JPMorgan Chase Bank, National Association

76
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (78)
Highest in Peer Group (90)

Plan Description

The JPMorgan Chase 401k Savings Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Total Plan Cost. The JPMorgan Chase 401k Savings Plan currently has over 275,600 active participants and over $20.9B in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (76) and the top rated plan (90) could equate to:
10
Additional years of work
102,301
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 28 Liberty Street 34th Floor Mail Code Ny1-A341
  • Location
    New York , NY
  • 10005-1401
  • Industry
    Commercial Banking
  • Administrator
    Bernadette J Branosky
  • Net Plan Assets
    $20,900,000,000
  • Total Participants
    280,000
  • Avg Account Balance
    $78,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Average

Peer Group Plans

Company Rating
Microsoft 86.4
Fmr LLC 84.6
Verizon Communications 81.6
Citigroup 80.8
AT&T 78.0
State Farm Mutual Automobile Insurance Company 72.1
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Investments

Investment Menu Stats

# of Investment Options

32

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan Chase & Co. Common Stock 16%
N/A
BlackRock Equity Index 11%
N/A
Total Common Stocks 9%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
AIG Asset Management (U.S.), LLC
Insurance Carrier
Voya Financial (ING)
Insurance Carrier
State Street Bank & Trust
Insurance Carrier
Prudential
Corporate Trustee
BlackRock, Inc.
Recordkeeper
Empower
Corporate Trustee
JPMorgan
Auditor
Meaden & Moore Financial Services, Ltd

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