401(k) · DOL Form 5500 · 2023

JPMorgan Chase Bank, National Association 401(k) Plan

Data updated 2026-08-25

$44.6B
Total assets Mega-plan scale
176,610
Participants Very large workforce
100th
Percentile by assets National rank
$252,263
Avg per participant Above avg balance/head
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Official DOL plan name: JPMorgan Chase 401(k) Savings Plan · Sponsored by JPMorgan Chase Bank, National Association · New Jersey · Finance & Insurance

$44.6B in assets, 176,610 participants

JPMorgan Chase Bank, National Association's JPMorgan Chase 401(k) Savings Plan reported $44.6B in total assets and 176,610 participants in its 2023 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.

  • #8,869 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

JPMorgan Chase 401(k) Savings Plan covers 176,610 participants in New Jersey, 209x the typical New Jersey plan (state average ~844 per filing). Assets: $44.6B.

#8,869
in Finance & Insurance (8,869 peers)
+21.1%
assets growth YoY
447×
vs typical plan assets (national mean)

JPMorgan Chase 401(k) Savings Plan's outsized position by total assets

JPMorgan Chase 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$44,552,237,022 Highest reported value at or above every one of 127,068 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 2023

JPMorgan Chase 401(k) Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. JPMorgan Chase 401(k) Savings Plan is a mega filing (176,610 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • JPMorgan Chase 401(k) Savings Plan reported net income rose from -$6.1B in the plan year 2022 filing to $7.6B in the plan year 2023 filing.
  • JPMorgan Chase 401(k) Savings Plan end-of-year assets rose from $36.8B in the plan year 2022 filing to $44.6B in the plan year 2023 filing.
  • JPMorgan Chase 401(k) Savings Plan reported participants rose from 168,280 in the plan year 2022 filing to 176,610 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134994650 · JPMorgan Chase Bank, National Association PY 2023 · 401(k)

JPMorgan Chase 401(k) Savings Plan · $44.6B · 176,610 · 100th

  • IND $44.6B
  • EOY 176,610
  • 5500 100th
  • ASSETS 401(k)
  • PCT near Lockheed Martin Corporation Salaried Savings Plan
  • EIN ind #8869

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 401(k) Savings Plan in the asset neighbourhood

Lockheed Martin Corporation Salaried Savings PlanLockheed Martin Corporation …$47.3BJPMorgan Chase 401(k) Savings PlanJPMorgan Chase 401(k) Saving…$44.6BWalmart 401(k) Plan$41.5BAT&T Retirement Savings Plan$40.0BGoogle LLC 401(k) Savings PlanGoogle LLC 401(k) Savings Pl…$39.0B
End-of-year total assets ($B) among JPMorgan Chase 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$36.8B
Net Assets (End of Year)$44.0B
Net Income$7.6B
Employer EIN134994650
Plan Effective Date1958-01-01
Filing StatusFILING 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
$40B$50B$60B$70B$80B 202220232024 $51.6B $69B ▲ +33.7%
Year Plans Participants Total Assets
2022 2 270,620 $51.6B
2023 2 267,254 $60.8B
2024 2 269,344 $69.0B

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

JPMorgan Chase 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 01020304050 Total assets ($B) Participants JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings PlanThe Prudential Employee Savings Plan, Total assets ($B): 10.431819691 · Participants: 16321The Prudential Employee Savings Plan
JPMorgan Chase 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare JPMorgan Chase 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for JPMorgan Chase 401(k) Savings Plan

JPMorgan Chase 401(k) Savings Plan reports $44.6B in end-of-year assets across 176,610 participants (0.36% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.19% of 93,925,755 covered participants) - about $252,263 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2023 was $7.6B.

This plan identity (EIN 134994650, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $36.8B to $52.9B (+43.8%) while covered participants moved from 168,280 to 185,532 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 168,280 $36.8B Open filing
2023 176,610 $44.6B This page
2024 · index core 185,532 $52.9B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

JPMorgan Chase 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Lockheed Martin Corporation Salaried Savings Plan in MD ($47.3B); by covered participants it is Darden Savings Plan in FL (173,993 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (176,610 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did JPMorgan Chase 401(k) Savings Plan assets move in 2023? ▼
JPMorgan Chase 401(k) Savings Plan grew sharply - up 21.1% during 2023, from $36.8B to $44.6B. Reported net income was $7.6B.
How have JPMorgan Chase Bank, National Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), JPMorgan Chase Bank, National Association's sponsor-wide assets grew 33.7%, from $51.6B to $69.0B.
Where does JPMorgan Chase 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
JPMorgan Chase 401(k) Savings Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to JPMorgan Chase 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lockheed Martin Corporation Salaried Savings Plan in MD ($47.3B, 91,511 participants).
Which 401(k) plans cover a similar participant headcount to JPMorgan Chase 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Darden Savings Plan in FL (173,993 participants, $1.4B in assets).

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 134994650.

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.