401(k) · DOL Form 5500 · 2023

Janney Montgomery Scott LLC 401(k) Plan

Data updated 2026-08-11

$664M
Total assets
2,282
Participants
98th
Percentile by assets
$291,140
Avg per participant
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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

$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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$664M
total plan assets (2023 EOY)
2,282
covered participants
98th
percentile by assets (of 127,072 plans)
$291,140
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Finance & Insurance

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 2,282 participants - 2.8x that state average ($664M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$551M
Net Assets (End of Year)$664M
Net Income$113M
Employer EIN230731260
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Janney Montgomery Scott LLC)

$500M$600M$700M$800M 202220232024 $551M $766M ▲ +39.0%
Total plan assets by year, all Janney Montgomery Scott LLC plans on file
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

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. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Janney Montgomery Sc…Comcast Corporation …Cigna 401(k) PlanThe Vanguard Retirem…The PNC Financial Se…The Bank of New York…
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 Shari… side-by-side with 3 peers →

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.

Frequently Asked Questions

How did Janney Montgomery Scott LLC Profit Sharing and Savings Plan assets move in 2023? ▼
Janney Montgomery Scott LLC Profit Sharing and Savings Plan grew sharply - up 20.6% during 2023, from $551M to $664M. Reported net income was $113M.
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 127,072 plans that reported assets for plan year 2023 (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 Alaska Airlines, Inc. Alaskasaver Plan in WA ($664M, 2,748 participants).

Next read for Janney Montgomery Scott LLC Profit Shari…

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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.