About J.P. Morgan Asset Management
<p>Manages investments and runs retirement-plan administration support, with recordkeeping as a core service. The firm works with employers that sponsor workplace plans and need day-to-day plan operations handled by an established provider.</p> <p>Headquartered in New York City, J.P. Morgan Asset Management operates in the New York metro area and supports plans nationwide. The organization has about 5,000 employees.</p> <p>As of 2025, it reports 4,502 clients and $12.8B in assets under management. A key differentiator is the combination of large-scale investment management resources with recordkeeping under one organization for sponsors who want fewer handoffs between providers.</p> <p>For plan sponsors comparing <a href="/retirement-plans">retirement plan providers</a>, its work typically centers on keeping participant records accurate and current across contributions, distributions, and plan changes.</p> <ul> <li>Retirement plan administration with a focus on recordkeeping</li> <li>Headquarters: New York, NY (New York City metro)</li> <li>Employee count: 5,000</li> <li>2025 stats: 4,502 clients; $12.8B AUM</li> </ul>
Website: https://jpmorgan.com
Employees: 5000
Office Locations
- New York, NY (Headquarters)
Services Offered
- Recordkeeping
Client Statistics (2025)
- Total Clients: 4,516
- Total AUM: $12.8B
- Total Participants: 200,834
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| IBM 401(K) PLAN | INTERNATIONAL BUSINESS MACHINES CORPORATION, NY | $59.4B | 49,030 |
| WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES, WA | $55.8B | 231,353 |
| JPMORGAN CHASE 401(K) SAVINGS PLAN | JPMORGAN CHASE BANK, NATIONAL ASSOCIATION, NJ | $52.4B | 185,310 |
| CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND, IL | $38.3B | 38,102 |
| STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY, IL | $37.7B | 39,712 |
| 401(k) Retirement Plan | Healthcare Sponsor, NJ | $29.4B | 63,563 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $24.7B | 101,217 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $23.6B | 23,971 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $22.0B | 29,469 |
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