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401(k) Retirement Plan · Active

JPMORGAN CHASE RETIREMENT PLAN

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION·EIN 134994650
545 WASHINGTON BLVD · JERSEY CITY, NJ 07310
Plan year
2024
Plan #
001
Industry
Filing ACK
202510081359…
Prospect flagsNo flags tripped

Summary metrics

Total assets (EOY)
$16066.6M
$0 per participant
Active participants
202,919
48.6% participation
Participation rate
48.6%
6th percentile
Annual return
3.16%
11th percentile
Admin expense
0.45%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 0Watched years: 0
Section 02

How this plan compares

Peer groupIndustry52, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $00th pctile
  • Employer contribution
    $00th pctile
  • Participation rate
    48.6%6th pctile
  • Assets per participant
    $00th pctile
  • Expense efficiency
    $35526th pctile
  • Annual return
    3.16%11th pctile
Overall peer rank

Averaged across 6 normalized metrics within the selected peer group.

Fee trend
Return trend
Section 03

10-year trajectory2021 - 2024

How plan year 2024 played out
Asset flow
-$212.45M
Start of year to end of year
Section 04

Asset composition

End-of-year allocation
Cash drag vs peers
Section 04

Service providers

Top 10 of 50 by compensation
ProviderService typeCompensation
JPMORGAN CHASE BANK, N.A.
Service code 14
Plan Administrator
$5,392,275
PACIFIC INVESTMENT MANAGEMENT COMPA
Service code 27
Advisory (Plan)
$3,670,211
WELLINGTON MANAGEMENT COMPANY, LLP
Service code 28
Investment Management
$2,824,188
CANTILLON CAPITAL MANAGEMENT LLC
Service code 28
Investment Management
$2,139,506
PGIM, INC.
Service code 28
Investment Management
$2,034,640
LOOMIS, SAYLES & COMPANY, L.P.
Service code 28
Investment Management
$1,956,494
MERCER
Service code 11
Actuarial
$1,566,381
GENERATION INVESTMENT MGMT U.S. LLP
Service code 28
Investment Management
$1,292,518
METLIFE
Service code 28
Investment Management
$1,149,211
WESTERN ASSET MANAGEMENT CO, LLC
Service code 28
Investment Management
$1,089,648
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes1A1C
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
Contributions
Employer total$0
Participant total$0
Employer / P$0
Participant / P$0
Expenses
Admin expenses$27,755,454
Per participant$354.61
% of assets0.17%
Fidelity bond
Coverage amount$500,000,000
% of assets3.11%Below ERISA §412 10% minimum
Section 06

Other plans under this sponsor

Same EIN ·134994650
Plan #002$52,913,457,500
JPMORGAN CHASE 401(K) SAVINGS PLAN