401(k) · DOL Form 5500 · 2022

Janney Montgomery Scott LLC 401(k) Plan

Data updated 2026-08-25

$551M
Total assets Above avg plan size
2,232
Participants Above avg headcount
98th
Percentile by assets National rank
$246,913
Avg per participant Above avg balance/head
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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.

  • #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.

#8,930
in Finance & Insurance (9,261 peers)
-13.5%
assets change YoY
5.5×
vs typical plan assets (national mean)

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.

Janney Montgomery Scott LLC Profit Sharing and Savings Plan's outsized position by total assets

Janney Montgomery Scott LLC Profit Sharing and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$551,108,754 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Janney Montgomery Scott LLC Profit Sharing and Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Janney Montgomery Scott LLC Profit Sharing and Savings Plan lands in the large band (2,232 participants).

Plan-year Form 5500 strip

Filing strip 230731260 · Janney Montgomery Scott LLC PY 2022 · 401(k)

Janney Montgomery Scott LLC Profit Sharing and Savings Plan · $551M · 2,232 · 98th

  • SCH $551M
  • SCH 2,232
  • SCH 98th
  • SCH 401(k)
  • SCH near Mitchell International, Inc. 401(k) Savings Plan
  • SCH ind #8930

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 Pennsylvania →

Janney Montgomery Scott LLC Profit Sharing and Savings Plan in the asset neighbourhood

Waste Connections, Inc. 401(k) Profit Sharing PlanWaste Connections, Inc. 401(…$552MCohnreznick LLP 401(k) Profit Sharing PlanCohnreznick LLP 401(k) Profi…$551MMitchell International, Inc. 401(k) Savings PlanMitchell International, Inc.…$551MJanney Montgomery Scott LLC Profit Sharing and Savings PlanJanney Montgomery Scott LLC …$551MApache Corporation 401(k) Savings PlanApache Corporation 401(k) Sa…$550M
End-of-year total assets ($M) among Janney Montgomery Scott LLC Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$637M
Net Assets (End of Year)$551M
Net Income-$86M
Employer EIN230731260
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Janney Montgomery Scott LLC)

Sponsor-wide plan assets over time

All Janney Montgomery Scott LLC plans reported in each filing year

Latest sponsor-wide plan assets
$766M 39.02063094428727% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $551M $766M ▲ +39.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Janney Montgomery Scott LLC Profit Sharing and Savings Plan, Total assets ($B): 0.551108754 · Participants: 2232Janney Montgomery Scott LLC Profit Sharing and Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Janney Montgomery Scott LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Janney Montgomery Scott LLC Profit Sharing and Savings Plan side-by-side with 3 peers →

Janney Montgomery Scott LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mitchell International, Inc. 401(k) Savings Plan in CA ($551M); by covered participants it is Everglades College, Inc. Retirement Savings Plan in FL (2,231 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($551M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,232 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Janney Montgomery Scott LLC Profit Sharing and Savings Plan assets move in 2022? ▼
Janney Montgomery Scott LLC Profit Sharing and Savings Plan pulled back noticeably - down 13.5% during 2022, from $637M to $551M. Reported net income was -$86M.
How have Janney Montgomery Scott LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Janney Montgomery Scott LLC's sponsor-wide assets grew 39.0%, from $551M to $766M.
Where does Janney Montgomery Scott LLC Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Janney Montgomery Scott LLC Profit Sharing and Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Janney Montgomery Scott LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitchell International, Inc. 401(k) Savings Plan in CA ($551M, 5,734 participants).
Which 401(k) plans cover a similar participant headcount to Janney Montgomery Scott LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Everglades College, Inc. Retirement Savings Plan in FL (2,231 participants, $99M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230731260.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.