401(k) · DOL Form 5500 · 2024
Janney Montgomery Scott LLC 401(k) Plan
Data updated 2026-08-25
- $766M
- Total assets Above avg plan size
- 2,398
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $319,497
- Avg per participant High balance/head
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.
- #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.
- #8,246
- in Finance & Insurance (8,549 peers)
- +15.3%
- assets growth YoY
- 7.7×
- vs typical plan assets (national mean)
Janney Montgomery Scott LLC Profit Sharing and Savings Plan's outsized position 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's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Janney Montgomery Scott LLC Profit Sharing and Savings Plan lands in the large band (2,398 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
Plan-year Form 5500 strip
Filing strip 230731260 · Janney Montgomery Scott LLC PY 2024 · 401(k)
Janney Montgomery Scott LLC Profit Sharing and Savings Plan · $766M · 2,398 · 98th
- NET $766M
- BOOK 2,398
- VS-ST 98th
- BOY 401(k)
- SCH near Venable LLP 401(k) Plan
- EBSA ind #8246
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 Pennsylvania →
Janney Montgomery Scott LLC Profit Sharing and Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Janney Montgomery Scott LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $766M 39.02063094428727% vs 2022
- 2024 filing year
| 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.
- 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
Janney Montgomery Scott LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Venable LLP 401(k) Plan in MD ($766M); by covered participants it is Worksite Retirement Savings Plan in FL (2,399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($766M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,398 participants); asset peers above are excluded.
- Worksite Retirement Savings Plan (FL) 2,399 · 1 off
- Aaag Holdings, Inc. 401(k) Plan (IN) 2,397 · 1 off
- Barnes & Noble Education 401(k) Plan (NJ) 2,400 · 2 off
- The Shyft Group Retirement Plan (MI) 2,400 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.