401(k) · DOL Form 5500 · 2022
Janney Montgomery Scott LLC 401(k) Plan
Data updated 2026-08-11
- $551M
- Total assets
- 2,232
- Participants
- 98th
- Percentile by assets
- $246,913
- Avg per participant
Official DOL plan name: Janney Montgomery Scott LLC Profit Sharing and Savings Plan · Sponsored by Janney Montgomery Scott LLC · Pennsylvania · Finance & Insurance
$551M in assets, 2,232 participants
Janney Montgomery Scott LLC's Janney Montgomery Scott LLC Profit Sharing and Savings Plan reported $551M in total assets and 2,232 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,930 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Janney Montgomery Scott LLC Profit Sharing and Savings Plan covers 2,232 participants in Pennsylvania, 2.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $551M.
- $551M
- total plan assets (2022 EOY)
- 2,232
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $246,913
- avg assets per participant
The plan reported a net loss of $86M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Janney Montgomery Scott LLC Profit Sharing and Savings Plan reports 2,232 participants - 2.7x that state average ($551M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $637M |
|---|---|
| Net Assets (End of Year) | $551M |
| Net Income | -$86M |
| Employer EIN | 230731260 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Janney Montgomery Scott LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,232 | $551M |
| 2023 | 1 | 2,282 | $664M |
| 2024 | 1 | 2,398 | $766M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Janney Montgomery Scott LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Janney Montgomery Scott LLC Profit Sharing and Savings Plan by total assets, not by location.
- Mitchell International, Inc. 401(k) Savings Plan (CA) $551M · 5,734
- Cohnreznick LLP 401(k) Profit Sharing Plan (NJ) $551M · 3,328
- Waste Connections, Inc. 401(k) Profit Sharing Plan (TX) $552M · 14,346
- Apache Corporation 401(k) Savings Plan (TX) $550M · 1,426
Frequently Asked Questions
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Filing takeaways
Ways to act on Janney Montgomery Scott LLC Profit Sharing and Savings Plan's numbers.
- By total assets, Janney Montgomery Scott LLC Profit Sharing and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Janney Montgomery Scott LLC's sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Finance & Insurance plans