JPMORGAN CHASE BANK, NATIONAL ASSOCIATION 401(k) Plan
What public Form 5500 filings show about the JPMORGAN CHASE BANK, NATIONAL ASSOCIATION 401(k) plan — and how to find and check your own account.
The JPMORGAN CHASE BANK, NATIONAL ASSOCIATION 401(k) on its latest Form 5500
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION (EIN 13-4994650) reports JPMORGAN CHASE 401(K) SAVINGS PLAN on its most recent Form 5500, with $52.9B in plan assets across 185,310 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full JPMORGAN CHASE BANK, NATIONAL ASSOCIATION filing — schedules, fees, and providers.
Who runs the JPMORGAN CHASE BANK, NATIONAL ASSOCIATION 401(k)?
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JENNISON ASSOCIATES, PIMCO, ALTERITY GROUP, T ROWE PRICE ASSOCIATES, JPMORGAN CHASE BANK N A, WELLINGTON MANAGEMENT LLP.
How to check your JPMORGAN CHASE BANK, NATIONAL ASSOCIATION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JPMORGAN CHASE BANK, NATIONAL ASSOCIATION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).