Defined Benefit (Pension) · DOL Form 5500 · 2022
JPMorgan Chase Bank, National Association Pension Plan
Data updated 2026-08-25
- $14.8B
- Total assets Mega-plan scale
- 102,340
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $144,813
- Avg per participant Above avg balance/head
Official DOL plan name: JPMorgan Chase Retirement Plan · Sponsored by JPMorgan Chase Bank, National Association · New Jersey · Finance & Insurance
$14.8B in assets, 102,340 participants
JPMorgan Chase Bank, National Association's JPMorgan Chase Retirement Plan reported $14.8B in total assets and 102,340 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.
- #9,255 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
JPMorgan Chase Retirement Plan covers 102,340 participants in New Jersey, 121x the typical New Jersey plan (state average ~844 per filing). Assets: $14.8B.
- #9,255
- in Finance & Insurance (9,261 peers)
- -21.3%
- assets change YoY
- 149×
- vs typical plan assets (national mean)
The plan reported a net loss of $3.7B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
JPMorgan Chase Retirement Plan's outsized position by total assets
JPMorgan Chase Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,820,156,855 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 Retirement 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 Retirement Plan is a mega filing (102,340 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 134994650 · JPMorgan Chase Bank, National Association PY 2022 · Defined Benefit (Pension)
JPMorgan Chase Retirement Plan · $14.8B · 102,340 · 100th
- NET $14.8B
- BOOK 102,340
- VS-ST 100th
- BOY Defined Benefit (Pension)
- SCH near The Southern Company Pension Plan
- EBSA ind #9255
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 Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $18.8B |
|---|---|
| Net Assets (End of Year) | $13.9B |
| Net Income | -$3.7B |
| Employer EIN | 134994650 |
| Plan Effective Date | 1934-04-01 |
| 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 Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
- Pfizer Consolidated Pension Plan $10.9B · 10,752
Scale composition for JPMorgan Chase Retirement Plan
JPMorgan Chase Retirement Plan reports $14.8B in end-of-year assets across 102,340 participants (0.12% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.11% of 93,925,755 covered participants) - about $144,813 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2022 was -$3.7B.
This plan identity (EIN 134994650, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $14.8B to $16.1B (+8.4%) while covered participants moved from 102,340 to 83,812 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 102,340 | $14.8B | This page |
| 2023 | 90,644 | $16.3B | Open filing |
| 2024 · index core | 83,812 | $16.1B | 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 Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is The Southern Company Pension Plan in GA ($14.8B); by covered participants it is Sound Retirement Trust in WA (105,428 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14.8B here).
- The Southern Company Pension Plan (GA) $14.8B · 25,663
- Shell Pension Plan (TX) $14.6B · 12,912
- 3M Employee Retirement Income Plan (MN) $14.0B · 12,160
- Consolidated Edison Retirement Plan (NY) $15.8B · 11,303
Similar participant headcount
Nearest other-state filings by covered participants (102,340 participants); asset peers above are excluded.
- Sound Retirement Trust (WA) 105,428 · 3,088 off
- Central Pension Fund of the Iuoe & Participating Employers (DC) 97,285 · 5,055 off
- S.E.I.U. National Industry Pension Fund (DC) 88,030 · 14,310 off
- AT&T Pension Benefit Plan (TX) 119,463 · 17,123 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.