The Jpmorgan Chase 401(k) Savings Plan

Wealthminder's Take

The Jpmorgan Chase 401(k) Savings Plan at Jpmorgan Chase Bank, National Association in the Finance and Insurance industry has 14 investment options, and a total of $21,523,768,237.00 in assets. With 281,133 participants, the The Jpmorgan Chase 401(k) Savings Plan has an average balance per participant of $76,560.80.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
45
Your Plan
90

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
32
Company Match Level
20
Employee Participation Rate
68
Employee Contribution Level
50
Average Balance Size
72
Jpmorgan Chase Bank, National Association Details
Address
28 Liberty Street34th Floor Mail Code Ny1-a341
New York, NY 10005-1401
Telephone
302-455-3494
Total Assets
$21,523,768,237.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
281,133
Plan Investment Options
Name
Sponsor
Current Value
Blackrock Equity Index Fund
Blackrock Institutional Trust Company, N.a.
$2,413,842,189.00
Blackrock Russell 1000 Value Fund
Blackrock Institutional Trust Company, N.a.
$1,185,303,105.00
Blackrock Russell 1000 Index Fund
Blackrock Institutional Trust Company, N.a.
$1,182,367,250.00
Blackrock Russell 1000 Growth Fund
Blackrock Institutional Trust Company, N.a.
$1,006,348,952.00
Blackrock Russell 2000 Index Fund
Blackrock Institutional Trust Company, N.a.
$911,496,515.00
Blackrock Eafe Index Fund
Blackrock Institutional Trust Company, N.a.
$674,269,622.00
Blackrock Russell Us Debtindex Fund
Blackrock Institutional Trust Company, N.a.
$664,343,222.00
Blackrock Eafe Equity Index Fund E
Blackrock Institutional Trust Company, N.a.
$505,699,208.00
Blackrock Emerging Mkts Index Fund
Jpmorgan Chase Bank, N.a.
$350,452,880.00
Blackrock Msci Eafe Sm Cap Equity
Blackrock Institutional Trust Company, N.a.
$240,293,472.00
Blackrock Developed Re Index Fund
Blackrock Institutional Trust Company, N.a.
$165,521,091.00
Jpmam Embi Global Fund
Jpmorgan Chase Bank, N.a.
$60,797,383.00
Blackrock Us Tips Fund
Blackrock Institutional Trust Company, N.a.
$29,039,816.00
Blackrock Dj-ubs Commodity Daily Fd
Blackrock Institutional Trust Company, N.a.
$5,117,836.00
Service Providers
  • Blackrock Inst Trust Co., N.a.
  • Earnest Partners Llc
  • Columbia Management Inv Advisors
  • Jennison Associates, Llc
  • Wellington Management Company, Llp
  • T. Rowe Price Associates, Inc.
  • Pimco
  • Causeway Capital Management, Llc
  • Jpmorgan Chase Bank, N.a.
  • Empower Retirement
  • J.p. Morgan Investment Mgmt Inc.
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