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JP Morgan

Matched across 262 name variants in the filings

JP Morgan summary

JP Morgan appears on 480 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $594.2B in assets for 6,778,299 participants. The median client plan holds $47.7M. Most client plans are sponsored in CA, NY and PA. The largest clients by plan assets are International Business Machines Corporation, Walmart Inc. and Trustees of Central States, SE and SW Areas Pension Fund. Plans reported $119M in direct and indirect compensation paid to JP Morgan. The median is $33K per plan.

Participants
6,778,299
Median plan assets
$47.7M
Median plan participants
940
Median fees per plan
$33K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
International Business Machines Corporation, plan 005NY$64.5B144,897
Walmart Inc.AR$50.8B1,970,230
Trustees of Central States, SE and SW Areas Pension FundIL$49.3B323,722
International Business Machines Corporation, plan 001NY$18.9B146,564
Southern Company Services, Inc.GA$16.6B58,821
The Goldman Sachs Group, Inc.NY$14.6B50,430
American Express Company and Its Participating SubsidiariesNY$10.5B39,763
Nokia of America CorporationNJ$9.9B24,701
New England Teamsters Pension FundMA$9.1B71,322
International Paper CompanyTN$8.5B82,723
Wells Fargo & CompanyMN$8.5B157,353
Hartford Fire Insurance CompanyCT$8.1B30,741
Board of Trustees Boilermaker-Blacksmith NationalMO$7.8B80,906
Deseret Mutual Benefit AdministratorsUT$7.5B31,547
Constellation Energy Generation LLCPA$6.9B21,577
Board of Directors, Motion Picture Industry PensionCA$6.9B108,417
Sutter HealthCA$6.7B69,518
Board of Directors, Motion Picture Industry PensionCA$6.7B110,772
Pepsico, Inc.NY$6.6B47,771
Board of Trustees, So CA UFCW Unions & Food EmployersCA$6.5B199,927
Board of Trustees Screen Actors Guild - ProducersCA$6.1B65,754
Board of Trustees, Pension Trust Fund for OperatingCA$5.9B46,443
Nextera Energy, Inc.FL$5.8B29,411
American Electric Power Service CorporationOH$5.7B22,506
National Automatic Sprinkler Industry Pension Fund JT Board of TrusteeMD$5.3B34,830

Top client states

  • CA59 plans
  • NY59 plans
  • PA49 plans
  • IL25 plans
  • TX22 plans

Frequently asked questions

Who uses JP Morgan?
480 retirement plans list JP Morgan as a service provider on Schedule C of Form 5500. The largest clients by plan assets include International Business Machines Corporation, Walmart Inc., Trustees of Central States, SE and SW Areas Pension Fund and Southern Company Services, Inc.. Most client plans are sponsored in CA, NY and PA.
How many plans does JP Morgan serve?
JP Morgan serves 480 retirement plans with $594.2B in plan assets and 6,778,299 participants, based on the latest Form 5500 filings through 2024.
What does JP Morgan charge?
Plans reported $119M in total Schedule C compensation paid to JP Morgan. The median plan paid $33K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served480+63 YoYRank #59 of mapped providers
Assets under administration$594.2B0.6%Rank #21 by share of filed assets
Fees received$119MMedian $32,767/planSum across Schedule C direct + indirect
Net wins YoY+3691 won - 55 lostPlan-level switch detection

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