Defined Benefit (Pension) · DOL Form 5500 · 2023

JPMorgan Chase Bank, National Association Pension Plan

Data updated 2026-08-25

$16.3B
Total assets Mega-plan scale
90,644
Participants Very large workforce
100th
Percentile by assets National rank
$179,593
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: JPMorgan Chase Retirement Plan · Sponsored by JPMorgan Chase Bank, National Association · New Jersey · Finance & Insurance

$16.3B in assets, 90,644 participants

JPMorgan Chase Bank, National Association's JPMorgan Chase Retirement Plan reported $16.3B in total assets and 90,644 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.

  • #8,862 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

JPMorgan Chase Retirement Plan covers 90,644 participants in New Jersey, 107x the typical New Jersey plan (state average ~844 per filing). Assets: $16.3B.

#8,862
in Finance & Insurance (8,869 peers)
+9.8%
assets growth YoY
163×
vs typical plan assets (national mean)

JPMorgan Chase Retirement Plan's outsized position by total assets

JPMorgan Chase Retirement Plan vs every filed plan by assets

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

$16,279,006,871 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 Retirement 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 Retirement Plan is a mega filing (90,644 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • JPMorgan Chase Retirement Plan reported net income rose from -$3.7B in the plan year 2022 filing to $735M in the plan year 2023 filing.
  • JPMorgan Chase Retirement Plan reported participants fell from 102,340 in the plan year 2022 filing to 90,644 in the plan year 2023 filing.
  • JPMorgan Chase Retirement Plan end-of-year assets rose from $14.8B in the plan year 2022 filing to $16.3B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134994650 · JPMorgan Chase Bank, National Association PY 2023 · Defined Benefit (Pension)

JPMorgan Chase Retirement Plan · $16.3B · 90,644 · 100th

  • BOY $16.3B
  • BOY 90,644
  • BOY 100th
  • BOY Defined Benefit (Pension)
  • BOY near The Boeing Company Employee Retirement Plan
  • BOY ind #8862

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 Retirement Plan in the asset neighbourhood

Honeywell Retirement Earnings PlanHoneywell Retirement Earning…$16.6BThe Boeing Company Employee Retirement PlanThe Boeing Company Employee …$16.3BJPMorgan Chase Retirement PlanJPMorgan Chase Retirement Pl…$16.3BConsolidated Edison Retirement PlanConsolidated Edison Retireme…$16.2B1199seiu Health Care Employees Pension Fund1199seiu Health Care Employe…$16.2B
End-of-year total assets ($B) among JPMorgan Chase Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$14.8B
Net Assets (End of Year)$14.7B
Net Income$735M
Employer EIN134994650
Plan Effective Date1934-04-01
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 Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

JPMorgan Chase Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 510152025 Total assets ($B) Participants JPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for AssociatesMerck US Pension Plan, Total assets ($B): 10.22509333 · Participants: 25223Merck US Pension Plan
JPMorgan Chase Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare JPMorgan Chase Retirement Plan side-by-side with 3 peers →

Scale composition for JPMorgan Chase Retirement Plan

JPMorgan Chase Retirement Plan reports $16.3B in end-of-year assets across 90,644 participants (0.13% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.097% of 93,925,755 covered participants) - about $179,593 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $735M.

This plan identity (EIN 134994650, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $14.8B to $16.1B (+8.4%) while covered participants moved from 102,340 to 83,812 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 102,340 $14.8B Open filing
2023 90,644 $16.3B This page
2024 · index core 83,812 $16.1B Open filing

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

JPMorgan Chase Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is The Boeing Company Employee Retirement Plan in WA ($16.3B); by covered participants it is S.E.I.U. National Industry Pension Fund in DC (89,257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (90,644 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 Retirement Plan assets move in 2023? ▼
JPMorgan Chase Retirement Plan grew at a solid clip - up 9.8% during 2023, from $14.8B to $16.3B. Reported net income was $735M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
JPMorgan Chase Retirement 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 Defined Benefit (Pension) plans are similar in size to JPMorgan Chase Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Boeing Company Employee Retirement Plan in WA ($16.3B, 32,477 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to JPMorgan Chase Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is S.E.I.U. National Industry Pension Fund in DC (89,257 participants, $1.6B 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.