401(k) · DOL Form 5500 · 2024

JPMorgan Chase Bank, National Association 401(k) Plan

Data updated 2026-08-25

$52.9B
Total assets Mega-plan scale
185,532
Participants Very large workforce
100th
Percentile by assets National rank
$285,199
Avg per participant High 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

$52.9B in assets, 185,532 participants

JPMorgan Chase Bank, National Association's JPMorgan Chase 401(k) Savings Plan reported $52.9B in total assets and 185,532 participants in its 2024 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.

  • #8,549 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

JPMorgan Chase 401(k) Savings Plan covers 185,532 participants in New Jersey, 220x the typical New Jersey plan (state average ~844 per filing). Assets: $52.9B.

#8,549
in Finance & Insurance (8,549 peers)
+18.8%
assets growth YoY
531×
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 2024 · DOL Form 5500

$52,913,457,500 Highest reported value at or above every one of 123,620 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 2024

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

Plan-year 2024 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 (185,532 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • JPMorgan Chase 401(k) Savings Plan end-of-year assets rose from $44.6B in the plan year 2023 filing to $52.9B in the plan year 2024 filing.
  • JPMorgan Chase 401(k) Savings Plan reported net income rose from $7.6B in the plan year 2023 filing to $8.3B in the plan year 2024 filing.
  • JPMorgan Chase 401(k) Savings Plan reported participants rose from 176,610 in the plan year 2023 filing to 185,532 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134994650 · JPMorgan Chase Bank, National Association PY 2024 · 401(k)

JPMorgan Chase 401(k) Savings Plan · $52.9B · 185,532 · 100th

  • EBSA $52.9B
  • EBSA 185,532
  • EBSA 100th
  • EBSA 401(k)
  • EBSA near Lockheed Martin Corporation Salaried Savings Plan
  • EBSA ind #8549

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

Wells Fargo & Company 401(k) PlanWells Fargo & Company 401(k)…$57.9BJPMorgan Chase 401(k) Savings PlanJPMorgan Chase 401(k) Saving…$52.9BLockheed Martin Corporation Salaried Savings PlanLockheed Martin Corporation …$51.4BWalmart 401(k) Plan$50.8BGoogle LLC 401(k) Savings PlanGoogle LLC 401(k) Savings Pl…$48.7B
End-of-year total assets ($B) among JPMorgan Chase 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$44.6B
Net Assets (End of Year)$52.4B
Net Income$8.3B
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 0102030405060 Total assets ($B) Participants JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings PlanBristol-Myers Squibb Savings and Investment Program, Total assets ($B): 11.587731493 · Participants: 21763Bristol-Myers Squibb Savings and Investment Program
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 $52.9B in end-of-year assets across 185,532 participants (0.43% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.20% of 93,925,755 covered participants) - about $285,199 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $8.3B.

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 Open filing
2024 · index core 185,532 $52.9B This page

The same sponsor also keeps 1 other index-core plan 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 ($51.4B); by covered participants it is Allegis Group, Inc. Retirement Savings Plan Two in MD (184,952 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (185,532 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
JPMorgan Chase 401(k) Savings Plan grew sharply - up 18.8% during 2024, from $44.6B to $52.9B. Reported net income was $8.3B.
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 123,622 plans that reported assets for plan year 2024 (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 ($51.4B, 96,812 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 Allegis Group, Inc. Retirement Savings Plan Two in MD (184,952 participants, $289M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.