Jpmorgan Chase Bank, National Association — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jpmorgan Chase Bank, National Association (EIN 13-4994650) is a plan sponsor located in Jersey City, NJ with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-4994650
- Location
- Jersey City, NJ
- Loaded plans
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $61,462,217,744
- Total reported liabilities (EOY)
- $2,379,649,437
- Total reported net assets (EOY)
- $59,082,568,307
Contributions & income
- Employer contributions
- $2,839,506,239
- Participant contributions
- $2,261,717,584
- Total income / additions
- $14,281,725,920
Expenses & distributions
- Benefits paid / distributions
- $5,749,952,383
- Total expenses
- $5,965,598,150
- Net increase / (decrease)
- $8,316,127,770
Coverage
- Total reported participants
- 1,547,232
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Jpmorgan Chase 401(K) Savings Plan | 002 | 292,458 | $44,552,237,022 | 2023 |
| Jpmorgan Chase Retirement Plan | 001 | 227,460 | $16,279,006,871 | 2023 |
| Jpmorgan Chase Health Care And Insurance Program For Retirees | 554 | 15,504 | $408,741,427 | 2023 |
| Jpmorgan Chase Health Care And Insurance Program For Active Employees | 502 | 145,904 | $222,232,424 | 2023 |
| The Jpmorgan Chase Business Travel Accident (Bta) Insurance Plan | 506 | 293,723 | not reported in the loaded dataset | 2023 |
| The Jpmorgan Chase Health And Wellness Centers Plan | 559 | 177,274 | not reported in the loaded dataset | 2023 |
| The Jpmorgan Chase Short-Term Disability Plan | 548 | 177,251 | not reported in the loaded dataset | 2023 |
| The Jpmorgan Chase U.S. Severance Pay Plan | 512 | 172,268 | not reported in the loaded dataset | 2023 |
| The Jpmorgan Chase Health Care Spending Account Plan | 510 | 45,390 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Jpmorgan Chase U.S. Severance Pay Plan | 172,268 | — | 20240909095149NAL0004371217001 |
| 2023 | The Jpmorgan Chase Health Care Spending Account Plan | 45,390 | — | 20240916152701NAL0001679473001 |
| 2023 | The Jpmorgan Chase Health And Wellness Centers Plan | 177,274 | — | 20240916152825NAL0001664721001 |
| 2023 | The Jpmorgan Chase Business Travel Accident (Bta) Insurance Plan | 293,723 | — | 20240917141112NAL0002901905001 |
| 2023 | Jpmorgan Chase Health Care And Insurance Program For Active Employees | 145,904 | H, C | 20240919145453NAL0003649171001 |
| 2023 | Jpmorgan Chase Health Care And Insurance Program For Retirees | 15,504 | H, C | 20240919145602NAL0008481936001 |
| 2023 | The Jpmorgan Chase Short-Term Disability Plan | 177,251 | — | 20240924101414NAL0012640625001 |
| 2023 | Jpmorgan Chase 401(K) Savings Plan | 292,458 | H, C | 20241010151335NAL0021316977001 |