2023 Form 5500 filing — Jpmorgan Chase 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010151335NAL0021316977001) for Jpmorgan Chase 401(K) Savings Plan, reported by Jpmorgan Chase Bank, National Association under EIN 13-4994650 and plan number 002. It reports 292,458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151335NAL0021316977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jpmorgan Chase Bank, National Association
- EIN
- 13-4994650
- Plan number
- 002
- Location
- Jersey City, NJ
- Participants
- 292,458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,552,237,022
- Total liabilities (EOY)
- $532,213,200
- Net assets (EOY)
- $44,020,023,822
- Employer contributions
- $1,118,299,504
- Participant contributions
- $1,538,514,237
- Total income / additions
- $10,328,191,762
- Benefits paid
- $2,712,055,098
- Administrative expenses
- $18,677,845
- Total expenses
- $2,733,430,328
- Net increase / (decrease)
- $7,594,761,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Management Company, Llp | NONE | $4,908,717 | $0 |
| Blackrock Inst Trust Co., N.A. | NONE | $2,809,165 | $0 |
| Columbia Mngmnt Inv Advisers, LLC | NONE | $2,596,918 | not reported in the loaded dataset |
| Jennison Associates, LLC | NONE | $2,317,017 | $0 |
| T. Rowe Price Associates, Inc. | NONE | $2,053,384 | not reported in the loaded dataset |
| Causeway Capital Mgmt | NONE | $1,355,646 | $0 |
| Pimco | NONE | $1,307,517 | $0 |
| Jpmorgan Chase Bank, N.A. | PLAN SPONSOR | $1,066,110 | not reported in the loaded dataset |
| Fiduciary Counselors Inc. | NONE | $125,000 | not reported in the loaded dataset |
| Mercer | NONE | $70,696 | not reported in the loaded dataset |
| Qdro Consultants Co, LLC | NONE | $51,100 | not reported in the loaded dataset |
| Financial Recovery Technologies LLC | NONE | $16,575 | not reported in the loaded dataset |