401(k) · DOL Form 5500 · 2022
JPMorgan Chase Bank, National Association 401(k) Plan
Data updated 2026-08-25
- $36.8B
- Total assets Mega-plan scale
- 168,280
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $218,607
- Avg per participant Above avg balance/head
Official DOL plan name: JPMorgan Chase 401(k) Savings Plan · Sponsored by JPMorgan Chase Bank, National Association · New Jersey · Finance & Insurance
$36.8B in assets, 168,280 participants
JPMorgan Chase Bank, National Association's JPMorgan Chase 401(k) Savings Plan reported $36.8B in total assets and 168,280 participants in its 2022 DOL Form 5500 filing, ranking in the 100th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,261 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
JPMorgan Chase 401(k) Savings Plan covers 168,280 participants in New Jersey, 199x the typical New Jersey plan (state average ~844 per filing). Assets: $36.8B.
- #9,261
- in Finance & Insurance (9,261 peers)
- -14.2%
- assets change YoY
- 369×
- vs typical plan assets (national mean)
The plan reported a net loss of $6.1B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
JPMorgan Chase 401(k) Savings Plan's outsized position by total assets
JPMorgan Chase 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$36,787,229,834 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
JPMorgan Chase 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. JPMorgan Chase 401(k) Savings Plan is a mega filing (168,280 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 134994650 · JPMorgan Chase Bank, National Association PY 2022 · 401(k)
JPMorgan Chase 401(k) Savings Plan · $36.8B · 168,280 · 100th
- IND $36.8B
- EOY 168,280
- 5500 100th
- ASSETS 401(k)
- PCT near Walmart 401(k) Plan
- EIN ind #9261
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New Jersey →
JPMorgan Chase 401(k) Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $42.9B |
|---|---|
| Net Assets (End of Year) | $36.4B |
| Net Income | -$6.1B |
| Employer EIN | 134994650 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (JPMorgan Chase Bank, National Association)
Sponsor-wide plan assets over time
All JPMorgan Chase Bank, National Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $69.0B 33.663065773301284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 270,620 | $51.6B |
| 2023 | 2 | 267,254 | $60.8B |
| 2024 | 2 | 269,344 | $69.0B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
- Merck US Savings Plan $11.5B · 25,956
Scale composition for JPMorgan Chase 401(k) Savings Plan
JPMorgan Chase 401(k) Savings Plan reports $36.8B in end-of-year assets across 168,280 participants (0.30% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.18% of 93,925,755 covered participants) - about $218,607 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2022 was -$6.1B.
This plan identity (EIN 134994650, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $36.8B to $52.9B (+43.8%) while covered participants moved from 168,280 to 185,532 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 168,280 | $36.8B | This page |
| 2023 | 176,610 | $44.6B | Open filing |
| 2024 · index core | 185,532 | $52.9B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- JPMorgan Chase 401(k) Savings Plan (401(k), $52.9B, 185,532 participants)
- JPMorgan Chase Retirement Plan (Defined Benefit (Pension), $16.1B, 83,812 participants)
JPMorgan Chase 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Walmart 401(k) Plan in AR ($36.7B); by covered participants it is Teamsters-National 401(k) Savings Plan in PA (162,104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36.8B here).
- Walmart 401(k) Plan (AR) $36.7B · 1,687,830
- AT&T Retirement Savings Plan (TX) $37.6B · 144,503
- Microsoft Corporation Savings Plus 401(k) Plan (WA) $39.6B · 109,797
- Northrop Grumman Savings Plan (VA) $32.6B · 92,420
Similar participant headcount
Nearest other-state filings by covered participants (168,280 participants); asset peers above are excluded.
- Teamsters-National 401(k) Savings Plan (PA) 162,104 · 6,176 off
- Allegis Group, Inc. Retirement Savings Plan Two (MD) 174,956 · 6,676 off
- Darden Savings Plan (FL) 176,132 · 7,852 off
- Publix Super Markets, Inc. 401(k) Smart Plan (FL) 176,752 · 8,472 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.