JPMorgan Chase Bank, National Association Pension Plan

Defined Benefit (Pension) · DOL Form 5500 · 2022

What the Filing Says About JPMorgan Chase Retirement Plan

JPMorgan Chase Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by JPMorgan Chase Bank, National Association, headquartered in New Jersey. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $14.8B in total end-of-year assets and covers 102,340 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 134994650, and the plan has been effective since 1934-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $18.8B at the beginning of 2022 to $14.8B at year-end - down 21.3%. Net assets (after liabilities) closed the year at $13.9B, with reported net income of -$3.7B driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years JPMorgan Chase Bank, National Association has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $51.6B to $69.0B, a gain of 33.7%, while reported participants moved from 270,620 to 269,344 (-0.5%). The strongest year on file by total sponsor assets was 2024 at $69.0B; the softest was 2022 at $51.6B. Year-by-year, sponsor-wide filings show: 2022 - $51.6B in assets across 2 plans covering 270,620 participants; 2023 - $60.8B in assets across 2 plans covering 267,254 participants; 2024 - $69.0B in assets across 2 plans covering 269,344 participants.

By assets, JPMorgan Chase Retirement Plan outranks nearly all the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 148x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank JPMorgan Chase Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.