401(k) · DOL Form 5500 · 2023
Janney Montgomery Scott LLC 401(k) Plan
Data updated 2026-08-25
- $664M
- Total assets Above avg plan size
- 2,282
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $291,140
- Avg per participant High balance/head
Official DOL plan name: Janney Montgomery Scott LLC Profit Sharing and Savings Plan · Sponsored by Janney Montgomery Scott LLC · Pennsylvania · Finance & Insurance
$664M in assets, 2,282 participants
Janney Montgomery Scott LLC's Janney Montgomery Scott LLC Profit Sharing and Savings Plan reported $664M in total assets and 2,282 participants in its 2023 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.
- #8,545 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Janney Montgomery Scott LLC Profit Sharing and Savings Plan covers 2,282 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $664M.
- #8,545
- in Finance & Insurance (8,869 peers)
- +20.6%
- assets growth YoY
- 6.7×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$664,380,891 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Janney Montgomery Scott LLC Profit Sharing and Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (2,282 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Janney Montgomery Scott LLC Profit Sharing and Savings Plan reported net income rose from -$86M in the plan year 2022 filing to $113M in the plan year 2023 filing.
- Janney Montgomery Scott LLC Profit Sharing and Savings Plan end-of-year assets rose from $551M in the plan year 2022 filing to $664M in the plan year 2023 filing.
- Janney Montgomery Scott LLC Profit Sharing and Savings Plan reported participants rose from 2,232 in the plan year 2022 filing to 2,282 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 230731260 · Janney Montgomery Scott LLC PY 2023 · 401(k)
Janney Montgomery Scott LLC Profit Sharing and Savings Plan · $664M · 2,282 · 98th
- RANK $664M
- PHOTO 2,282
- IND 98th
- EOY 401(k)
- 5500 near Alaska Airlines, Inc. Alaskasaver Plan
- ASSETS ind #8545
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $551M |
|---|---|
| Net Assets (End of Year) | $664M |
| Net Income | $113M |
| Employer EIN | 230731260 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
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 Alaska Airlines, Inc. Alaskasaver Plan in WA ($664M); by covered participants it is Cooper Companies 401(k) Savings and Retirement Plan in TN (2,282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($664M here).
- Alaska Airlines, Inc. Alaskasaver Plan (WA) $664M · 2,748
- Hanesbrands Inc. Retirement Savings Plan (NC) $665M · 6,318
- Uc Health 401(k) Retirement Savings Plan (OH) $665M · 9,699
- Aaa Ncnu 401(k) Plan (CA) $664M · 5,244
Similar participant headcount
Nearest other-state filings by covered participants (2,282 participants); asset peers above are excluded.
- Cooper Companies 401(k) Savings and Retirement Plan (TN) 2,282 · 0 off
- Chicago Mercantile Exchange, Inc. 401(k) Savings Plan (IL) 2,282 · 0 off
- University of Louisville Physicians, Inc. Profit Sharing Plan (KY) 2,283 · 1 off
- Montrose Environmental Group 401(k) Plan (CA) 2,281 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.