401(k) · DOL Form 5500 · 2024

Janney Montgomery Scott LLC 401(k) Plan

Data updated 2026-08-11

$766M
Total assets: 2,398
Participants: 98th
Percentile by assets: $319,497
Avg per participant

Official DOL plan name: Janney Montgomery Scott LLC Profit Sharing and Savings Plan · Sponsored by Janney Montgomery Scott LLC · Pennsylvania · Finance & Insurance

$766M in assets, 2,398 participants

Janney Montgomery Scott LLC's Janney Montgomery Scott LLC Profit Sharing and Savings Plan reported $766M in total assets and 2,398 participants in its 2024 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 123,622 plans)
#8,246 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Janney Montgomery Scott LLC Profit Sharing and Savings Plan covers 2,398 participants in Pennsylvania, 2.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $766M.

$766M
total plan assets (2024 EOY): 2,398
covered participants: 98th
percentile by assets (of 123,622 plans): $319,497
avg assets per participant

Where Janney Montgomery Scott LLC Profit Sharing and Savings Plan sits 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 2024 · DOL Form 5500

$766,154,867 Top 2% higher than 98% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Janney Montgomery Scott LLC Profit Sharing and Savings Plan end-of-year assets rose from $664M in the plan year 2023 filing to $766M in the plan year 2024 filing.
Janney Montgomery Scott LLC Profit Sharing and Savings Plan reported net income fell from $113M in the plan year 2023 filing to $102M in the plan year 2024 filing.
Janney Montgomery Scott LLC Profit Sharing and Savings Plan reported participants rose from 2,282 in the plan year 2023 filing to 2,398 in the plan year 2024 filing.

See the national 2023→2024 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 2,398 participants - 2.9x that state average ($766M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$664M
Net Assets (End of Year)	$766M
Net Income	$102M
Employer EIN	230731260
Plan Effective Date	1981-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Janney Montgomery Scott LLC)

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

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

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.

Venable LLP 401(k) Plan (MD) $766M · 1,706
Uhhs 401(k) Retirement Savings Plan (OH) $767M · 4,655
The Boston College 401(k) Retirement Plan I (MA) $765M · 1,608
Smithfield Foods, Inc. Salaried 401(k) Plan (VA) $767M · 4,682

Frequently Asked Questions

How did Janney Montgomery Scott LLC Profit Sharing and Savings Plan assets move in 2024? ▼

Janney Montgomery Scott LLC Profit Sharing and Savings Plan grew sharply - up 15.3% during 2024, from $664M to $766M. Reported net income was $102M.

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 123,622 plans that reported assets for plan year 2024 (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 Venable LLP 401(k) Plan in MD ($766M, 1,706 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230731260.