (BOY)
- $36,425,262,388
Income & contributions
- Employer contributions
- $1,118,299,504
- Participant contributions
- $1,538,514,237
- Total contributions
- $3,128,436,594
- Total income / additions
- $10,328,191,762
Expenses & distributions
- Benefits paid
- $2,712,055,098
- Administrative expenses
- $18,677,845
- Total expenses
- $2,733,430,328
- Net increase / (decrease)
- $7,594,761,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Management Company, Llp | NONE | $4,908,717 | $0 | 2023 |
| Blackrock Inst Trust Co., N.A. | NONE | $2,809,165 | $0 | 2023 |
| Columbia Mngmnt Inv Advisers, LLC | NONE | $2,596,918 | not reported in the loaded dataset | 2023 |
| Jennison Associates, LLC | NONE | $2,317,017 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $2,053,384 | not reported in the loaded dataset | 2023 |
| Causeway Capital Mgmt | NONE | $1,355,646 | $0 | 2023 |
| Pimco | NONE | $1,307,517 | $0 | 2023 |
| Jpmorgan Chase Bank, N.A. | PLAN SPONSOR | $1,066,110 | not reported in the loaded dataset | 2023 |
| Fiduciary Counselors Inc. | NONE | $125,000 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $70,696 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co, LLC | NONE | $51,100 | not reported in the loaded dataset | 2023 |
| Financial Recovery Technologies LLC | NONE | $16,575 | not reported in the loaded dataset | 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
- Wellington Management Company, Llp — Schedule C compensation
- Blackrock Inst Trust Co., N.A. — Schedule C compensation
- Columbia Mngmnt Inv Advisers, LLC — Schedule C compensation
- Jennison Associates, LLC — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Causeway Capital Mgmt — Schedule C compensation
- Pimco — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Fiduciary Counselors Inc. — Schedule C compensation
- Mercer — Schedule C compensation
- Qdro Consultants Co, LLC — Schedule C compensation
- Financial Recovery Technologies LLC — Schedule C compensation