JPMorgan Chase Bank 401(k) and pension plans

JPMorgan Chase Bank, National Association, Jersey City, NJ. EIN 13-4994650. Annual reports 2009–2024. Also filed as Washington Mutual, Inc.; JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, National Association has 2 active retirement plans on file. The largest is the JPMorgan Chase 401(k) Savings Plan, with 300,272 participants and $52.4 billion in assets in 2024.

Active plans: 2
Participants: 503,191
Plan assets: $66.9 billion
Plans on file: 5
Industry: Finance and insurance

All 5 plans

Active plans first

JPMorgan Chase 401(k) Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 13-4994650
Participants (2024): 300,272
Net assets (2024): $52.4 billion
Last listed recordkeeper: Empower2014–2017
Plan administrator: JPMorgan Chase US Benefits Executive
545 Washington BLVD, 12TH Floor, Mail Code NJD-0002
Jersey City, NJ 07310
(844) 275-5762As filed for 2024
In effect since: January 1, 1958

Plans merged into this one: Wamu Savings Plan (2010).

Earlier plan names: The JPMorgan Chase 401(k) Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	300,272	$52.4 billion	not listed
2023	298,925	$44.0 billion	not listed
2022	292,016	$36.4 billion	not listed
2021	278,910	$42.5 billion	not listed
2020	267,363	$36.4 billion	not listed
2019	270,385	$32.9 billion	not listed
2018	271,539	$26.5 billion	not listed
2017	266,439	$28.0 billion	Empower
2016	280,953	$23.8 billion	Empower
2015	275,676	$21.2 billion	Empower
2014	281,133	$21.2 billion	Empower
2013	290,183	$20.1 billion	not listed
2012	300,627	$16.7 billion	not listed
2011	301,076	$14.4 billion	not listed
2010	271,145	$15.0 billion	not listed
2009	250,101	$13.0 billion	not listed

JPMorgan Chase Retirement Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 13-4994650
Participants (2024): 202,919
Net assets (2024): $14.6 billion
Last listed administrator: Lexisnexis Risk Solutions FLEarlier: BlackRock Financial Management (2019)
Plan administrator: JPMorgan Chase US Benefits Executive
545 Washington BLVD, 12TH Floor, Mail Code NJD-0002
Jersey City, NJ 07310
(844) 275-5762As filed for 2024
In effect since: April 1, 1934

Plans merged into this one: Retirement Income Plan for Salaried Employees of Lakeview Savings Bank (2012); Wamu Pension Plan (2012).

Earlier plan names: The JPMorgan Chase Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	202,919	$14.6 billion	not listed
2023	215,375	$14.7 billion	not listed
2022	227,460	$13.9 billion	not listed
2021	267,754	$17.7 billion	not listed
2020	279,168	$17.7 billion	Lexisnexis Risk Solutions FL
2019	289,636	$16.4 billion	BlackRock Financial Management
2018	302,478	$14.5 billion	not listed
2017	298,422	$15.8 billion	not listed
2016	294,905	$14.3 billion	not listed
2015	298,372	$14.2 billion	not listed
2014	301,569	$14.7 billion	not listed
2013	310,412	$14.3 billion	not listed
2012	312,503	$13.1 billion	not listed
2011	272,316	$10.5 billion	not listed
2010	259,927	$10.9 billion	not listed
2009	253,718	$10.3 billion	not listed

Retirement Income Plan for Salaried Employees of Lakeview Savings Bank

Cash balance pension, frozenMergedUnion (multiemployer)

Merged. In 2012 its assets moved to the The JPMorgan Chase Retirement Plan, sponsored by JPMorgan Chase Bank, National Association (EIN 13-4994650, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 013Employer EIN 13-4994650
Participants (2011): 12
Net assets (2011): $184,224
Plan administrator: Benefits Director of JPMorgan Chase Bernadette J. Branosky
One Chase Manhattan Plaza, 20TH FLR
New York, NY 10005
(212) 552-3372As filed for 2012
In effect since: August 1, 1966

Earlier sponsor: Washington Mutual, Inc. (2009–2010).

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	not listed
2011	12	$184,224	not listed
2010	16	$277,361	not listed
2009	16	$113,223	not listed

Wamu Pension Plan

Cash balance pensionMerged

Plan number: 012Employer EIN 13-4994650
Participants (2011): 47,453
Net assets (2011): $1.8 billion
Administered by: ConduentEarlier: Standard (StanCorp) (2010), Acs a Xerox (2009)
Plan administrator: Benefits Director of JPMorgan Chase Bernadette J. Branosky
One Chase Manhattan Plaza, 20TH FLR, Mail Code - NY1-A341
New York, NY 10005
(212) 552-3372As filed for 2012
In effect since: January 1, 1944

Earlier sponsor: Washington Mutual, Inc. (2009–2010).

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	Conduent
2011	47,453	$1.8 billion	Conduent
2010	46,534	$1.8 billion	Standard (StanCorp)
2009	52,155	$1.7 billion	Acs a Xerox

Wamu Savings Plan

401(k)Merged

Merged. In 2010 its assets moved to the The JPMorgan Chase 401(k) Savings Plan, sponsored by JPMorgan Chase Bank, National Association (EIN 13-4994650, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 011Employer EIN 13-4994650
Participants (2009): 46,103
Net assets (2009): $1.1 billion
Recordkeeper: Fidelity2009–2010
Plan administrator: Benefits Director of JPMorgan Chase Bernadette J. Ulissi
One Chase Manhattan Plaza, 20TH FLR
New York, NY 10005
(212) 552-3372As filed for 2010
In effect since: July 1, 1973

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	Fidelity
2009	46,103	$1.1 billion	Fidelity

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((844) 275-5762). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.